Import and Export Scenarios

I’ve tried to find an import scenario to import users into a new system and am not finding what I need.  I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?

I have an issue importing Sales Orders when the Contact name (e.g. John Doe) is associated with multiple Business Accounts. I’ve tried the following with following results: Works if the Contact name is associated only with the BA related to the SO importing, but often error if multiple BAs. Imports nothing. Imports nothing.Thanks.

Just to preface, I am self-teaching on Import Scenarios for the most part, and I don’t have a lot of experience with them yet. This is around the third Import Scenario I have built from scratch, and it has one complicated part I am really having trouble getting right. Now on to the problem:I have some Stock Items that I want to make default a certain vendor. The vendor is already on the Stock Items, I just want to use Import Scenarios to check the default box for that specific vendor. There are multiple vendors on these items, so I need the Import Scenario to choose the line that vendor is already on and check that lines box for the default. I have set it up a ton of different ways, and I can get it to check the box, but it always checks the box on the first vendor in the list. Alternatively, the way I have it set up at the moment is giving an error about adding a duplicate line. Screen shots below. If any other info would help just let me know. Stock Item Vendo

I have import scenario. When import have some error  

I have only project ID and TaskCD. How to import task by TaskCD?

Hi, i want to import migration data for AP Bill but when i try it there’s an Error 'AP Subaccount' cannot be empty. Enter the document open balance to this box”.There is any mapping that i missing, i really confused about this, when i try to remove the reference number, the error becomes “The Save button is disabled” So. i decided to put it random number, but when i try to input the number, there is a new error, please take a look, you can see the picture bellow:  And i already input Account and Subaccount in excel, i already did it manually in Bill & Adj. Form to see the Account and Subaccount but Acumatica cannot read it ya? Please help me to solve about this, i r

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping and following the same field order as the screen but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊    

After importing the PO into the AP Bill I want to compare the unit cost provided in the import to the PO unit cost and mark the AP Bill in some way,  However, the Transactions.CuryUnitCost is not populated.For example,the import file has $100 as the unit cost but the PO unit cost is $80.00.  The problem seems to be the Transaction columns are not populated and the condition is true every time,The formula is =IIF([Transactions.CuryUnitCost]<>[Unit Cost],Concat('Unit Cost of ',[Unit Cost],' Not the same as PO Cost'),'')Where [Unit Cost] is the source data being imported, 

I’m trying to create a Import Scenario that updates a Automation Schedule for Turnover. I’ve produced this import scenario, but I’m getting a “System failed to commit the fill rows” every time. Any advice on how I could achieve this?  

Hi guys,I’ve created the following two user fields:BAccountExt.usrSAGAlteKDNr BAccountExt.usrSAGAlteLieferantenNrI would like to make these fields searchable via the global search. Hope u can help me.Thanks

Hello! I am reviewing the Import Scenario “ACU Import AP Bills”. When we manually print a check in Acumatica, it automatically finds the next “payment ref.” # in the sequence for the cash account/payment type and adds that into the  Payment Ref. cell. I was wondering if (for our AP Bill Import Scenario), instead of manually inputting the “Payment Ref.”, is there a way to have Acumatica autogenerate it based on the existing sequence? 

Hi, i want to import the AR Invoice and Memo using Import Scenario, but when i try import there is an error “The Save Button is disabled”  i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow and XML:Please help me to solve about this, i really appreciate, thank you 😊  

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊   

Hi gurus. How do I create an Import Scenario that changes the transaction dates of Open Move Transactions dated in the current month to update to the first day of next month?Users make the move transactions ahead of time and so when they go to close out EOM, they can’t because there are "open Move transactions". The import aims to just shift them to the first day of the next month e.g. 30/11/2025 > 1/12/2025. Data provider would be a GI of open move transactions.

Good morning everyone. I am trying to create a new bom with a business event using a GI and an import scenario on a schedule. I am getting the error “The last error was Cannot generate the next number for the BOM sequence.”. To diagnose it easier, I exported the GI to excel and made a data provider, new import scenario, and used import by scenario to upload. i used the community post below to find a solution that worked. This post used option 1 in the below screenshot. It worked fine and created a new bom with the next autonumber with everything correct on it. I then made the change to the business event subscriber import scenario and I got the “cannot generate next number” error. I then tried option 2 below and the business event history shows that it ran successfully with no errors but it didnt actually create the bom. I saw another post where someone could only get the header to get created and had to add materials later so I tried making the GI as simple as possible and use only

There is a lot of documentation and training around non-XML data providers but not very much around XML data providers.  The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own?  (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty>

Hi, I am reaching out regarding a customer requirement related to importing Sales Orders through the Import Scenario.The customer needs to upload invoices in bulk, where each invoice contains multiple line items. We identified that column wise import of the Inventory Item field is not supported. Other fields can be mapped correctly, but the system consolidates the Inventory Items into a single line instead of creating separate lines for each item.Customer Requirement– Ability to import Sales Orders with multiple line items using an Excel template.– Each Inventory Item should appear as a separate line in the Sales Order during import. Issue Observed– The Import Scenario does not support column-wise mapping for the Inventory Item field.– Inventory Items are not created as separate lines.Could anyone confirm whether Acumatica supports this functionality? If not, could you suggest an alternative approach to handle t

Does anyone have an example of an import scenario that inserts Lot/Serial Nbrs. into Line Details?I have a Business Event that will create IN Issue documents when an IN Transfer is released, but I’m having trouble getting the Lot/Serial Nbrs from the Transfer’s Line Details included in the Line Details of the IN Issue. 

I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one: 

Does anyone have a working Import Scenario to create a service order from a sales order? When the ‘Create Service Order’ action is executed through the UI, it redirects to the Service Order screen and the user has to press the Save button.  An import scenario that starts on the Service Order screen can populate the dialog box options but cannot press save. Another approach it to create a Service Order starting on the Service Order screen, but in this case there doesn’t seem to be any option in the User Interface to identify the source of the service order, which needs to be linked back to the Sales Order.  Even on a new Service Order, these fields are not editable.  The only way that I can find to create the linkage is using the ‘Create Service Order’ action from the Sales Order.I have reviewed several threads including this

Hi everyone,I’m trying to automate the export of a GI using an Export Scenario (CSV format) that should be triggered after a vendor bill changes status.My goal is to generate one CSV file per bill, automatically.What is the simplest way in Acumatica to achieve this?My main blocker is: Generating a separate CSV file for each bill, instead of one consolidated file Avoiding overwriting files while the system is synchronizing or sending them to the FTP server Has anyone implemented something similar, or can recommend the best approach?Thanks in advance for your help!

I am trying to import assets into a new system, I am running 25.1 Build 25.101.0153.4 My import scenario looks like:When testing the import on 6 transactions,  With ‘Break on’ options cleared.  I get the following results: If I make the first transaction in active, the error moves down. I have am not specifiying correctly with the Save function.  What is very curious is I have used this same scenario to import the same data into the Test system.Any ideas?

Hi all,I’m trying to import compliance records into Project → Compliance and Compliance Management (type “Other”) in Acumatica 2025.Prepared Data shows records, but Processed = 0.Import Scenario has no Insert action, though manual entry works.Does anyone know a supported way to import these records directly?Thank for your support!

Hi guys,When I use this mapping, I can only import a single data record and then have to click “Import” again.What do I need to change in the mapping so I can import all the data at once?Thanks in advance   

When I try and run this import scenario, I keep running into errors. My upload is only 2 lines but it errors out after importing one line and I have to run it again to complete the second line of import. Any idea on how can I fix this? My XML and import scenario is attached.