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Importing Sales Order and Customer numbers.

  • 11 July 2022
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Hi,

I have a question is there a way when importing open sales orders into Acumatica there is a formula that can pull in the customer number in the system without having to add it to the spreadsheet that is being imported?

Second is there a way to automate files to be uploaded into the Data Provider from a workstation to Acumatica? Let me know.

 

Thanks,

 

Frances Pantelidakis

 

 

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Best answer by hkabiri 13 July 2022, 18:58

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Hello, Your source file must identify the customer in some way, but it doesn’t have to be the customer id number. You can use customer name, address line1, perhaps tax id number.  This list is from Import Scenarios, Field/Action name, search for customer:

Unless all orders in the file are for the same customer. If all orders are for the same customer then you can hard-code the value like =’Customer123’ in your import scenario.

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@FrancesPantelidakis24 

I am not following you on what you mean by customer numbers? Also wonder which direction this value should go, from Acumatica to outside or outside to Acumatica? I am asking as you are importing data

 

On second one, you can take the benefit of File Synchronization and setup import file synchronization for the given data provider attached file.

https://help-2022r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=8af2b749-8998-4da9-8b4a-50904ca7c2c0

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