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Feat/xero import customer #41377

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merged 10 commits into from
May 2, 2024
Merged

Feat/xero import customer #41377

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b6e964d
xero import customer
hungvu193 May 1, 2024
3f7639f
add connection layout
hungvu193 May 1, 2024
5b7c037
fix linting
hungvu193 May 1, 2024
f021eff
add pending field for switch
hungvu193 May 1, 2024
5fc3442
fix linting
hungvu193 May 1, 2024
f9eb8c5
Merge remote-tracking branch 'origin/main' into feat/xero-import-cust…
hungvu193 May 1, 2024
e8f04da
resolve conflicts
hungvu193 May 1, 2024
b459314
update to use importCustomers
hungvu193 May 1, 2024
a937e6e
remove unused spacing
hungvu193 May 1, 2024
bad19d0
Update src/pages/workspace/accounting/PolicyAccountingPage.tsx
hungvu193 May 1, 2024
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4 changes: 4 additions & 0 deletions src/ROUTES.ts
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Expand Up @@ -770,6 +770,10 @@ const ROUTES = {
route: 'settings/workspaces/:policyID/accounting/xero/organization/:currentOrganizationID',
getRoute: (policyID: string, currentOrganizationID: string) => `settings/workspaces/${policyID}/accounting/xero/organization/${currentOrganizationID}` as const,
},
POLICY_ACCOUNTING_XERO_CUSTOMER: {
route: '/settings/workspaces/:policyID/accounting/xero/import/customers',
getRoute: (policyID: string) => `/settings/workspaces/${policyID}/accounting/xero/import/customers` as const,
},
POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_IMPORT: {
route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import',
getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import` as const,
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1 change: 1 addition & 0 deletions src/SCREENS.ts
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Expand Up @@ -236,6 +236,7 @@ const SCREENS = {
QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR: 'Policy_Accounting_Quickbooks_Online_Invoice_Account_Selector',
XERO_IMPORT: 'Policy_Accounting_Xero_Import',
XERO_ORGANIZATION: 'Policy_Accounting_Xero_Customers',
XERO_CUSTOMER: 'Policy_Acounting_Xero_Import_Customer',
},
INITIAL: 'Workspace_Initial',
PROFILE: 'Workspace_Profile',
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64 changes: 64 additions & 0 deletions src/components/ConnectionLayout.tsx
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@@ -0,0 +1,64 @@
import React from 'react';
import {View} from 'react-native';
import useLocalize from '@hooks/useLocalize';
import useThemeStyles from '@hooks/useThemeStyles';
import Navigation from '@libs/Navigation/Navigation';
import type {PolicyAccessVariant} from '@pages/workspace/AccessOrNotFoundWrapper';
import AccessOrNotFoundWrapper from '@pages/workspace/AccessOrNotFoundWrapper';
import type {TranslationPaths} from '@src/languages/types';
import type {PolicyFeatureName} from '@src/types/onyx/Policy';
import HeaderWithBackButton from './HeaderWithBackButton';
import ScreenWrapper from './ScreenWrapper';
import ScrollView from './ScrollView';
import Text from './Text';

type ConnectionLayoutProps = {
/** Used to set the testID for tests */
displayName: string;
/** Header title for the connection */
headerTitle: TranslationPaths;
/** React nodes that will be shown */
children?: React.ReactNode;
/** Title of the connection component */
title?: TranslationPaths;
/** Subtitle of the connection */
subtitle?: TranslationPaths;
/** The current policyID */
policyID: string;
/** Defines which types of access should be verified */
accessVariants?: PolicyAccessVariant[];
/** The current feature name that the user tries to get access to */
featureName?: PolicyFeatureName;
};

function ConnectionLayout({displayName, headerTitle, children, title, subtitle, policyID, accessVariants, featureName}: ConnectionLayoutProps) {
const styles = useThemeStyles();
const {translate} = useLocalize();

