How do I create an Import Scenario to add the customer's Credit Limit to their Financial Credit Verification Rules from a spreadsheet file?
Answer
How do I create an Import Scenario to add the customer's Credit Limit to their Financial Credit Verification Rules from a spreadsheet file??
Best answer by jsudak
Thanks for the suggestion. The 4 hours I spent on this course did not help at all (which, sadly, I find is typical of most of the courses). I learned more about Data Providers, Import Scenarios, and Import by Scenario, but nothing that directs me through the process of adding/updating the field I need loaded.
I have a 3-column spreadsheet that has the Account ID, Customer Name, and Credit Limit in $$$. I do not have a comprehensive list of customers, just the credit limits for a portion of them that needs to be added to the Customer Record on the Financial tab under Credit Verification Rules.
+19Hello,
Are you having trouble with an Import Scenario that you have already configured? If yes, please post screen shots of the import scenario and your results, including any errors.
If you are brand new to Import Scenarios and are just getting started, a good place to begin is the free instructional videos on Acumatica Open University:
https://openuni.acumatica.com/courses/reporting/i100-integration-scenarios/
Laura
~ Laura Barber, WM Synergy
+12Someone else is having the same issue here:
Thanks for the suggestion. The 4 hours I spent on this course did not help at all (which, sadly, I find is typical of most of the courses). I learned more about Data Providers, Import Scenarios, and Import by Scenario, but nothing that directs me through the process of adding/updating the field I need loaded.
I have a 3-column spreadsheet that has the Account ID, Customer Name, and Credit Limit in $$$. I do not have a comprehensive list of customers, just the credit limits for a portion of them that needs to be added to the Customer Record on the Financial tab under Credit Verification Rules.
+15Hi
Acumatica Functional Consultant & Customer Experience Supervisor
+4Hello!
I was able to create the following import scenario and successfully update the credit limit field.
Hope this helps!
Ed
Ed Goodman
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