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Import Templates for Customers and customer equipment

  • April 18, 2024
  • 2 replies
  • 109 views

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 Laura03

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

2 replies

Laura03
Captain II
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  • Captain II
  • 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
  • April 18, 2024

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