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Service order import with activities

  • 22 January 2024
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DavidEichner
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I am trying to import historical service orders along with multiple activities for each service order.  However, there doesn’t appear to be a place in the import scenario profile for activities.  Am I missing something?  

Has anyone else encountered this issue?

Best,

David Eichner, CPA

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Best answer by johnw51 23 January 2024, 23:11

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J
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I would suggest two imports.  The first to get the service orders in and then a second one to bring in the activities and attach them to the appropriate service order.  Here is a forum link where the import attached activities to customer records.

Import Activities for a customer • Everything Else • Acumatica User Group Forums (augforums.com)

Hopefully that will help you get started.

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