Skip to main content

Acumatica Sales Order Tracking Number To iPaaS (Standalone)

Transfer Acumatica shipping methods to iPaas

Updated over a week ago

Summary

iPaaS.com Shipping Method entity can be transferred from Acumatica Enhancements Templates Latest Shipping Method entity through manual synchronization. iPaaS.com supports the synchronization of shipping method records from Acumatica using its API endpoint. Dynamic formulas are also applied to retrieve parent identifiers when applicable.

Mapping Collection Status

  • Status: Enabled

  • Trigger Events: Manual Sync, Update Event in Shopify

Id Format

When manually transferring data to iPaaS.com for a Shipping Method entity (e.g. ID 25), the correct ID must be entered into the iPaaS.com manual sync input field.

System Caveats

Acumatica Caveats

  • Some shipments may not contain a declared cost field.

iPaaS.com Caveats

  • Requires valid ParentId when linking shipments.

Setup Requirements

Acumatica Configuration

  • Sales Order endpoint must be enabled.

iPaaS.com Configuration

  • Product mapping collection must be active.

  • Warehouse location ID translation logic must be enabled.

Authentication & Security

  • OAuth 2.0 / API Key: Required for both Acumatica and iPaaS.com endpoints.

Integration Flow

  1. Acumatica Enhancements Templates Latest β†’ iPaaS.com

  2. Data is pushed using API calls.

  3. Dynamic formula is used to derive parent transaction references.

Mappings

Mapping Filter

var parentId = await GetSpaceportIdAsync(TransactionID_, "Transaction", SpaceportSystemId);
if(parentId == null)
throw new exception("Transaction Tracking Number is not linked to any Transaction");
var getShipment = await FindShippingMethodFromName(Type);
if(getShipment == null)
throw new exception($"Shipping Method ({Type}) needs to be created manually in iPaaS first");
return true;

Description

This mapping filter checks if the transaction tracking number is linked to a transaction and ensures the shipping method exists in iPaaS; otherwise, it throws errors.

Mapping Type

Source (Acumatica)

Destination (iPaaS.com)

Description

Dynamic Formula

var parentId = await GetSpaceportIdAsync(TransactionID_, "Transaction", SpaceportSystemId); if(parentId != null) return parentId; return null;

ParentId

Returns the iPaaS transaction ID from Acumatica Transaction ID. If it exists; otherwise, it returns null.

Field

Type

ShippingMethod

Field

Description_Package_

ShippingMethodDescription

Field

TrackingNbr_Package

TrackingNumber

Field

DeclaredValue_Package

Cost

Error Handling

Collection: Sales Order Tracking Number

Invalid ParentId

  • Description: Returned null if no match is found.

  • Resolution: Ensure the transaction exists in the system.

Missing ShippingMethod

  • Description: The record will fail to sync without a shipping method value.

  • Resolution: Ensure the shipping method exists in the system. Collection: Sales Order Address

Missing Required Fields

  • Description: FirstName, LastName, City, or Country is null.

  • Resolution: Validate all address fields in iPaaS before syncing.

Collection: Sales Order Address

Invalid Postal Code

  • Description: The PostalCode format fails the regex check for numeric values.

  • Resolution: Correct the postal code to a valid format.

Collection: Sales Order Line

Invalid SKU

  • Description: The SKU (InventoryID) is not found in Acumatica.

  • Resolution: Verify the product exists in Acumatica before the order sync.

Quantity Zero or Negative

  • Description: OrderQty is less than or equal to 0.

  • Resolution: Provide a valid quantity greater than 0.

Collection: Sales Order Payment

Payment Method Not Found

  • Description: The payment method (e.g., ONLINE) is not configured in Acumatica.

  • Resolution: Add the payment method in Acumatica or update the mapping.

Collection: Sales Order Tax

TaxID Not Found

  • Description: The TaxID lookup fails to find a matching ID in Acumatica.

  • Resolution: Configure a matching TaxID in Acumatica.

Validation Rules & Testing

Test Scenarios

  • Valid Transaction: Shipping Method record is successfully created with ParentId linked.

  • Missing ParentId: Record sync should fail gracefully with proper error message.

Validation Checklist

  • ParentId retrieved successfully

  • ShippingMethod mapped correctly

  • TrackingNumber retained in iPaaS.com

  • DeclaredValue stored if present

Additional Notes

  • When syncing data, Parent Sales Order validation must pass before any child collections are synchronized.

  • Child collection errors such as an invalid line item, may prevent the entire order from being created, depending on Acumatica configuration.

  • To prevent frequent syncing errors, it is crucial that Financial Terms and Tax Zones are preconfigured in Acumatica.

  • Use external ID lookups whenever possible for the most reliable mapping across systems.

Did this answer your question?