Import and Export Scenarios

i am trying to export an ACH batch to upload to my bank.Using the AP305000 Batch Payments screen getting the following error:The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits. Verify the vendor's payment settings on the Vendors (AP303000) form. The Routing number is 9 digits and set properly in the Vendor Profile.Any idea why i am receiving this error and how to correct? thank you

I would like to delete the value for the field  "restrict visibility to" from suppliers screen via an import scenario. Anyone knows how to do that? I tried to add a formula =’Null’ but I am getting an error message: Field: Restrict Visibility To, Value: Null, Error: 'VOrgBAccountID' cannot be found in the system.Many thanks, Patricia 

I have been able to create an import scenario to save credit memos, but I cannot apply the credit memo to an invoice.I get a message“An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.”even through I am able to apply other credit memos to that invoice.Any ideas?  

Hello!I want to update notes of Approvals tab in the Invoice form through and Import Scenario.  Is there any possibility doing this? Amanda 

Hello! I am looking to use import scenario to restart the Full-Text search feature daily during non-production hours. I believe I can create an import scenario for the ‘Restart’ button in More menu in the Rebuild Full Text Seach index screen. What would my data provider be in this case since I’m not importing from excel and I don’t have a GI to use? Do I need to create GI for this?  

I am trying to create an Import Scenario to import ACH information on a Vendor.  I am using Payment->Default Payment Settings->Payment Instructions to bring in the Account number, Beneficiary Name, Routing Number and Bank name.  Here is my import scenario. The error I am getting is that the 'PaymentMethodID' cannot be empty.Anyone have any ideas or have an example how you accomplished this? 

I am trying to use a import to update emails on Contact.  What am I missing here ?I have the Contacts ID pulled from a GI21.115.0017 

Hello,I need to use an import scenario to add contacts to existing vendors.I am only adding “LAST NAME” and “EMAIL ADDRESS” for each vendor contact.My import scenario into the Contacts screen works without error.However, only the last contact in my data provider is actually added into Acumatica.I believe this has to do with the lines at the beginning with the (-1) that Acumatica normally adds automatically when you create a new import scenario.  It did not add those lines when I created this import scenario.Again, the import scenario says it processed all records and shows no errors.  However, only the last contact shows in Acumatica. 

Hello all,I have been trying to import Customer Contacts but only my last contact is getting added out of 5 of them. Below is the import scenario:FYI, when I try to search for the Contacts (CR302000) form in the Universal Search Bar, it doesnt list the screen, due to license restrictions, as its not purchased. But still I am able to access the contacts form if I click on any of the contacts from the Customers (AR303000) screen → Contacts tab.We do have the option the create a contact on the Customers screen but how shall I build an import scneario for the same? 

I’m importing into the Project Budget Forecast screen and I have it working except it is requiring an inventory id. If I put in an inventory id, it works. However, all of my other budget lines don’t have an inventory id on them (<NA>). Is there a way I can get this to work for the <NA> lines? Thanks in advance.Paige

Please help to solve this error:“Error: An error occurred during processing of the field Amount value 6500 The document is out of the balance.”   

Good day,I set this import scenario in my test system  It worked no problem creating vendors.  New vendor IDs were created (Auto Numbered).  I added a complete additional fields.  Not it give the BA can’t be blank message.Help or pointing me the right direction would greatly appreciated.See XML Attached.Thank you.Evan

Hello,My task import process is only creating one record. Leading me to believe it is overwriting the record instead of creating multiple lines. I have attached an export of my import scenario as well as a screenshot below. Is there something I am doing wrong for this process? I have interchanged Subject!Subject and Summary and the results do not differ.Thanks,Tyler

Hello all,I have been trying to update the line in one of the screens but unable to do so.I have been trying to update the End date for the second line in the below rate table,  And the import scenario: 

Has anyone ever created an Import Scenario to import payments against invoices lines. We are using Pay By Line feature and I cannot get the import scenario to work.

 "Can anyone help me resolve this error? I have created an import scenario for bills and adjustments, and I want to attach a purchase Receipt (PR) to the bill, but I'm unable to get the input. Can someone please help me solve this issue?" i have attached this pic 

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form.  Please help me find what is XPMSetup form? Thanks,NB

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error.  If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error? 

I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results.  I have followed the I100 course instructions, but am obviously missing something.  Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row.  What am I missing?  

Hi,I am creating a business event to add time card entries through an import scenario.It gives me an error which says - Employee not found in the system. It seems there is some sort of an access issue. Could anyone please help?But the employees are present in the system. I can manually add time card entries. And also I can add through a stand alone import scenario (That’s not connected with business event/automated schedule).  ==================================================== Thank you!

Hello! I would like to use Business Event Import Scenario to create a task automatically when an opportunity status changes to “Won.” I followed the steps in this article: Automatic Task Creation with Business Event and Import Scenario • Everything Else • Acumatica User Group Forums (augforums.com) but was not able to see the task get created. I think my import scenario might be wrong… any ideas?  Thanks!

Hi All, I am creating an import scenario for sales orders and after a lot of troubleshooting I was able to get to the end of it without any errors, however after importing my data I saw that Line Description is coming up as blank.I believe that is because of the highlighted info on the screenshot below where I set it to Null. However I don’t know how else to get the data that I need to be in the false statement.My if statement is supposed to bring the item description from my import file if the item id is “!” (exclamation mark) otherwise, just use the description that the system uses based on the inventory id. Essentially, in this situation, the “!” is a comment item, so it should change as per the import file, otherwise it’s an actual stock item, thus should use the description set in Acumatica.I tried looking into the internal fields but could not find the name of the field to bring it up, if it is that simple.Does anybody have an idea? Thanks!Clauber  

Hello, I am trying to update Vendors. When I try to import it, it pops up with an error saying “The key cannot be updated at this time. Try to save your previous changes first.”.Here in my mapAnd the errorThere are no errors showing up on the lines of the import.What could be causing this? Thanks!

I made an import scenario that creates production orders. Is it possible to have it release the production order in the same import scenario? I added “Release Order” to this import scenario and it will error and say “The Release Order button is disabled”. It seems to me that it needs to wait a moment after creation before it becomes available but I dont see a “Wait” or “Sleep” option in there. Am I missing something in my import scenario to make it work? Or do I need to have a separate import scenario to release them after they have all been created? I am using 2024R1 build 24.112.0026. 

I'm trying to set up an import by connecting to an Amazon S3 bucket via SFTP. However, I keep encountering an error stating that the openssh key type is not supported.The key was uploaded to the Encryption Certificates screen as a text file. The File Synchronization was configured with the SFTP details to connect to the Amazon S3 folder.  I tried ssh-rsa and ecdsa key formats but Acumatica rejected both. I am able to access it with no problems using FileZilla, but I am not sure how to configure it in Acumatica. I couldn't find any Acumatica documentation on configuring SFTP or what file transfer policies are supported.Has anyone successfully configured SFTP in Acumatica?