TeamDesk Knowledge Base & Support

Pierre 1/26/2022 1:00:11 PM

Hello Nelson
I am not sure to understand what you need.
Have you tried the TeamDesk Webhooks ?
Kind regards,
Pierre

Mila Shvets  Staff  1/28/2022 9:07:39 AM

Hi Mike,

I built the example in the "Import JSON or XHML Files" database free trial.
You'll receive the invitation to this example.

The main idea is the following:
In the "Files" table keeping records with File Attachments (.json or .xml files) I adjusted two custom buttons.
Each button sends files to created "JSON Webhook" or "XML Webhook" respectively.
These webhooks generate records in separate tables.
In the example the "JSON Webhook" generates records in the "JSON Webhooks" table, the "XML Webhook" - in the "XML Webhooks" table.
The custom buttons only demonstrate how the webhooks work.
You may read more about Webhooks here https://www.teamdesk.net/help/15.14.aspx

In your database you can collect invoice files (.json or .xml files) in the Mailbox table.
The Mailbox table can comprise a Record Change trigger with Call-URL action sending file data into webhook.
After that the webhook can create a record in a separate table.
More info on the Mailbox table you may read here https://www.teamdesk.net/help/15.5.aspx

If you don't want to use the Mailbox table, the files can be sent directly to webhooks created in your database, but in this case you will need more complicate programming.

Kind regards,
Mila

Mike Nelson 1/28/2022 10:42:57 AM

Thanks for the responce but i think i did not comunicate the goal.

i understand on how to process a webhook but what i am trying to accomplish is as follows
i will send a email to teamdesk with an attached file either XML or JSON(can do either one would prefer XML)
when that email arrives in teamdesk mailbox i would like to take the attachemnt Test.XML and process it as follows

Contents of the XML File

<Statements>
<statement>
<InvoiceNumber>123456789</InvoiceNumber
<CustomerName>AAA Company</CustomerName>
<DetailedCharge>
<EquipmentDescription>Water Machine #1</EquipmentDescription>
<Amount>100.00</Amount>
</DetailedCharge>
<DetailedCharge>
<EquipmentDescription>Water Machine #2</EquipmentDescription>
<Amount>100.00</Amount>
</DetailedCharge>
<Aging>
<Current>200.00</Current>
<over90Days>400.00</over90days>
</Aging>
</statement>
<statement>
<InvoiceNumber>987654321</InvoiceNumber
<CustomerName>ZZZ Company</CustomerName>
<DetailedCharge>
<EquipmentDescription>Cooler</EquipmentDescription>
<Amount>50.00</Amount>
</DetailedCharge>
<Aging>
<Current>50.00</Current>
<over90Days>0.00</over90days>
</Aging>
</statement>
</Statements>

I would like this to import into my system as follows
Table 1(Invoices)
would import
Record1 - 123456789 into Column "Invoice Number", AAA Company into Column "Customer" , 200.00 into Column "Current" and 400.00 Into Column "Over 90 Days"
Record2 - 987654321 into Column "Invoice Number", ZZZ Company into Column "Customer" , 50.00 into Column "Current" and 0.00 Into Column "Over 90 Days"

Table 2 (Invoice Detail)
would Import
Record 1 - 123456789 into Column "Invoice Number", Water Machine #1 into "Description" and 100.00 into "Amount"
Record 2 - 123456789 into Column "Invoice Number", Water Machine #2 into "Description" and 100.00 into "Amount"
Record 3 - 987654321 into Column "Invoice Number", Cooler into "Description" and 50.00 into "Amount"

Hopefully that clarifies what i am trying to get to.

Mike

Slava Shinderov  Staff  1/28/2022 11:55:56 AM

@Mike I took a liberty and altered a sample database created by Mila. I've added a mailbox table, which post fist attached file into Statements webhook which parse it and create records into Invoice and Invoice Details table with help of two iterators. Please review.

Mike Nelson 1/28/2022 1:08:42 PM

Thanks will give it a look
Mike

Mike Nelson 1/28/2022 1:12:25 PM

Slava,
That is exactly what i am looking for.

Thanks for the help

Mike

Mike Nelson 2/1/2022 8:32:07 AM

Salve,
Thanks for your hep all is working s expected... But of course we always want to go one step further. do you know of a way to change the import of data from a POST Curl to a PUT? reason for this is trying to make it so that when i import the data into the system i am hoping to be able to Update invoices that are already in the system rather than create new ones. I have come up with a work around by relating the invoices to each other based on the invoice number and taking the data from the newest created but it will cause us to have alot of extra data in our system.

thanks for your help

Mike

Pierre 2/1/2022 8:46:09 AM

@Mike
Check the method UPSERT in TeamDesk Rest API

Mike Nelson 2/1/2022 9:07:56 AM

@Pierre
Unfortunetly the webhooks look like it creates the POST Statement and i have not found a place to change the URL.

Mike

Pierre 2/1/2022 9:22:15 AM

I do not have access to Mila and Slava's table

To import data to TeamDesk, I understand you could either:

1) Use webhooks
- the webhook will create a record at each call in a table 1
- at each creation in table one, you can trigger:
a) a create action if Exists([your index in table 2]) is not true
b) an update action if Exists([your index in table 2]) is true

2) use a POST API Call
using the UPSERT method
something like:
POST
URL
https:// YOURAPPURL /secure/api/v2/<%AppId()%>/<%' YOUR TABLE NAME'%>/upsert.json

Header:
Authorization: Bearer YOURTOKEN
Content-Type: application/json

Body:
[
{
"dummy": 360,
"@YOUR INDEX": "YOUR INDEX VALUE"
}
]
Pierre

Slava Shinderov  Staff  2/1/2022 12:49:10 PM

@Mike by design, webhook always create records.
If you've need to update records please consider creating relation between newly created record and record you've need to update.
After that, using record change trigger on create with linked record update action you can update related record using reference or recordset column.

Mike Nelson 3/13/2022 10:25:04 PM

Slava can you give me access to this database again i would like to try a experiment in it but 14 days has passed.

Slava Shinderov  Staff  3/14/2022 8:58:24 AM

@Mikе I've extended trial period.