Problem: Error "The amounts in a journal entry must balance" when using the Dataloader to create a journal entry from Integrator.IO.
Solution: Remove the extra lines at the end of the file, adjust data loader settings, and update the individual mappings.
- Open the CSV to view the extra lines. These lines confuse the "Add" operation of the Journal Entry, and so must be deleted.
- In the data loader settings, a change must be made to the general configuration in step 1. Enable the option for "Multiple Rows Per Record" and select the "Subsidiary" field as the Key Column. This groups all of these lines to be put in as the same Journal Entry. Without this option enabled, the data loader will try to make, in this case, seven different JE records, one per each line.
- Go into the settings for the individual mappings and disable the "Use First Row" option. (By default, when we group the lines like above, Integrator.io will only use the "first row" of any line-item mapping.)