Import and Export Scenarios

Hi everyone,I’m working in Acumatica 2024 R2 and trying to import new Contacts using an Import Scenario targeting Contacts (CR302000).I’m hoping to get clarification on two related items.Question 1 — Contact ID auto-generationIs it possible to import new Contacts and have Acumatica automatically generate the Contact ID?Specifically: Should the Contact ID field be: omitted entirely from the Import Scenario? included but left blank in the source file? mapped to <Key: ContactID> in some specific way? Right now, it’s unclear what the correct “insert-only” pattern is for Contacts when the system should assign the Contact ID.Question 2 — Import runs successfully, but no Contacts are createdI have an Import Scenario that: runs without errors reports co

sorry if this was answered, I could not findHow do I import a “Phone Type” for the modern UII tried below and it did not work (nothing shows)related to this how can you see fields codes in modern UI?   

Hello,I’m looking to link SOLine Files to the AMProdItem files via import scenario through the add link action or ideally directly through the file maintenance screen.Has anybody successfully done this? I’m not sure this is possible because the add link button opens up a new window to the search in files screen and the file maintenance screen apparently does not currently allow you do add an entity.  

I created a new screen and I am trying to setup an import scenario to update it. I first created a data provider, import scenario, and uploaded via import by scenario to test it. That works fine. I then made a gi off of that screen and added a business event “Trigger by action” and copied the import scenario into that business event. The import by scenario works like it should. The one on the business event does not. Does anyone know why this would be and how to fix it?

I have several hundred products where the Alternate Type should be set to Vendor Part Number but it is incorrectly set to Barcode. I’m trying to create an Import Scenario to correct these in bulk but when I attempt to import it is adding a new line instead of altering the line: Here’s a screenshot of my Import Scenario: Any suggestions how to fix this so it doesn’t add a new line?

Hi, I am trying to import bank transactions with a csv file data provider. I have established the import scenario, but my condition doesn’t seem to work. It is for the amount column in my CSV file where if it’s positive, it should be a receipt and disbursement if negative:CSV fileImport scenario condition This is my error when importing: An error occurred while executing the Abs(Identifier(Amount)) function. Type mismatch in the argument 1 of the Abs() function: Expected one of the Integer types. Looks like ABS function isn’t accept by the system. Can someone help please?

Hello, I am required to export an excel from the Acumatica system and save it in my local folder or even in my drive. I tried to get this done using the Synchronization option on the file maintenance, but it gives me an error. Below is what I have configured.When I select Export File action, it gives me the below error. Is it possible to export files and kept save it in a folder or a drive, or this is not something can do within standard Acumatica?Thank You!

Hello!I’m required to hide multiple transactions on the Process Transaction form and is there’s a way that can be done through import scenarios?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.

I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual. 

Hey, team - I know very little about configuring export scenarios.  I’ve got a client on 24R2 using the Export AP Payment to ACH v2 scenario.  No modifications have been made to it; everything is out of the box.  The output ends with hundreds of 9’s.  Where in the ES is this part dictated?  TIA.  

Hello-The mission is to use business event to trigger an import scenario subscriber to create AP Bills. The business event will be triggered on a schedule, the source screen is a Generic Inquiry containing fields that is required for an AP Bill creation. The bill ref. nbr is auto generating. We want to create bills based on vendor ID. Meaning if each line record in the GI has the same vendor, then they should all be imported under the same vendor in the same bill. Currently, my business event is firing, and it is creating a bill. But it is creating one bill per each line on the generic inquiry. I want one bill per vendor. This is the import scenario, salesPersonID field on the GI is the field we want to use as vendor on AP Bill.  

I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt 

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? 

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

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

Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Is there a way to bulk download saved PDF invoices?

Hi,My customer is using an XML file from a 3rd party to update PO container records (AcuContainer). The issue we have is that there are records that don’t exist in the system, how do we DISABLE record creation so it will only UPDATE existing records? Thanks

Hi, I am attempting to create an import scenario that populates attributes at the line level for purchase receipts. My import scenario is adding the correct inventory id, quantity, etc. but doesn’t populate the attribute value. What am I missing? 

Hi Community,I am gathering information regarding importing subcontract balances into Acumatica. I would like to get your input on this topic Do you use the Acumatica standard Subcontract import scenarios for importing subcontract balances? When importing subcontract balances, how do you update subcontract Billed Quantity and Amount? Is it through a customization? Do you import AP bills with unreleased retainage, change orders, compliance records linked to the subcontract? What are the difficulties you currently face in importing subcontracts information into Acumatica?Your responses will greatly help our engineering team in building the right solution. 

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.

I am attempting to import External Applications (screen SM301000), but the process is failing when running the import.I get this error in the Import by Scenario screen when importing:There is no Error message in the “Error” column.The Import Scenario is pretty basic:The goal is to make it look something like this: I also checked Trace, but it did not show anything else useful.Does anyone have a suggestion? Thanks! --Brian

Hi,Does anyone have a way to import customer notes but with multiple lines such as for phone numbers. This is so it will carry over to service orders and appointments.  

I want to fire an import scenario to update a user field on multiple stock items when the Vendor Price Worksheet is released.  The BE will work only when Raise Event is For All Records which means the import scenario is run multiple times.  I would like it to only run once.