Import and Export Scenarios

Hello! I am trying to get my user defined fields (attributes) on business accounts to copy over to the opportunity when an opportunity is created. Any ideas on how to make this happen? Thanks in advance :)

Hello Community,I am working on a customization in Acumatica where I need to implement a new data type in Acumatica Data Provider for text files (.txt).Does anyone have experience with this or an idea of the approach? Any guidance, or documentation references would be greatly appreciated.Thank you!

We need to remove the Default Issue From location from 18,000 SKUs. I have set up an import scenario but I can’t get it to remove the value that is currently there. Here is the import scenario:When I run the scenario, it says Processed but the prior location remains. Can anyone advise?  

Hi all,Currently, my company has two branches. Previously, we had only one. My import scenario mapping is working, but after that, it continues to show an error. I checked all the branch settings in both the Customer and Customer Class, but the error still exists.My provider is a Generic Inquiry that pulls data from the Request screen (RQ301000).Pls advise me if you have any idea. Thanks in advanced.

I am trying to set up and activate customer contracts via import scenario using the import scenario below but I’m getting an error. What is missing?The contracts have already been created and I’m just trying to run the set up and activate process. 

I am trying to uncheck boxes on Item Warehouse Details that had previously been set to allow for Reorder Point input - now client wants override removed  But 0  I cannot get import scenario to remove the check - import runs with no error - but does not remove check 

Hi. I have an import scenario (attached XML) for opportunities that is tested and working perfectly for individual records. When I go to do the full import from Excel (1171 records), it only imports the first one, even if there is no error. In other words, it will import one correctly, finish running the full import (takes like 15 minutes), then says 1170 records did not import.Can anyone tell me what I am doing wrong? 

Hi Experts,I'm currently working on an import scenario where I need to select multiple order lines using the Add PO Line action on the Purchase Receipts Screen.I came across the following forum post which addresses a similar issue:[Import Scenario - Purchase Receipts - ADD PO LINE button not adding PO Line 2](Forum link)However, the solution provided seems to work only for single transaction orders. When dealing with multiple line orders, it fails to function correctly. Could someone please assist me in resolving this issue?Any assistance on this matter would be greatly appreciated.Thank you.

I am currently checking if the receipts related to a purchase order are being imported correctly using the screenshot scenario that I have also linked.However, although the receipts are being created through the scenario, they are not linked to the purchase order. Some help please :) !Thank you in advance.

I need to export inventory planning settings for stock items within a specific warehouse. I thought I was going to be able to use the stock item page but “Days of Supply” and “Inventory ID” were the only fields populated.I then attempted to export the information via the Item Warehouse Details page but was continuing to get the following error “Insufficient stack to continue executing the program safely. This can happen from having too many functions on the call stack or function on the stack using too much stack space.”I’m looking to export Inventory ID, Safety Stock, Reorder Point, Min Order Qty, Max Order Qty, Lot Size, and Days of Supply

Is there a way to include the record note when Export to Excel? 

I’m needing to update the Export to External System checkbox on inventory from TRUE to FALSE but not having much success. I have my import scenario set:When I attempt to process the import, it just throws off an error message:Not sure if I’m missing something or I have the import scenario set incorrectly. Any assistance would be appreciated.

Hello all. I am using an import scenario tied to a Business event to update Project tasks. If task A gets completed, tasks B,C and D get completed as well.  This works great except not all Projects have task B,C and D. If I run it and a task is not there it errors our.  Is there a way to suppress the error and continue? Is there a way to see if the tasks exists first and if not skip?I unchecked the “Break on” Check boxes but it still does not work.My rules for task completion are long, and creating filter/rule and scenario for each possible combination would be almost impossible. Thank you all  

Hello all,I thought it will be beneficial to share the below yesterday drove me crazy. We have configured the Inventory Code to be 20 unicode character. We imported the stock items without any issues. When we tried to import our opening inventory we started receiving some wierd errors like “the record couldn’t be imported due to an error in the next record” and this would repeat until the very last record in the import file. We tried importing through the upload button in “IN Purchase” but there we received an error that “Inventory ID can not be null” and we had no null value in the file.Long story short I did a lots of trial and error to figure out the errors all are misleading. What has happened we had “/” and “\” in our part numbers. Although we had successfuly imported them as Stock Items but the other import referencing them was failing to import. When we changed these two charcters to “-” all worked out just fine. There could be other special characters potetially causing problem

Hi Acumatica Community,I’ve set up an import scenario to handle contact records using a CSV file exported from Shopify.The goal is to either update an existing contact (based on the email) or create a new one if the contact doesn’t exist. However, I’m encountering an issue where the scenario always creates new contacts, even if a matching email with the contact exists in the system.I am using <Key: External> in the first row.  My understanding is that this is used to identify records in the system, but it does not look like the whole import is updating any existing contact at all, instead, creating new ones.Is there something wrong with how I’ve configured the <Key: External> mapping or could there be another setting or mapping I’m overlooking that might cause this issue?Any help would be really appreciated!Will 

Hi, I have a requirement to create Issues, Receipts and Warehouse Transfers using Import scenarios. How can I right the logic when there are multiple line for a particular Issue or warehouse transfer.Thanks in Advanced.

Hi,I tried to create an import scenario for the Sales Order Bulk update. Here in the Sales Orders there are some items that price need to be taken from the Sales prices setup system and there are some items that price need to be taken from the Excel. When uploading Sales Orders through the import scenario I tried to write the Logic in the import scenario as =IsNull( [Unit Price],[Transactions.CuryUnitPrice]), But the system does not take the price when creating the Sales Order if the unit price is not avaialble in the excel file. How can I solve this?Thanks in advance. 

Hello all! I am trying to import vendor payment instructions for EFT (Canadian ACH) and when I run my import scenario, the error I am getting states that “Error: Provided value does not pass validation rules defined for this field.”What I am trying to update: My import scenario :  Why is this happening and does anyone know how I can fix this? Thank you!

Hi! I am trying to import a list of prices using the import from file function on the Sales Price Worksheet screen. I received a timed out error but the screen still shows that it is executing. I checked in System Monitoring, and it says task finished, and there is no running process or request, but the Sales Prices Worksheet screen seems to suggest that it is not done yet. Can someone help clarify for me what this means? Should I cancel this or refresh the browser? Thanks!

I am migrating to Acumatica ERP and have lots of stock information i want to import to the Description found under the Description Tab.Is there any special way of creating the scenario

I’m working on a new project and I could use some help with the steps I need to complete.  I’m trying to automate the importing of data from an external source on a nightly basis.  Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem.  I can successfully run the import scenario with a single file, but how do I do it for multiple?  When I perform the “File Synchronization", I end up as multiple versions (one for each new file).  How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?  

I am sure I am missing something. We have a customer who sells items in a different Sales Unit to the Base Unit. We have set up the Sales UOM price in Sales Prices of Price Type Base and Synced to BigCommerce which is now showing the default price as the price on the inventory item (in terms of base units) and the Sale Price as the price from Sales Prices.This all works well when a customer is logged in to the store they see price on the item as in the price from Sales Price asd that is what they will be buying it in. However if the customer does not login the price they see on the item is the item default price which is not correct as they cannot buy it in that UOM.They want to allow prices to be visible to customers even if they are not logged in.  

Greetings, by any chance is there a formula that allows me to import invoices separated by a comma??from here: Invoice Numberto import like: 

Hi everyone, I'm trying to configure an import scenario for Payment and Application and I'm looking for a formula that once the Payment Method is selected automatically select the Cash Account. For example, once I select ACH payment Method the cash account is selected by default.  

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens.