I have only project ID and TaskCD. How to import task by TaskCD?
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Import project task by TaskCD
Best answer by MissyMain41
When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
Can you please share some example ?
Hello Bihalivan,
Please open any sales demo installation and review the “Out of Box” import scenarios that come with Sales Demo data - these are great to use as visual example!
If you do not have a sales demo environment on your own local workstation/laptop yet then do note that it is a pretty easy process to get going, and full instructions can be found within the “installation guide” of any build. This would be immensely helpful for any future testing/configurations you will be performing. Since it would be for your own personal testing and not production you could get away with using Developer version of SQL which is free and unlicensed, the rest is just windows feature/iis setup and deployment of the actual site on your workstation.
For example, here is the install guide for 24R2: https://acumatica-builds.s3.amazonaws.com/builds/24.2/PDF/AcumaticaERP_InstallationGuide.pdf
I also recommend reviewing the first section of the i100 training guide found here: I100 Integration Scenarios 2025 R2 and if you have time perhaps review the entirety of the PDF. This training is immensely helpful in learning how to configure and use import/export scenarios properly so as not to cause data integrity issues or performance problems.
As for assisting with your specific configuration request, it would be best to post us an image of what you currently have configured, or attach the XMLs to this post so we can upload to our own local installs and review.
Thanks!
Example of a randomly selected “out of box” import from a Sales Demo environment
Fields highlighted in yellow are fields manually added, the “key fields” highlighted in red are ones that are automatically added when adding the yellow fields.
There is a lot of moving parts to import/export scenarios, so I do highly recommend taking that i100 training that is available.
+2Hi
What screen are you trying to import data?
Do you have an import scenario setup? If you do, could you please share the XML file or attach screenshots?
Hi
What screen are you trying to import data?
Do you have an import scenario setup? If you do, could you please share the XML file or attach screenshots?
I have my custom screen with table that have project id, task id and other fields. I need load rows from xls file by import scenario. In my file I have project id and task cd columns
+2When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
Can you please share some example ?
+2When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
Can you please share some example ?
Import scenarios vary depending on the screen, could you share a screenshot showing how your custom screen looks like?
When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
Can you please share some example ?
Hello Bihalivan,
Please open any sales demo installation and review the “Out of Box” import scenarios that come with Sales Demo data - these are great to use as visual example!
If you do not have a sales demo environment on your own local workstation/laptop yet then do note that it is a pretty easy process to get going, and full instructions can be found within the “installation guide” of any build. This would be immensely helpful for any future testing/configurations you will be performing. Since it would be for your own personal testing and not production you could get away with using Developer version of SQL which is free and unlicensed, the rest is just windows feature/iis setup and deployment of the actual site on your workstation.
For example, here is the install guide for 24R2: https://acumatica-builds.s3.amazonaws.com/builds/24.2/PDF/AcumaticaERP_InstallationGuide.pdf
I also recommend reviewing the first section of the i100 training guide found here: I100 Integration Scenarios 2025 R2 and if you have time perhaps review the entirety of the PDF. This training is immensely helpful in learning how to configure and use import/export scenarios properly so as not to cause data integrity issues or performance problems.
As for assisting with your specific configuration request, it would be best to post us an image of what you currently have configured, or attach the XMLs to this post so we can upload to our own local installs and review.
Thanks!
Example of a randomly selected “out of box” import from a Sales Demo environment
Fields highlighted in yellow are fields manually added, the “key fields” highlighted in red are ones that are automatically added when adding the yellow fields.
There is a lot of moving parts to import/export scenarios, so I do highly recommend taking that i100 training that is available.
When you create an import scenario, the fields you need to map are the key fields and required fields, besides that, you should only need to add <Action: Save> line at the end and it should work.
Can you please share some example ?
Hello Bihalivan,
Please open any sales demo installation and review the “Out of Box” import scenarios that come with Sales Demo data - these are great to use as visual example!
If you do not have a sales demo environment on your own local workstation/laptop yet then do note that it is a pretty easy process to get going, and full instructions can be found within the “installation guide” of any build. This would be immensely helpful for any future testing/configurations you will be performing. Since it would be for your own personal testing and not production you could get away with using Developer version of SQL which is free and unlicensed, the rest is just windows feature/iis setup and deployment of the actual site on your workstation.
For example, here is the install guide for 24R2: https://acumatica-builds.s3.amazonaws.com/builds/24.2/PDF/AcumaticaERP_InstallationGuide.pdf
I also recommend reviewing the first section of the i100 training guide found here: I100 Integration Scenarios 2025 R2 and if you have time perhaps review the entirety of the PDF. This training is immensely helpful in learning how to configure and use import/export scenarios properly so as not to cause data integrity issues or performance problems.
As for assisting with your specific configuration request, it would be best to post us an image of what you currently have configured, or attach the XMLs to this post so we can upload to our own local installs and review.
Thanks!
Example of a randomly selected “out of box” import from a Sales Demo environment
Fields highlighted in yellow are fields manually added, the “key fields” highlighted in red are ones that are automatically added when adding the yellow fields.
There is a lot of moving parts to import/export scenarios, so I do highly recommend taking that i100 training that is available.
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