Import scenario to replace default salesperson on customer account

Hello Mike, to delete a line from a grid you need to map <Line Number> line to =-2. Here’s a link where you can find an example on how to map this type of scenario (min 57:58): 

Hope it helps. 

Hi @mikeho 

Here is another thread that might help.

https://community.acumatica.com/import-and-export-scenarios-117/import-scenario-2020r-updating-salesperson-and-general-information-11947

@laura01  had a good solution on here as well. 

Disregard; can’t delete

@riglesias - Am I correct in understanding that I’d need to set the Field/Aciton name to @@SalesPersonID in order to do this? Because Acumatica doesn’t allow me to do this (the row disappears after I type that into the field).

@kbeatty21 - I don’t see a solution from @laura01 on that post (only a question), can you clarify?

Hi @mikeho 

I tagged her on accident. I meant to tag @riglesias. You need to do the -2 to delete then add the new salesperson. 

@kbeatty21 & @riglesias - I’ve added the -2 but now it’s not making any changes at all:

Just to clarify - are you saying I need to add a field for the original default salesperson ID that needs to be removed, and use the -2 to delete that ID first, then add the new Salesperson ID? If so, is there a way to do this without having to include the original salesperson ID and just have Acumatica delete what is there regardless before adding the new salesperson ID?

@kbeatty21 & @riglesias - I tried adding a separate line for the original salesperson ID (to delete) but when I run the import scenario it is just adding the new salesperson ID and setting it as default, leaving the original salesperson ID on the account as well:

@mikeho I would recommend you to run two separate scenarios. One to add or set the default salesperson you need (this one should not have <Line Number> line mapped to =-2). Then another scenario to delete the salesperson/s you need. Notice that in the screenshot I sent <Line Number> line is mapped below Salesperson ID: 

 

Thank you for sharing your solution with the community @mikeho !

I’m facing the same issue, but I’m quite new and I don’t understand why I dont see the last two columns. Is there any user permission or license type that I need to check? Can someone please enlighten me on this issue?

Thank you

​@meet1504 you may need to open the Column Configurator and add those columns if you wish to view them.

Thank you ​@michaelho 😄

How can I modify the above import scenario to delete the existing Salesperon and add the new Salesperson while keeping my data format same. My current data format includes Customer ID, Customer Name, New Salesperson ID, Salesperson Name, Location, IsDefault. I just want to delete the existing one and replace the new one. Currently, the import scenario makes the new salesperson default, but I want to delete the salesperson. What changes I should do to the import scenario?