Import and Export Scenarios

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 assigned to the items. I can manually fill in the TEXT and ID, but I would prefer to import them 

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 an Input Mask and a Display Mask for a Field-------------------------------------------------------FWIW, https://regex101.com/ tells me I have a match:   

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. 

I have a scenario where We are creating Template Items and then generating the Matrix Items. We have thousands of template items like this so will be creating many more thousands of matrix items. The issue I have is that we are able to, via import scenario, set the Column Attribute ID and Row Attribute ID on the Configuration Tab. These values then carry over to the Item Creation Tab. However, in the Item Class we have a 3rd Variant Attribute we want to use which we want to set the value to via import scenario and then trigger the Create Matrix Items button. Via Import Scenario how do I target and set a value to these additional Variant Attribute fields.  I can’t find anyway to do it via Import Scenario when the Screen Name is set to Template Item

Hello,I’ve looked at a couple of other posts with similar questions, but I still can’t seem to find where my problem is.I have an import scenario to create invoices. Some customers have multiple lines on the Excel sheet, but all lines need to be on a single invoice for each customer. The import scenario, however, is only grouping the line items if they appear in sequence on the Excel sheet - I do not want to have to sort the Excel sheet before importing. If line 1 is for customer 1234 and line 19 is for customer 1234, they need to be on one invoice.Here is what I currently have for the import scenario:And here is a snippet of my Excel as an example, 8216 appears here 3 times, but it is creating 2 invoices - the first with the first two instances from the Excel and the second invoice with the third line item:Thanks in advance! 

I have an Export scenario that updates a Magento store’s quantity values every hour. I created a GI that will show me the current qty available to ship of all inventory that was invoiced in the last hour.At the start of the day, it will fail with the error: “Index was out of range. Must be non-negative and less than the side of the collection. Parameter name: index.”If I run it manually in Export by Scenario by selecting Prepare & Export, I get the same error.If I check “Discard Previous Result” and select Prepare & Export, then it will run. And for the rest of the day, the process will run on the hourly schedule I have it on.Until tomorrow morning when it will need me to run it manually again.Any ideas on how to troubleshoot this?

Hello All,I have been trying to fix this one for a long time but I need some help! I have setup an automation schedule on the Process Import Scenario Screen. This Automation schedule is set up as follows:  The schedule history looks as follows:  The Result states Processing is completed but with errors but when I check the for the records on the screen it is supposed to be imported, I cannot find it. It has not been processed. What am I missing out on? When I run this manually on either Process import scenario screen or Import by scenario screen, it runs just fine but not processing the same through Automation. Can someone please help? Regards,Ameya

Hello all,I have been trying to create an import scenario for SO where I have 4 columns from which the data is to be inserted. Out of these 4 columns it is not necessary that the data from these 4 columns are required to be inserted.So as per the above screenshot, for row 1, the value under book1 should be inserted. Similarly, for last row the value under book1 & book2 columns should be inserted while the other should be skipped. For a single row an individual order would be made.What condition can be inserted so that the cells where ‘-’ sign is inserted will not be inserted and be skipped in the import scenario?Thanks.