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Question

Set Customer Default Payment to Acumatica Pay via import scenario or mass update

  • April 17, 2026
  • 2 replies
  • 26 views
S
Jr Varsity III
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For new customers the Default Payment Method is set to Acumatica Pay and works. However, I have over 100,000 customers with defaults set to Authorize.net.  I need to change them to Acumatica Pay as the default when an Acumatica Pay account does not exist for the customer.

I created a GI that selects the correct customers.  I have tried the import scenario a couple of different ways, with none of them working.

<Line Number> line was used to set Authorize.net as the default when we first got on Acumatica.  I do not know how to get the Line Number for the Acumatica Pay method.

PaymentMethod table PaymentMethodID = TXACUCC

                                    PaymentInstanceID = 58452

Either way I run it the default is set to the first payment method which is the default cash option.

Please Help. 

2 replies

mohammadnawaz51
Jr Varsity II
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​@skalb11 

Please use this.

https://globalpayex.com/erp-integrations/
    S
    Jr Varsity III
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    • skalb11
    • Author
    • Jr Varsity III
    • April 23, 2026

    I tried the scenario shared in the response.  I think the line nbr value is the issue.  From another Scenario I successfully setup, the error I am getting indicates it is not getting the correct payment method.  I cannot find defPMInstanceID or Card/Account Nbr available for mapping in the customer table.  I have no idea how to set the correct line nbr. 

    Data:

    Import Scenario:

     

    Error:

     

    Is there a way to find the line nbr?  Is it the same for all customers or do I need to find it for each customer based on how many payments they have setup?

     

    Thanks.

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