Import and Export Scenarios

Hi,I’m getting an error on my import scenario to import purchase orders. It will import the first order but then I get the error ‘The system failed to commit the transaction row. Any help would be greatly appreciated 

I am using an import scenario to migrate my client’s open purchase orders.  I am testing it to ensure it works for go-live and it is only bringing in the first line of the purchase orders and the remainder error.  I have tried adding the @@LineNbr, but it still errors.  What am I missing? 

We’ve created an export scenario using a GI as the source. We need to add a trailer record to the end to sum up the number of payments and the total payment amount. Does anyone know how to do this?

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

Hello Team,I currently have an Import Scenario that imports Opportunities successfully.The Opportunity is created correctly with the relevant contact information, and the Business Account is also created through the same Import Scenario. However, I am unable to map the Business Account Name correctly.Has anyone created a similar Import Scenario where an Opportunity, Contact, and Business Account are created together using the same import process?I would appreciate it if you could share a sample Import Scenario or provide guidance on how the Business Account Name should be mapped. Regards

I import some records from file for Requisitions screen. in my file i have column with unit cost but unit cost not updated. Help please

Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill 

Hi everyone,I’m currently trying to import some old, closed cases from our previous CRM for historical data, but I’m running into an issue with matching contacts in the import. I’m testing with a few records where I’ve verified the contact exists in the business account and is active, and I can manually create a case using the same data from my import scenario and in the same order as it’s listed in the scenario and it will properly match and save the contact in that case.Here’s a screen shot of the import scenario:Maybe there’s something obvious I’m doing wrong with this import scenario? I have tried moving fields order around a bit without any change. If there’s any other info that would help, please let me know.Thank you!

Hello all,I have been trying to delete line item from SO Line using import scenario mapping as below where I am using Line Number as the sales order has same items being used in multiple lines, hence making use of Line Nbr to delete them out, however I am unable to delete them:  What is it that i am missing out or making a mistake?

Hello all,I have a scenario where I have a GI with thousands in lines in acumatica and I would like to import those lines on automation basis. So I would like to import 100 lines under one schedule/one go. How can I do so?

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

Hello I am required to create a new customer location while creating the customer through Import Scenario.  I can see there is an action naming, ‘Add Location’ but it seems not working.  Can someone please let help me on this? Thank You!

I'm looking for feedback on a file synchronization issue we're experiencing.ScenarioWe have an Import Scenario configured to pull a file from an SFTP location using the File Maintenance screen's Synchronization tab (Synchronization Type: SFTP). The provider overwrites the same file in place each time new data is available — the filename does not change, only the content and (presumably) the modified date on the SFTP server.IssueEven after the file is overwritten on SFTP with new/updated records, Acumatica continues to import the old data. QuestionsDoes Acumatica rely on the file's modified timestamp or other metadata to determine whether a synchronized file has changed? Has anyone successfully used a single fixed file name that is continuously overwritten?

Hello everyone, I wanted to share a tip on something that comes up quite often, issues regarding dialogue boxes in import scenarios. For this example, I will use mass processing with the ‘Change ID’ action on Stock Items. Import Scenario Mapping: Now to the detail:Stock Item Summary <Key: InventoryCD> =[Item.InventoryCD] & <Action: cancel> - These are added to the system by default and should be kept active. Stock Item Summary Inventory ID = InventoryItem_inventoryCD - This selects the inventory item by it’s inventory id from the data provider and the data you are importing. Specify New ID <Dialog Answer> = ‘OK’ - This selects the answer to the dialogue box, in this case we want it to be OK so that the action continues to execution. If the use case was importing contacts and you wanted to stop execution for records which were duplicates, you could mark this as =’Cancel’. Specify New ID Inventory ID = {New Inventory ID Value} - This assigns the new Inventory ID val

I would like to be able to change values in one column at runtime. Is it possible to do that with a prompt or maybe in the Import by Scenario screen to change all the values in one column in the grid?AI suggested that this can be done by: Defining a Parameter on the Import Scenario Referencing that parameter in the Mapping (e.g., using a prompt variable) Having Acumatica prompt the user at runtime and inject that value into the mapped column for all rows It may be hallucinating since I wasn’t able to find any info on that.

