Skip to main content

Import and Export Scenarios

Discussions Import and Export Scenatios

  • 901 Topics
  • 3,737 Replies
901 Topics
J
Jr Varsity II
johnh3Jr Varsity II
asked in Import and Export Scenarios
Fixed Assets Module: Disposal Import Scenario

Hi there, I’m trying to create an Import Scenario to dispose of a large number of assets across multiple companies. However, I’m getting a generic error. Below is the trace: Here’s what the Import Scenario looks like - I’ve also attached the .xml file for reference (note we don’t have sub accounts active). What am I doing wrong here? Thanks!

774
S
Freshman I
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Import and Export Scenarios
Import scenario to add Invoices & Items to a RC type order

Hi, We are trying to create an import scenario to mimic pushing the ADD INVOICE button on RC order types. We are trying to select a certain item from a certain AR Invoice. The issue we are having is trying to select or check the Selected box on the Add Invoice Details pop-up. The pop up box is looking for the Add & Close button but that is not available as a dialog answer selection. Here is an image of the Import scenario. It is also attached.

120
wfilipiak67
Captain II
L
Freshman I
lorneweinsteinFreshman I
asked in Import and Export Scenarios
Import Scenario Payments & Applications

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.

313
J
Jr Varsity II
Fred Reiter
Freshman I
Fred ReiterFreshman I
asked in Import and Export Scenarios
Import Scenario to Create Shipment and Add Sales Order

Create Shipment import scenario was working in 23R1 but gets an error in 24R1. The error message is “Another process has added the 'SOShipmentCarrierData' record. Your changes will be lost.” The Add Order function works in the UI but I have tried everything to get an import scenario to work to no avail. Here is what my current scenario looks like: Any Ideas would be appreciated.

334
Fred Reiter
Freshman I
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Import and Export Scenarios
Getting Value cannot be null. Parameter name: key in Dashboard

I created a Dashboard. But I get this error in KPI Widget. Any idea of this .The GI Works Fine BTW.

120
R
Varsity I
KurtBauer
Jr Varsity III
KurtBauerJr Varsity III
asked in Import and Export Scenarios
Substitution List using Acumatica table and field

The substitution list screen has a selection for an Acumatica table and field. Does this mean we can use fields from Acumatica tables for the substitution? For example, we are importing data and the customer in the Excel file is the customer external reference, so I’d like to substitute the import value using the AcctReferenceNbr in the Customer DAC with the AcctCD. I have tried a few variations of the below and it doesn’t seem to work. Does the substitution list support this functionality or will we have to manually maintain individual values in the original/substitution value list? Thanks, Kurt

9446
Robert Sternberg
Captain II
jessicapruitt
Freshman II
jessicapruittFreshman II
asked in Import and Export Scenarios
Does The Export Mapping Sync Every Time The Finished Product Is Sync'd?

I am trying to understand the Entities sync settings better. We have Stock, Nonstock, and Template finished products with Export Mapping Active fields established. I noticed on older products mapped to the Website, the Export Map settings are not installed on the products in the BigCommerce. Is this due to the fact it only reads this mapping once when the External ID is assigned and the first sync occurs? I went to the SKU in question in Sync History to manually sync it to see if the fields fill in on BigCommerce, and they did not. I noticed this because some products have the fields filled in on BigCommerce, and others don’t. Yet, the Acumatica file has not been updated. I am guessing that the active export mapping settings were not active during the first sync. Any ideas?

20
jessicapruitt
Freshman II
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Import and Export Scenarios
MT940 File Import into Acumatica

Hi Everyone, Has anyone worked with MT940 files to import data into the Import Bank Transactions screen in Acumatica? If so, I would really appreciate it if you could share your approach or any insights on how you handled the import process. Thanks in advance for your support!

80
N
Jr Varsity III
N
Freshman I
nthea23Freshman I
asked in Import and Export Scenarios
Import Trail Balance

The Import Branch and Mapped Branch are errors, and I don't know what I should fill in for it. Please kindly advise with thanks

231
meganfriesen37
Captain II
N
Freshman I
nthea23Freshman I
asked in Import and Export Scenarios
Import AP Prepayment

I had learned from the Book named “F110 Data Migration ". I tested the ACU Import AP Prepayments but had one error that can't be imported. Please kindly advise. Thanks for your support and help.

70
N
Freshman I
N
Freshman I
ndahayol79Freshman I
posted in Import and Export Scenarios
Importing Intercompany Branch Mapping

I am trying to figure out the best way to load large intercompany mappings through import scenarios. Have anyone done this successfully?

4207
C
Freshman I
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Import and Export Scenarios
Issue with import Quick Process button to create and confirm shipment

Dear All, I want to create a business event where, if the Sales Order (SO) type is "SO" and the status is "Open," the system will automatically quick process to create and confirm the shipment. I have created an import scenario, but it is not working even though the business event history shows success. Could you please point out where I might have gone wrong?

305
Manikanta Dhulipudi
Captain II
B
Freshman I
BarbaraPFreshman I
asked in Import and Export Scenarios
Import scenario for Purchase Receipts - excluding Lot tracking

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please? Many thanks.

33918
L
Freshman I
L
Freshman I
lunarchickadeeFreshman I
asked in Import and Export Scenarios
Purchase Receipt Creation skips every other line with Import Scenario

Hi everyone! I'm in a bit of a pickle. Goal: Take a list from a vendor of all the Drop Shipped items, make the receipts for them automatically with and Import Scenario, and then go on to the next project. Here's the rub though. Every time I run it, it will run the first line selected, but then skip the 2nd, run the 3rd, not the 4th. Etc. There's some variability if there's multiple lines, but most of ours are single ones. The error I get is: Field: Order Nbr., Value: 001325, Error: 'Order Nbr.' cannot be found in the system. The data is all coming out perfectly on the ones that do run, but I can't figure out why it's skipping like that. It claims it cant see the Order Number, but that feels like a bit of a red herring since the type and order numbers above the ones that don't run is in exactly the same format.

438
L
Freshman I
A
Anonymous
asked in Import and Export Scenarios
How to Import Text Attributes into Existing Items

Hi Guys I'm looking for guidance on how to import Control Type Text Attributes into existing items in Acumatica. What steps or mappings are required to successfully import and associate Control Type Text Attributes with the items? Any advice or resources would be greatly appreciated! When i Import by Import Scenario i get this message: Error: '...' Value of the 'TEXT' Attribute is not among it's possible values same Error goes for ID The Attribute ID and Text are also stored in the item classes that are assigned to the items. I can manually fill in the TEXT and ID, but I would prefer to import them

547
S
Semi-Pro III
H
Freshman II
hoawFreshman II
asked in Import and Export Scenarios
User Role Import Scenario drops roles

Hello! I found a few posting but they’re 1+ year old posting and wondered if anyone has experience this issue recently. In my scenario, I have 3 active directory users with different number of roles. I used the “Import Users w Role” scenario to import their roles. What happens is the first user will have all the roles imported, the 2nd user have some imported and the 3rd user have nothing imported. Below is my screen shots: Roles are imported successfully. The first user has all the roles imported but only some of the 2nd user and none for the 3 user.

7012
H
Freshman II
H
Semi-Pro II
HarrySemi-Pro II
asked in Import and Export Scenarios
Data Provider to CSV export scenario not loading the fields

Hello all, I have been trying to create an export scenario of CSV file but it is not filling in the schema fields if I only define the column names. But if i enter any data under the column names then acumatica displays me the schema fields. Since this is an export scenario, we cant fill in dummy data under those columns. Attaching the xml of data provider.

151
bwhite49
Captain I
J
jsalmont
asked in Import and Export Scenarios
Mass deleting records

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products. How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

16995
T
Varsity I
M
Freshman II
MatthewMyersDRFreshman II
asked in Import and Export Scenarios
Update multiple matching rows with an Import Scenario

We are trying to run an import scenario to update all rows in Forecast that match our criteria. We have the following XLS data provider. And this import scenario: There are multiple records for each inventory ID as well as each warehouse, that differ by the begin/end date. We want to update all records that match the inventoryid and warehouse specified in the data provider but the import scenario only updates the first match and moves on to the next record. How do I configure the IS to match all records instead of just the first match? Thank you in advance. Matthew

452
darylbowman
Captain II
G
Freshman I
garcimig09Freshman I
asked in Import and Export Scenarios
Is there a way to have postal code not be validated when uploading customer information since i keep getting errors for my foreign customers list?

I’m trying to upload my customer information list and I keep getting an error in my import by scenario. I just want a way where Acumatica doesn’t pay attention to the way the postal code is written and have it upload the format that I have it as. This is just one example but I have many other countries as well

2876
P
Jr Varsity II
P
Jr Varsity II
PatrickBaconJr Varsity II
asked in Import and Export Scenarios
Import Scenario for Canadian Customer Fails with Postal Code Error

Hi Acumatica Community, With my customer master import scenario, my Canadian customer imports are failing as follows: Error: Field: Postal Code, Value: K1M 2C9, Error: The entered code doesn't match the required expression. My American customer imports work fine. On the countries screen, CS204000, I have this input mask and regular expression for the Canadians: -------------------------------------------------------mask: >L#L #L# Regular Expression: ^[A-Z]\d[A-Z]\s?\d[A-Z]\d$ Here is the help entry for Canadian Mask and regex: Here is the help wiki for Masks, To Configure an Input Mask and a Display Mask for a Field ------------------------------------------------------- FWIW, https://regex101.com/ tells me I have a match:

252
P
Jr Varsity II
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Import and Export Scenarios
Import Scenario - Sort Data before processing

Hi Everyone, I have a source dataset (shown below) for creating SO Invoices. I’ve set up an import scenario that is working fine, but it is generating three invoices instead of the expected two. Based on the data, I expected only two invoices because the Reference Nbr is the same for the 1st and 3rd lines. Has anyone encountered this issue before? How can I modify the import scenario to ensure only two invoices are created in this case? Additionally, I noticed that Acumatica has removed the sorting option for grids in Import Scenarios. Has anyone found a workaround for this? Thanks in advance for your help!

374
lauraj46
Captain II
H
Freshman II
hartjFreshman II
asked in Import and Export Scenarios
Is it possible to import/update an attributes values via a Import Scenario

I’ve found 35 topics tagged with ‘Import and Export Scenarios’ that have the word attribute in them, but haven’t found one that lets you import an actual attribute, not a attribute value on another screen. Is this possible? This does not work for me, but I’m not sure why. The attribute’s ID is ‘LOCAL’. It is of type text. The data looks like this with fake values for demonstration: AttributeID Value ValueIDLOCAL cat 1LOCAL dog 2LOCAL mouse 3 Any help or examples would be appreciated. Thank you!

172
Manikanta Dhulipudi
Captain II
SadokHanini
Freshman II
SadokHaniniFreshman II
posted in Import and Export Scenarios
Specific Data provider

Can we develop a specific data provider type ?

114811
Vignesh Ponnusamy
Acumatica Moderator
A
Jr Varsity III
AJohnsonJr Varsity III
asked in Import and Export Scenarios
Issue with Row Set Import Scenario for the Data Source column

Hello Community, I had an import scenario created for the row set form previously that worked fine but there looks to have been updates sometime in 2024 R2 that changed the import scenarios target object fields and actions. Specifically, in regard to the data source column. It does fully import but not setting the fields inside the data source where I am attempting to update the “Account Class”. Before version that did work: New version attempt: Again, both versions import, but only the first one sets the account class appropriately. Any help would be appreciated! Attached is the one from version 2024 R2 24.206.0014 I am attempting to get to work. Thanks, Adam

333
A
Jr Varsity III

Go to

Discussion Forums
Financials
Distribution
Manufacturing
Construction
CRM
Field Service
Retail
Payroll
Professional Services
Low Code | No Code Customizations or Integrations
Develop Customizations
Develop Integrations with Web Services | APIs
Other Developer Topics
ISV Solutions
Configuration and Installation
Reports and Generic Inquires
Import and Export Scenarios
System Health and Performance
Community site discussions
Community Introductions
Everything Else
Technology Partners and Customers
News & Announcements

Tags

Most helpful members this week

Badge winners

Show all badges
Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
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