Import and Export Scenarios

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.

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.   

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

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  

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?  

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!

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 

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.

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

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?   

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.

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 valuessame Error goes for ID The Attribute ID and Text are also stored in the item classes that are assign

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.

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. 

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!

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

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

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

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!

Can we develop a specific data provider type ?

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

We are new to Acumatica and am trying to find the setting for the check box for ‘Automatically Apply Amount Paid’ under the Receivables-->Payments and Applications-->Add a new payment→ Load Documents tab--the screen with a title of ‘Load Options’ will popup and in the popup is the value I am attempting to find to uncheck the box.  I have looked in preferences and it is not there as well as programs which may load the ‘Load Options’ popup.  Please see the attached.  Any help will be appreciated.  Thanks.

Hello everyone,I need to export all of items with the image was attached in Attributes tab. Does anyone have done it yet? Please advise me Thanks in advance

I created an import scenario to create new Service Orders.  It only works when I run a row individually?  Does anyone know why this is happening??   

Hi Acumatica People, For my Vendors import scenario, about 1/3 of my records are failing with the error, Shipping Terms FEDEXGRND Can not Be Found in the System.  To make this error more intrguing, I am attaching my import scenario and my source Excel file (my data provider is really SQL, but for you all, I created this scenario). observations about this error: Shipping Terms is the value, PREPAID, and ship via is UPSGRND (not FEDEXGRND) and FEDEXGRND is the ship via, right? The trace conveys that perhaps the termid that I have is not found??  ….I am attaching my import scenario.