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Most recent data import templates


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 Laura02

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
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  • Captain II
  • 2152 replies
  • August 15, 2022

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. 

 


asix02
Freshman I
  • Author
  • Freshman I
  • 5 replies
  • 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


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • 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

 


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2152 replies
  • August 15, 2022
asix02 wrote:

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. 


dougmcbride79
Semi-Pro I
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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?


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2152 replies
  • August 15, 2022
dougmcbride79 wrote:

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. 


dougmcbride79
Semi-Pro I
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Thank you, I found them


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