return (
<AccessOrNotFoundWrapper
policyID={policyID}
accessVariants={accessVariants}
featureName={featureName}
>
<ScreenWrapper
includeSafeAreaPaddingBottom={false}
shouldEnableMaxHeight
testID={displayName}
>
<HeaderWithBackButton
title={translate(headerTitle)}
onBackButtonPress={() => Navigation.goBack()}
/>
<ScrollView contentContainerStyle={[styles.pb2, styles.ph5]}>
<View style={[styles.pb2]}>{title && <Text style={styles.pb5}>{translate(title)}</Text>}</View>
{subtitle && <Text style={styles.textLabelSupporting}>{translate(subtitle)}</Text>}
{children}
</ScrollView>
</ScreenWrapper>
</AccessOrNotFoundWrapper>
);
}

ConnectionLayout.displayName = 'ConnectionLayout';
export default ConnectionLayout;
1 change: 1 addition & 0 deletions src/languages/en.ts
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Expand Up @@ -1994,6 +1994,7 @@ export default {
importDescription: 'Choose which coding configurations are imported from Xero to Expensify.',
trackingCategories: 'Tracking categories',
customers: 'Re-bill customers',
customersDescription: 'Import customer contacts. Billable expenses need tags for export. Expenses will carry the customer information to Xero for sales invoices.',
},
type: {
free: 'Free',
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2 changes: 2 additions & 0 deletions src/languages/es.ts
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Expand Up @@ -2021,6 +2021,8 @@ export default {
importDescription: 'Elija qué configuraciones de codificación se importan de Xero a Expensify.',
trackingCategories: 'Categorías de seguimiento',
customers: 'Volver a facturar a los clientes',
customersDescription:
'Importar contactos de clientes. Los gastos facturables necesitan etiquetas para la exportación. Los gastos llevarán la información del cliente a Xero para las facturas de ventas.',
},
type: {
free: 'Gratis',
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1 change: 1 addition & 0 deletions src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx
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Expand Up @@ -294,6 +294,7 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP

[SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT]: () => require('../../../../pages/workspace/accounting/xero/XeroImportPage').default as React.ComponentType,
[SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION]: () => require('../../../../pages/workspace/accounting/xero/XeroOrganizationConfigurationPage').default as React.ComponentType,
[SCREENS.WORKSPACE.ACCOUNTING.XERO_CUSTOMER]: () => require('../../../../pages/workspace/accounting/xero/import/XeroCustomerConfigurationPage').default as React.ComponentType,
[SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_FREQUENCY]: () => require('../../../../pages/workspace/workflows/WorkspaceAutoReportingFrequencyPage').default as React.ComponentType,
[SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_MONTHLY_OFFSET]: () =>
require('../../../../pages/workspace/workflows/WorkspaceAutoReportingMonthlyOffsetPage').default as React.ComponentType,
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1 change: 1 addition & 0 deletions src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts
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Expand Up @@ -41,6 +41,7 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECTOR,
SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT,
SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION,
SCREENS.WORKSPACE.ACCOUNTING.XERO_CUSTOMER,
],
[SCREENS.WORKSPACE.TAXES]: [
SCREENS.WORKSPACE.TAXES_SETTINGS,
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1 change: 1 addition & 0 deletions src/libs/Navigation/linkingConfig/config.ts
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Expand Up @@ -323,6 +323,7 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
},
[SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_XERO_IMPORT.route},
[SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION]: {path: ROUTES.POLICY_ACCOUNTING_XERO_ORGANIZATION.route},
[SCREENS.WORKSPACE.ACCOUNTING.XERO_CUSTOMER]: {path: ROUTES.POLICY_ACCOUNTING_XERO_CUSTOMER.route},
[SCREENS.WORKSPACE.DESCRIPTION]: {
path: ROUTES.WORKSPACE_PROFILE_DESCRIPTION.route,
},
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3 changes: 3 additions & 0 deletions src/libs/Navigation/types.ts
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Expand Up @@ -310,6 +310,9 @@ type SettingsNavigatorParamList = {
[SCREENS.WORKSPACE.ACCOUNTING.XERO_IMPORT]: {
policyID: string;
};
[SCREENS.WORKSPACE.ACCOUNTING.XERO_CUSTOMER]: {
policyID: string;
};
[SCREENS.WORKSPACE.ACCOUNTING.XERO_ORGANIZATION]: {
policyID: string;
organizationID: string;
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2 changes: 2 additions & 0 deletions src/pages/workspace/AccessOrNotFoundWrapper.tsx
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Expand Up @@ -111,6 +111,8 @@ function AccessOrNotFoundWrapper({accessVariants = [], fullPageNotFoundViewProps
return callOrReturn(props.children, props);
}

