Skip to main content
Solved

Import Templates for Customers and customer equipment


Is there any generic import templates for a customer list? Where am I able to find them if so? 

Also looking for a generic template for equipment list import scenario. 

TIA. 

Best answer by Laura02

Hello @blegarda ,

Import templates can be found attached to Import Scenarios in Integration → Import Scenarios screen:

Into what module, screen are you importing equipment? Acumatica offers several equipment screens; it will help us to know which one you need. Below I’ve posted a link to a previous post, answered by Naveen, where Kandy has posted an import scenario for  Equipment.  I hope this helps you.

Laura

View original
Did this topic help you find an answer to your question?

2 replies

Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • April 18, 2024

Hello @blegarda ,

Import templates can be found attached to Import Scenarios in Integration → Import Scenarios screen:

Into what module, screen are you importing equipment? Acumatica offers several equipment screens; it will help us to know which one you need. Below I’ve posted a link to a previous post, answered by Naveen, where Kandy has posted an import scenario for  Equipment.  I hope this helps you.

Laura


  • Author
  • Freshman I
  • 1 reply
  • April 18, 2024

Thank you! Target equipment is what I was looking for. 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings