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Change Activation status on import scenario

  • December 22, 2023
  • 3 replies
  • 148 views

dpruckus
Freshman I
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Is it possible to have a flag in the import file, to change the Activation status on file import? Lets say I have a master spreadsheet of Employees (or users) and everytime before importing it I would select which ones are Active and which ones are not. In this case I wont need to manipulate the data on the Import scenario screen. Thanks.

 

 

Best answer by Robert Sternberg

This is possible and is something I do quite often, the implementation does not quite align with your question however I believe it will accomplish your goal. 

STEP 1

Add a new column to your excel file “Active”

Values are 1 or 0 (0 for exclude)

 

STEP 2

Create an import scenario with SOURCE RESTRICTIONS of Active = 1

All rows with Active = 0 will be excluded from your import as requested. 

 

3 replies

Naveen Boga
Captain II
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  • Captain II
  • December 22, 2023

@dpruckus  I don’t think that is possible. We need to choose/select the records in the Import Scenarios screen to be processed.


ed.goodman
Acumatica Employee
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  • Acumatica Employee
  • December 26, 2023

@dpruckus 

Functionality to change the activation status on the import does not exist at this time.  You will need to look into customization in order to accommodate this.  As a workaround, if you are only wanting to update information for active employees, I would suggest setting up a target restriction in the import scenario for active employees.

 


Robert Sternberg
Captain II
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This is possible and is something I do quite often, the implementation does not quite align with your question however I believe it will accomplish your goal. 

STEP 1

Add a new column to your excel file “Active”

Values are 1 or 0 (0 for exclude)

 

STEP 2

Create an import scenario with SOURCE RESTRICTIONS of Active = 1

All rows with Active = 0 will be excluded from your import as requested.