export type {PolicyAccessVariant};

export default withOnyx<AccessOrNotFoundWrapperProps, AccessOrNotFoundWrapperOnyxProps>({
policy: {
key: ({policyID}) => `${ONYXKEYS.COLLECTION.POLICY}${policyID ?? ''}`,
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1 change: 1 addition & 0 deletions src/pages/workspace/accounting/PolicyAccountingPage.tsx
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Expand Up @@ -124,6 +124,7 @@ function PolicyAccountingPage({policy, connectionSyncProgress}: PolicyAccounting
}
return policy?.connections?.xero?.data?.tenants ?? [];
}, [policy]);

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const currentXeroOrganization = tenants.find((tenant) => tenant.id === policy?.connections?.xero.config.tenantID);

const overflowMenu: ThreeDotsMenuProps['menuItems'] = useMemo(
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7 changes: 6 additions & 1 deletion src/pages/workspace/accounting/xero/XeroImportPage.tsx
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Expand Up @@ -7,10 +7,12 @@ import ScrollView from '@components/ScrollView';
import Text from '@components/Text';
import useLocalize from '@hooks/useLocalize';
import useThemeStyles from '@hooks/useThemeStyles';
import Navigation from '@libs/Navigation/Navigation';
import AccessOrNotFoundWrapper from '@pages/workspace/AccessOrNotFoundWrapper';
import withPolicy from '@pages/workspace/withPolicy';
import type {WithPolicyProps} from '@pages/workspace/withPolicy';
import CONST from '@src/CONST';
import ROUTES from '@src/ROUTES';
import type {Tenant} from '@src/types/onyx/Policy';

function XeroImportPage({policy}: WithPolicyProps) {
Expand Down Expand Up @@ -41,7 +43,9 @@ function XeroImportPage({policy}: WithPolicyProps) {
},
{
description: translate('workspace.xero.customers'),
action: () => {},
action: () => {
Navigation.navigate(ROUTES.POLICY_ACCOUNTING_XERO_CUSTOMER.getRoute(policyID));
},
hasError: !!policy?.errors?.importCustomers,
title: importCustomers ? translate('workspace.accounting.importedAsTags') : '',
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pendingAction: pendingFields?.importCustomers,
Expand All @@ -67,6 +71,7 @@ function XeroImportPage({policy}: WithPolicyProps) {
policy?.errors?.importCustomers,
policy?.errors?.importTaxes,
translate,
policyID,
],
);

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72 changes: 72 additions & 0 deletions src/pages/workspace/accounting/xero/import/XeroCustomerConfigurationPage.tsx
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@@ -0,0 +1,72 @@
import React from 'react';
import {View} from 'react-native';
import ConnectionLayout from '@components/ConnectionLayout';
import MenuItemWithTopDescription from '@components/MenuItemWithTopDescription';
import OfflineWithFeedback from '@components/OfflineWithFeedback';
import Switch from '@components/Switch';
import Text from '@components/Text';
import useLocalize from '@hooks/useLocalize';
import useThemeStyles from '@hooks/useThemeStyles';
import * as Connections from '@libs/actions/connections';
import type {WithPolicyProps} from '@pages/workspace/withPolicy';
import withPolicyConnections from '@pages/workspace/withPolicyConnections';
import variables from '@styles/variables';
import CONST from '@src/CONST';