Hello, Acumatica Team.I want to highlight an issue that I'm facing on Screen IN303000, Adjustments. I have imported an excel file of list of items that require adjustments.I have observed two issues that I'm facing - 1. When I Import list of inventory products on Adjustments screen, new random 15 - 20 entries with quantity zero are added which are not in the sheet.2. When I delete those items and then save the items already there; when I click 'Save', new random 15 - 20 entries are again added. Is this issue only on my side or is it prevalent across all acumatica users. Furthermore, this issue is observed in another user with Inventory Managment rights as well. This issue is preventing me from Releasing the Adjustments. Can anyone please help me with this issue?​@Chris Hackett 

Hi Everyone,We have multiple Business Events, each connected to its own Import Scenario, and all of them target the Sales Orders (SO301000) screen. Each Import Scenario updates different fields (Ship Via, Carrier/Class, Order Type, Prop 65 item, etc.), but they all save the same Sales Order.When a Shopify order is imported, multiple Business Events are triggered at the same time, resulting in errors such as:Another process has updated the 'SOOrder' record. The system failed to commit the Document row. Completed with Errors 0 records of 1 processed / Subscriber not processedSome Import Scenarios have Source Restrictions, while others don't, so merging them into a single Import Scenario isn't straightforward.My questions are:What is the recommended Acumatica approach to avoid these concurrent update conflicts? Is it possible or recommended to have one Business Event with multiple Import Scenario subscribers instead of multiple Business Events?

I am trying to update the Required Date Column through and import scenario.  I keep getting error   Error: 1 items have not been processed successfully. View name: Document.  I have tried deleting and readding everything from scratch.  I thought this was going to be something simple but Im missing something.  Not sure what its adding in that paramter or why I cant just specifcy the keys on the POline table and the date and call it good.  

Hope I can get some help with this. Using an export scenario to create a CSV file, data is populated from a GI. Dates in the the GI are shown without a timestamp but when the data is prepared, any date field has a timestamp. Is there anyway to stop that being created, my customer is using the CSV for a file upload to their bank and it fails on the timestamp.

Dear Team,We are trying to create bulk AP bills in the system by using an import scenario, wherein the bill needs to be created and the detail from the PR needs to be fetched into the bill as well and the bill will be created in the on-hold status.The import scenario created is as follows. However, when importing data using this import scenario the AP bills do get created for the specific vendor, however the PO receipt is not getting added to the bill. Appreciate if anyone could help me out in identifying what i am missing in this import scenario to successfully create bulk ap bills by using the import scenarios.Thank you so much in advance for your kind support and for your precious time. 

Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently

Hi All,My current requirement is as follows:I am extracting daily sales data from Epos Now (POS system). I have already been able to transform the sales data into a journal transaction format and load it into Google Sheets. The next step is to import this data into Acumatica.I would appreciate your guidance on the best approach to proceed, including recommended methods, tools, or integration options for importing journal transactions from Google Sheets into Acumatica efficiently and reliably.version : Acumatica Cloud ERP 2025 R2Thank you for your time, and I look forward to hearing from you.

I am trying to update the default salesperson on a list of customer.  I did visit a few answers where someone showed an example and I created it based on that.  I tried to just run one line and I am getting an error message.  I tried a few different things but it’s still erroring out without giving me much guidance to what the issue its.    

Hi Everyone,I'm trying to create an Import Scenario for the Consolidation (GL103000) screen to update existing consolidation setup records rather than insert new ones.My requirement is to import changes to existing records (for example, Active flag) based on existing consolidation setup entries.Any examples or guidance would be greatly appreciated. 

I am working on an Import Scenario to update the Declared Value to 0 for the boxes in the Packages tab. However, when a shipment contains multiple boxes, the import is creating duplicate package records instead of updating the existing ones.I tried using Line Nbr. as the key field, but it does not appear to be matching the existing package records correctly. Unfortunately, we do not have a License Number available that can be used as a unique key.Has anyone successfully updated existing package records through an Import Scenario in this situation? Are there any other fields that can be used to uniquely identify package records, or is there a recommended approach for updating the Declared Value without creating duplicate packages?Any suggestions would be appreciated.