Skip to main content
Solved

Configuration Templates


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 Laura02

Hello @hmukundan ,

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

 

View original
Did this topic help you find an answer to your question?

6 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

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


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • Answer
  • August 2, 2023

Hello @hmukundan ,

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

 


meganfriesen37
Captain II
Forum|alt.badge.img+12

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.


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

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


  • Author
  • Freshman I
  • 9 replies
  • August 7, 2023

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


  • Author
  • Freshman I
  • 9 replies
  • 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.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings