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Configuration Templates

  • 1 August 2023
  • 6 replies
  • 131 views
H
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Userlevel 2

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!

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Best answer by Laura02 2 August 2023, 12:10

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manikantad18
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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
H
Rank
Userlevel 2

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.

manikantad18
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Userlevel 7
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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
Laura02
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Badge +18

Hello @hmukundan ,

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

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
meganfriesen37
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Userlevel 7
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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
H
Rank
Userlevel 2

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

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