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Configuration Templates

  • August 1, 2023
  • 6 replies
  • 376 views
H
Freshman I

Hello. I am seeking configuration templates that can be imported for various modules such as Finance, Distribution, Field Service, and CRM, specifically for the versions 2022 R2 or 2023 R1. If anyone possesses such templates and is willing to share them with me, I would be extremely grateful for your assistance. Thank you in advance!

Best answer by Laura03

Hello @hmukundan ,

Acumatica-provided Excel import templates can be found in Integration → Import Scenarios screen:

 

M
Laura03

6 replies

Manikanta Dhulipudi
Captain II
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Hi @hmukundan 

Could you please help me with more Information, Are you referring the email templates from different modules,

There are few email templates are configured in standard acumatica with preloaded data,

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
H
Freshman I
  • hmukundan
  • Author
  • Freshman I
  • August 2, 2023

Hi @manikantad18 - Thank you for your reply. I am looking for general configuration templates for all area of the system to help load the configuration from a xls file rather than going into the individual screens and clicking them.

Manikanta Dhulipudi
Captain II
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Hi @hmukundan Currently you need to go each and every template and export them from the standard acumatica, I believe they offers around 70+ system in various modules.

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
H
Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • August 2, 2023

Hello @hmukundan ,

Acumatica-provided Excel import templates can be found in Integration → Import Scenarios screen:

 

~ Laura Barber, WM Synergy
Chris Hackett
H
meganfriesen37
Captain II
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If you are a VAR there are some files available for Fast Track Implementation (under Vendor Portal > Services > Implementation Kit > Fast Track Materials).  These are not available for every edition and/or release though because they are snapshot based you have to be on the correct version and they may not fit the customer’s business needs.  There are some videos that outline the processes.

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
H
H
Freshman I
  • hmukundan
  • Author
  • Freshman I
  • August 7, 2023

Thank you everyone for your responses. I will reach out if any additional clarifications required. Much appreciated!!

Chris Hackett
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