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Question

Import New/Existing Customer with Payment Method

  • April 14, 2026
  • 2 replies
  • 21 views
evillarosa12
Freshman I

Hi Acumatica Fam! I hope everyone is doing well.

I have created a basic Import Scenario to add new customers and update existing records. Everything is working correctly, except for updating the Default Payment Method under the Payment Method tab.

By default, the system pulls the settings from the Customer Class, but some new customers require a different Payment Method. Has anyone successfully updated this specific field via an Import Scenario?

I’ve attached screenshots of my current Import Scenario and the specific field I am trying to update for reference.


 



 



 

2 replies

lauraj46
Captain II
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  • lauraj46
  • Captain II
  • April 14, 2026

Hi ​@evillarosa12 ,

The PaymentMethod field in the scenario is to set the value, not a lookup.

If you know the line number then you can specify it in the scenario to retrieve that row.  The row numbering starts with 0.  

Another option is to lookup by the PaymentMethodID.  If you have multiple payment methods for the same PaymentMethodID (i.e. credit cards), I think this will return the first match.

Hope this is helpful!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+16

    ​@evillarosa12 

    I used the below import scenario to update the customer payment method 

     

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