Import Scenario

Hi ​@Jupiter ,

Not a stupid question at all. You don't need the Customization menu — you can do this yourself if you have access. The Customization button is for customization projects (code and screen changes). Import scenarios are configuration, so you can edit them directly.

I'd suggest starting with the Beacon topic referenced below — it has all the basic information you need to start modifying/creating your own import scenarios. After that, feel free to search for related topics on your specific questions, or raise them as community questions.

https://beacon.acumatica.com/r/Integration-Guide/Configuring-Import-Scenarios

Hi ​@Jupiter,
 

Yes, you can modify this yourself without support.

You are seeing the "Select Project" prompt because you are clicking the Customization menu, which is reserved for code-level and UI modifications. Import Scenarios are managed as configuration records directly in the user interface.

To change your import logic:

1. Navigate to the Import Scenarios screen (SM206025).

2. Open your specific scenario from the list.

3. Go to the Mapping tab. Here you can change target object fields, select different source fields, or apply formulas (e.g., =IIf(), =Replace()) to adjust how the data is processed.

4. If you need to alter how the CSV file is structured or read, navigate to the Data Providers screen (SM206015).

You do not need to create or edit a Customization Project to update data mapping logic.
This topic may help you to do so, as there is written how to write an IIf condition on the Import Scenarios: 

Thanks for your response, and in my case the import scenario reads data from CSV and then creates invoices.  For each invoice, we have something called sub-account which I am not sure if that is custom field or standard to MYOB invoices.  Within the Import scenario where mapping for this sub-account and it this mapping that I need to alter.  Might be that I just need to add a new mapping, but I do not know what is the name of the field in MYOB for Subaccount.  Invoice columns look like this.

Hi ​@Jupiter,
 

Yes, you can modify this yourself without support.

You are seeing the "Select Project" prompt because you are clicking the Customization menu, which is reserved for code-level and UI modifications. Import Scenarios are managed as configuration records directly in the user interface.

To change your import logic:

1. Navigate to the Import Scenarios screen (SM206025).

2. Open your specific scenario from the list.

3. Go to the Mapping tab. Here you can change target object fields, select different source fields, or apply formulas (e.g., =IIf(), =Replace()) to adjust how the data is processed.

4. If you need to alter how the CSV file is structured or read, navigate to the Data Providers screen (SM206015).

You do not need to create or edit a Customization Project to update data mapping logic.
This topic may help you to do so, as there is written how to write an IIf condition on the Import Scenarios: 

 

Thanks for your response, and in my case the import scenario reads data from CSV and then creates invoices.  For each invoice, we have something called sub-account which I am not sure if that is custom field or standard to MYOB invoices.  Within the Import scenario where mapping for this sub-account and it this mapping that I need to alter.  Might be that I just need to add a new mapping, but I do not know what is the name of the field in MYOB for Subaccount.  Invoice columns look like this.

 

If it is the Invoices screen (SO303000), then the name of the field is SubID, and I am pretty sure that for many screens it would have the same column name.
If you want to know the name of any column in Acumatica, just press Ctrl + Alt on the keyboard together and just click on the field you want to check.