Hi,
When importing Excel sheet into Acumatica, is it a must that the field in that excel spreadsheet be the same as those fields in Acumatica?
Am tying to import sales prospects in an excel sheet to opportunities screen but it’s not getting through.
Kindly advise,
+2Hello
The Excel headers can have any name as long as you map them to the corresponding field in Acumatica.
For the values below the Excel headers, if the field is mapped to an Acumatica field that has specific values then the values in your Excel file should match the values within Acumatica.
Hope this helps.
+19Hello,
It may help us to answer why your records are not importing if you show us your import scenario and the resulting errors in the Import by Scenario screen.
Thank you!
Laura
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