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Import Scenario Payments & Applications

  • March 31, 2025
  • 4 replies
  • 167 views
L
Freshman I
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Hi Guys,

I have not built an import scenario before.  I need to create a scenario for importing credit card payments into our system so that we dont have to have someone key in all of the credit card payments manually.

Can someone suggest where I might find good information on how to create an import scenario from scratch to accomplish this as the canned one seems to have fields in it that do not exist, so I need to modify it or create a new one.  

 

As always, your thoughts would be greatly appreciated.

Best answer by johnh3

Hi ​@lorneweinstein 

In addition to ​@bcoutermash09’s excellent suggestion to the Acumatica Open Uni, this article is often passed around the forums as an excellent reference guide for most of the functions you will encounter in a scenario:

Acumatica Import and Export Scenarios Tips and Tricks

 

4 replies

bcoutermash09
Jr Varsity III
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  • bcoutermash09
  • Jr Varsity III
  • April 5, 2025

Acumatica Open Uni has great information on creating Import Scenarios. I would suggest reviewing the course and playing around in a testing tenant. You can always post to community if you get stuck or have any specific questions!

 https://openuni.acumatica.com/courses/reporting/i100-integration-scenarios/

Brittany Coutermash
Chris Hackett
meganfriesen37
Captain II
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I will say that a lot of the “stock” import scenarios that Acumatica provides haven’t been updated since they released them in 2019Rs, so there’s often fields that have moved/changed names. 

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
L
J
Jr Varsity III
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  • johnh3
  • Jr Varsity III
  • Answer
  • April 10, 2025

Hi ​@lorneweinstein 

In addition to ​@bcoutermash09’s excellent suggestion to the Acumatica Open Uni, this article is often passed around the forums as an excellent reference guide for most of the functions you will encounter in a scenario:

Acumatica Import and Export Scenarios Tips and Tricks

 

Chris Hackett
bcoutermash09
L
L
Freshman I
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  • lorneweinstein
  • Author
  • Freshman I
  • April 14, 2025

Thanks so much for the feedback.  Both excellent suggestions.   Lorne

Chris Hackett
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