Solved

Import Leads from Excel Scenario Changes Lead ID

  • 18 March 2024
  • 1 reply
  • 39 views
E
Rank

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,

icon

Best answer by DrewNisley 18 March 2024, 22:00

View original
2 Attachments

1 reply

D
Rank
Userlevel 1

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.

Drew Nisley

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved