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Importing Employee into Acumatica using Excel

  • 30 August 2022
  • 3 replies
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R
Rank
Userlevel 2

Simple Question:

 

Trying to learn how to Import Employees into Acumatica. 

 

I have all the employees in Excel with all the necessary scenarios that I need. The only field that is mandatory is First and Last name, and Employee ID, User name, and email address. I have all that information in Excel but I am not sure how to upload all the employees into Acumatica. I know how to enter 1 by 1 but that is taking too long. Can anyone guide me on how to tackle this task?

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Best answer by Kandy Beatty 30 August 2022, 03:05

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3 replies

Kandy Beatty
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Userlevel 7
Badge +16

HI @Rsyed 

Have you tried an import scenario?

Here is one you can map similar:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
R
Rank
Userlevel 2

Thank you so much. That really helped and I was able to Import employees.

 

Thank you once again.

Kandy Beatty
Rank
Userlevel 7
Badge +16

Thank you so much. That really helped and I was able to Import employees.

 

Thank you once again.

Glad to have helped! 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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