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Most recent data import templates

  • August 15, 2022
  • 7 replies
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asix02
Freshman I

Hi:

Is there a list of data import templates, that import all data (all detail tab data)  for entities (vendors, vendor items, customers, ...)?

This must exist since so many people import data. 

I was surprised that the data provider doesn’t have a template for importing stock items. 

Hopefully the Acumatica Support group can provide this. Please provide them in this community portal. 

Thanks

Toon Six

ASix@inteltech.com

Best answer by Laura03

Hello Mr. Toon,

Attached please find a customer import template from my personal library.

As new fields are added with new versions and fields can appear/disappear with feature enable/disable… my example may not 100% match your needs. However you will find it more robust than some basic data providers that come with the system.

My Stock Items example is a little weaker; yet may help. Is from an implementation that uses Manufacturing and Matrix. Enjoy!

LB

 

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    7 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18

    Hi @asix02 

    Currently there are 72 “out of the box” templates in the Import scenarios screen. Do you have access to this screen? Also, a few you mentioned are there. 

     

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    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    asix02
    Freshman I
    • asix02
    • Author
    • Freshman I
    • August 15, 2022

    HI:

    I understand but these templates have only the general tab information. How about the information of the other tabs in the detail grid?. For instance for customers, the financial data fields? 

    Thanks for your help.

    Toon Six

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    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • August 15, 2022

    Hello Mr. Toon,

    Attached please find a customer import template from my personal library.

    As new fields are added with new versions and fields can appear/disappear with feature enable/disable… my example may not 100% match your needs. However you will find it more robust than some basic data providers that come with the system.

    My Stock Items example is a little weaker; yet may help. Is from an implementation that uses Manufacturing and Matrix. Enjoy!

    LB

     

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    ~ Laura Barber, WM Synergy
      Kandy Beatty
      Captain II
      Forum|alt.badge.img+18

      HI:

      I understand but these templates have only the general tab information. How about the information of the other tabs in the detail grid?. For instance for customers, the financial data fields? 

      Thanks for your help.

      Toon Six

      HI @asix02  Some of those fields populate based on the customer class or vendor class. The out of the box ones provided by Acumatica have the simple data for minimal imports. 

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      Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        DJMcBride
        Semi-Pro I
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        • DJMcBride
        • Semi-Pro I
        • August 15, 2022

        I am struggling finding the 72 “out of the box” templates in the Import scenarios screen.  Can you direct me to where there are please?

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        Doug McBride
        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18

        I am struggling finding the 72 “out of the box” templates in the Import scenarios screen.  Can you direct me to where there are please?

        Go to Integration> Profiles> Import Scenarios

         

         

        Every instance that I have ever used, has had them. 

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        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
          DJMcBride
          Semi-Pro I
          Forum|alt.badge.img
          • DJMcBride
          • Semi-Pro I
          • August 15, 2022

          Thank you, I found them

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          Doug McBride
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