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Import by Scenario (Leads)

  • 5 September 2022
  • 6 replies
  • 181 views
C
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Hi there,

System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.

Appreciate if you guys could assist on this matter. Thank you in advance.

 

 

Here's the screenshots of the data provider and import scenario profile.

Data Provider

 

Import Scenario

 

Leads screen

 

 

icon

Best answer by chenwm 6 September 2022, 04:57

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6 replies

Naveen Boga
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Hi @chenwm  Please use below import scenario to import the Leads.

 

 

Below is the link for reference.

 

 

Naveen B
manikantad18
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Userlevel 7
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Hi @chenwm 

Please find the attached Import scenario to import leads

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Acumatica Functional Consultant
C
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Userlevel 4
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Hi @chenwm  Please use below import scenario to import the Leads.

 

 

Below is the link for reference.

 

 

Thanks for the workaround. Let me test it out.

C
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Userlevel 4
Badge

Hi @chenwm 

Please find the attached Import scenario to import leads

Thanks for the workaround. Let me test it out.

C
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Userlevel 4
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Hi guys,

I managed to solve it. Just rearranged some fields in order in the import scenario and it works! 

Thanks for the help guys.

 

 

J
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Userlevel 1

Had the exact same issue and changing the order solved as above solved it.  No logic to this.  Thank goodness for this forum.

 

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