function XeroCustomerConfigurationPage({policy}: WithPolicyProps) {
const {translate} = useLocalize();
const styles = useThemeStyles();
const policyID = policy?.id ?? '';
const {syncCustomers, pendingFields} = policy?.connections?.xero?.config ?? {};

const isSwitchOn = Boolean(syncCustomers && syncCustomers !== CONST.INTEGRATION_ENTITY_MAP_TYPES.NONE);
const isReportFieldsSelected = syncCustomers === CONST.INTEGRATION_ENTITY_MAP_TYPES.REPORT_FIELD;
return (
<ConnectionLayout
displayName={XeroCustomerConfigurationPage.displayName}
headerTitle="workspace.xero.customers"
title="workspace.xero.customersDescription"
accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN]}
policyID={policyID}
featureName={CONST.POLICY.MORE_FEATURES.ARE_CONNECTIONS_ENABLED}
>
<View>
<View style={[styles.flexRow, styles.mb4, styles.alignItemsCenter, styles.justifyContentBetween]}>
<View style={styles.flex1}>
<Text fontSize={variables.fontSizeNormal}>{translate('workspace.accounting.import')}</Text>
</View>
<OfflineWithFeedback pendingAction={pendingFields?.syncCustomers}>
<View style={[styles.flex1, styles.alignItemsEnd, styles.pl3]}>
<Switch
accessibilityLabel={translate('workspace.xero.customers')}
isOn={isSwitchOn}
onToggle={() =>
Connections.updatePolicyConnectionConfig(
policyID,
CONST.POLICY.CONNECTIONS.NAME.XERO,
CONST.QUICK_BOOKS_CONFIG.SYNC_CUSTOMERS,
isSwitchOn ? CONST.INTEGRATION_ENTITY_MAP_TYPES.NONE : CONST.INTEGRATION_ENTITY_MAP_TYPES.TAG,
)
}
/>
</View>
</OfflineWithFeedback>
</View>
{isSwitchOn && (
<OfflineWithFeedback pendingAction={pendingFields?.syncCustomers}>
<MenuItemWithTopDescription
interactive={false}
title={isReportFieldsSelected ? translate('workspace.common.reportFields') : translate('workspace.common.tags')}
description={translate('workspace.qbo.displayedAs')}
wrapperStyle={styles.sectionMenuItemTopDescription}
/>
</OfflineWithFeedback>
)}
</View>
</ConnectionLayout>
);
}

XeroCustomerConfigurationPage.displayName = 'XeroCustomerConfigurationPage';

export default withPolicyConnections(XeroCustomerConfigurationPage);
1 change: 1 addition & 0 deletions src/types/onyx/Policy.ts
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Expand Up @@ -235,6 +235,7 @@ type XeroConnectionConfig = OnyxCommon.OnyxValueWithOfflineFeedback<{
importCustomers: boolean;
importTaxRates: boolean;
importTrackingCategories: boolean;
syncCustomers: IntegrationEntityMap;
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Please remove syncCustomers and use importCustomers.
The docs isn't accurate. The correct key is importCustomers, and we'll have to update it everywhere

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I'm getting errors from server, so I can't send the API request, but the server response syncCustomers.

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@rushatgabhane rushatgabhane May 1, 2024 •
edited
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ohh interesting, my bad then 😅

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I see the issue now, let me fix it

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@hungvu193 hungvu193 May 1, 2024 •
edited
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if I updated it to importCustomers API still throw errors so I'm asking for help.

