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Importing Employee into Acumatica using Excel

  • August 30, 2022
  • 3 replies
  • 634 views
R
Freshman I

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?

Best answer by Kandy Beatty

HI @Rsyed 

Have you tried an import scenario?

Here is one you can map similar:

 

    Kandy Beatty
    bpickleskcm

    3 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17
    • Kandy Beatty
    • Captain II
    • Answer
    • August 30, 2022

    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*.
    DConcannon
    bpickleskcm
    Chris Hackett
    R
    Freshman I
    • Rsyed
    • Author
    • Freshman I
    • August 30, 2022

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

     

    Thank you once again.

    Kandy Beatty
    DConcannon
    Chris Hackett
    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17
    • Kandy Beatty
    • Captain II
    • August 30, 2022

    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*.
    DConcannon
    bpickleskcm
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