Skip to main content
Solved

Import Scenario Payments & Applications

  • Mar 31, 2025 10:46 PM UTC
  • 4 replies
  • 291 views
  • Translate All
Freshman I
Forum|alt.badge.img

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

 

View original

4 replies

bcoutermash09
Jr Varsity III
Forum|alt.badge.img

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/

Translate
Brittany Coutermash
    meganfriesen37
    Captain II
    Forum|alt.badge.img+13

    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. 

    Translate
    Megan Friesen, Contego Software Solutions, Canada
      Varsity I
      Forum|alt.badge.img
      • johnh3
      • Varsity I
      • Answer
      • Apr 10, 2025 1:03 AM UTC

      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

       

      Translate
        Freshman I
        Forum|alt.badge.img

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

        Translate
          Terms & ConditionsAccessibility statement
          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