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Import Leads from Excel Scenario Changes Lead ID

  • March 18, 2024
  • 1 reply
  • 100 views

Hello!

 

Is the Lead ID settable when importing a lead list from excel under the import scenario leads from excel?

 

Currently Acumatica is automatically setting the lead ID # even though I’ve mapped it out to use my 8 number ID. When I prepare and import the list it recognizes the 8 digit lead ID but then overrides to a 5 digit lead ID.

Any tips on the import scenario mapping would be appreciated. This is my first one I’ve custom built and I may have missed a thing or two.

Thank you,

Best answer by DrewNisley

I believe that the Lead ID field is not editable, even through the use of an import scenario. You could maybe map your excel Lead ID to the external reference field in Acumatica as a way to reference to the excel sheet.

1 reply

DrewNisley
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  • Pro I
  • Answer
  • March 18, 2024

I believe that the Lead ID field is not editable, even through the use of an import scenario. You could maybe map your excel Lead ID to the external reference field in Acumatica as a way to reference to the excel sheet.