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Ability to copy from an excel worksheet and paste lines in to any grid like screen in Acumatica

  • 16 February 2022
  • 5 replies
  • 136 views
M
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We recently migrated from MS Dynamics SL 2018 to Acumatica. There is one feature we used a lot in MSD that is missing in Acumatica: the ability to copy from excel and paste information in any grid like screen.

For example, if we had a spreadsheet set up with the same columns, in the same order as the allocation screen, we could copy the information from there and paste into the software.

It would be very helpful to not have to upload an invoice allocation or a JE.

 

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Best answer by vkumar 17 February 2022, 04:27

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Kandy Beatty
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Userlevel 7
Badge +16

Hi @mmalta  This feature does exist in the current system.

For example on the Journal transactions, you would simply hit the Load Records from File button and you can upload an excel from there. Also, make sure your excel matches Acumatica for the upload or it will not work. 

 

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*.
M
Rank

Hi,

Thanks for responding. I appreciate the insight!

We currently use the upload feature, which requires uploading the excel file as opposed to a copy/paste directly onto the screen.

 

Thanks again.

 

Kandy Beatty
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Userlevel 7
Badge +16

@mmalta  You can always suggest that for future considerations. 

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*.
V
Rank
Userlevel 7
Badge +11

Hi @mmalta 

As suggested above, post a request on ideas page i.e, https://community.acumatica.com/ideas with requirement details.

Regards,

VijayKumarU
kratzert
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Userlevel 4
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Copy/pasting LINES from a spreadsheet (not the entire Excel file) is a standard feature in many software, even old GP and SL. We really need this in Acumatica. 

TanyaK

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