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that's BE issue so I don't think it's related, bump @lakchote for helping here

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Here's the request:

curl 'https://dev.new.expensify.com:8082/api/UpdatePolicyConnectionConfiguration?' \
  -H 'Accept: */*' \
  -H 'Accept-Language: en-US,en;q=0.9' \
  -H 'Connection: keep-alive' \
  -H 'Content-Type: multipart/form-data; boundary=----WebKitFormBoundarygHxrwBguyZCnbbdZ' \
  -H 'Cookie: initialReferer=https%3A%2F%2Fdev.new.expensify.com%3A8082%2F; browserGUID=657b1e1ccf98b; mutiny.user.token=88dfd70a-3aa5-4ad9-9080-4f54dbfb73ef; _gcl_au=1.1.1489038878.1709459015; _ga=GA1.1.188411470.1709459015; cf_clearance=M1DirP9FL5i8zejTc7rb_GLuOKdGsyp3cgg9jOJI7rU-1714555619-1.0.1.1-F.I358ic4k57LOYGQU6UmFW1pLakSPDCfFqWltRyb0CZ0yyFgbgxdsmlwThvn4glOQr1Tld4QC0AGAoFQost4Q; _clck=8v84vb%7C2%7Cfle%7C0%7C1523; _uetsid=f5a8bd70079c11efb4b61be823255bec; _uetvid=80f5ea40d94211eea783efc64819d0ae; _clsk=1jc628l%7C1714557292125%7C3%7C1%7Ct.clarity.ms%2Fcollect; _ga_6BR2QJRCCD=GS1.1.1714555619.10.1.1714557292.60.0.0; _cfuvid=onvcaqxpOn013xLmz_Y_h0WpFucfhvDpjK4TEC1k75s-1714568731274-0.0.1.1-604800000; __cf_bm=58TeQrCPXirZSdhJBZkR1rHYuF89iKk9FZrMPLwQzcE-1714572465-1.0.1.1-RcyXwMqSPocs9YpED92uIGK8EObzH5o0fev3LWMVPuxVDR_aR.B4vvdo7_5VMQwZBkZybZ3AOy4.akQlxwlG5Q' \
  -H 'Origin: https://dev.new.expensify.com:8082' \
  -H 'Referer: https://dev.new.expensify.com:8082/settings/workspaces/67D374BFA1B0F027/accounting/xero/import' \
  -H 'Sec-Fetch-Dest: empty' \
  -H 'Sec-Fetch-Mode: cors' \
  -H 'Sec-Fetch-Site: same-origin' \
  -H 'User-Agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124.0.0.0 Safari/537.36' \
  -H 'sec-ch-ua: "Chromium";v="124", "Google Chrome";v="124", "Not-A.Brand";v="99"' \
  -H 'sec-ch-ua-mobile: ?0' \
  -H 'sec-ch-ua-platform: "macOS"' \
  --data-raw $'------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="policyID"\r\n\r\n67D374BFA1B0F027\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="connectionName"\r\n\r\nxero\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="settingName"\r\n\r\nimportCustomers\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="settingValue"\r\n\r\nfalse\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="idempotencyKey"\r\n\r\nimportCustomers\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="appversion"\r\n\r\n1.4.69-0\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="apiRequestType"\r\n\r\nwrite\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="pusherSocketID"\r\n\r\n708991.54308\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="shouldRetry"\r\n\r\ntrue\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="canCancel"\r\n\r\ntrue\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="authToken"\r\n\r\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r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="referer"\r\n\r\necash\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="platform"\r\n\r\nweb\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="api_setCookie"\r\n\r\nfalse\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="email"\r\n\r\[email protected]\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ\r\nContent-Disposition: form-data; name="isFromDevEnv"\r\n\r\ntrue\r\n------WebKitFormBoundarygHxrwBguyZCnbbdZ--\r\n'

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@lakchote lakchote May 1, 2024 •
edited
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It's a backend issue. The correct key (importCustomers) needs be added as a valid connection key.

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Thanks @lakchote , Should we hold this PR for BE changes?

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PR to fix that is up here (internal engineers).

isConfigured: boolean;
mappings: {
customer: string;
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