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.

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.

Thanks for the above and I did try to make a change in our 2023 version, and upon making the change the status of this Import scenario has changed to ‘New’ from being ‘Processed’ and now when we try get the error.  After making a change, do I have to publish/process this scenario before it can be executed?

Hi ​@Jupiter ,

This issue is unrelated to your import scenario. The error indicates an AWS configuration issue; specifically, the user mentioned in the error message lacks the s3:ListBucket permission. Please update this permission in your AWS account and try running the import again.

This error was not showing until I made the change and even after me removing my change it is showing.  Plus, do you know which permission am I changing as I do not have access to the AWS.

​@Jupiter, ask your admin to have a look at that error; this is related to your own ERP system and role permissions with AWS. I believe that without access to AWS, you could not change this permission, so you would need someone who has access to it.

You had the same issue on this topic you created 2 months ago: 

That was resolved by re-publishing the customisation.  Not by changing any permissions on AWS.  And that is what I thought that the Status of this Import Scenario has changed to “New” so I need reprocess it some how and not sure on the steps or any AWS permissions.

​@harutyungevorgyan FYI - I was able to get past the above error by updating the Data Provider file.

Now I am able to run the scenario which basically creates invoices and defaults the Subaccount to XXX000SOF and I tried to add the following in the MAPPING tab of the import scenario to change the subaccount to XXX165SOF.  But the invoices are still being created with Subaccount XXX000SOF.

Any idea what I am doing wrong?

​@harutyungevorgyan FYI - I was able to get past the above error by updating the Data Provider file.

Now I am able to run the scenario which basically creates invoices and defaults the Subaccount to XXX000SOF and I tried to add the following in the MAPPING tab of the import scenario to change the subaccount to XXX165SOF.  But the invoices are still being created with Subaccount XXX000SOF.

Any idea what I am doing wrong?

Just use Subaccount instead of Subaccount → Subaccount and add that line before <Action: Save>

Thanks ​@KrunalDoshi , that worked.  Champion :)

Another silly question, just like GI, do the Import scenario needs to be fixed in each tenant?