Import and Export Scenarios

Hi,We have a client that wants to import A/R Invoices and Payments into Acumatica using files that have pipe delimited txt, csv, txt, or dat extensions and also export data from Acumatica using the same file extensions. Is this possible? Any help or reference guides would be great.Thanks,Frances   

I have an inquiry that shows all Bills who need to have the Pay by Line box checked (next I am doing Invoices and Memos). I have a business event that triggers off an import scenario every time a new qualifying record is created. Below is my import, it shows that it runs successfully in the event history, but the PAY BY LINE box is never checked like I need. Anyone know what I may be missing??? I have tried setting the checkbox value to:=’1’=1=’True’=True Nothing seems to stick. The history says it accessed the proper document, but nothing is ever changed. Thanks for the help!

I have a business event that has a subscriber that is an Import Scenario.  The GI that the Business Event uses has a few formulas in the results grid.  When designing the import scenario, all you can see for GI result grid lines that are formulas is something like “=[POReceiptLine_Formula5b2e0f32d4304e46852164172e23dab5]”.  Other than trial and error, does anyone know how to tell what the result grid line is?For example, the business event creates an inventory adjustment based on a GI that looks at PO Receipt Lines.  I have several formulas in the GI results grid.  One formula is multiplying the ReceiptQty by an attribute, and I gave it a Caption of “Ext. Cost”.  However, when I go into the business event subscriber’s import scenario to map that GI results grid line to the Adjustment’s Extended Cost field I don’t see “Ext Cost”, I just see the formula ID’s. I know I could put the formula in the Import Scenario, but if something in the formula needs to be modified I want to do it by mod

I'm trying to import employees but I get the following error: this Import Scenarios: 

Hi All, I have looked at the existing topics here for GL Journal upload as well as the out of box ACU Import GL Transactions. none of these has helped me to load my data. I have uploaded the sample of data I am trying to upload. it loads the first line but fails at the second line I also have no explanation on why it does what it does. I had to move things around until it posts Debit side for my Inventory account and credit to GRNI ( po Accrual or Goods receipt not invoiced) Appreciate your help and insight on this. Thanks Ghazal 

I am building an Export scenario based on Invoices and Memos.I am able to successfully select and include the Item Description field in my export. I would like to use a LEFT() function to select only the left 40 characters, but I am struggling to figure out the DAC prefix for this field or I do not have the proper syntax.When I look at the SYMappingField, it shows me that the “Object” name is Transactions, but when I add that to my function, it does not validate.What is the best way to determine a field’s DAC ?OR, am I having a syntax issue?=Left( [Transactions.InventoryID!Descr], 40)  

Good day CommunityI have to change a number of records to adjust depreciation so I created an import scenario. The import goes through without any errors but the result is pure garbage and only 1 record has a value. I’m sure it is the scenario setup (incorrect fields) but I can’t seem to fid the problem. Can anyone help? Many thanks

Good day.I am having the strangest thing happening.  I have 7K work centers to update.  I am testing the attached import scenario.  I ran the below together; One was perfect.  The other only partly updated and missed a work center.Attached is the XML.  What could be wrong.  I tried to add a line number; that screwed up everything with updating the wrong Work center.Any thoughts.Thank you.Evan  

I am attempting to, via import scenario, create template items and create all their matrix items. I need to create hundreds if not thousands of template items. When assigning attributes to Item Classes and then assigning those item classes to the Template, all attributes are set as “Active” for that template item by default when creating the item. I want to set the checkbox in the header of that column to FALSE so that it ideally unchecks all attributes and then allows me to go set the appropriate attributes to TRUE again through import scenario.Attributes from Template ItemHow can I set the header column checkbox to FALSE and thus uncheck all attributes via import scenario. I don’t want to create 100s if not thousands of item classes just to use with the appropriate attributes. Some attributes in an item class don’t apply to all template items so I need to pick and choose which attributes apply to which template items. 

Hi, how do I export all the stock item description tab content for all my stock items that has a description content? Not the item description on top.   

HI, I am trying to create an Import scenario to load Activity Notes in Cases (cr306000) I loaded the IS from here: But I an getting a message that the Activities$Attach_RefNote action cannot be found. I deactivated the fields that I do not need. Here is an image of the import scenario, Any assistance is appreciated. Bill  

Hi, I am trying to Import Customer Payment Methods & Cash Accounts into 2020 R2. I am trying to Import in to Customer Payemt Methods, AR.30.30.10My import scenario is not working. I just get a message that the “Items have not been processed successfully. View Name: CustomerPaymentMethod”The import scenario looks like this:  Any insight would be appreciated.Thank you in advance.

Hi,I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise? The first method I use is as below which I import through the Vendor screen, but I kept getting error  Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities: If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks! Regards,Chern

Hi All,I am attempting to create an import scenario that allows the deletion of time activities. The time activities in my file have the complete status, none in the list are released. Looking at the DAC Note ID is the key field. The records that need to be deleted are across a few months. I keep getting the following error:  I know I am missing something in order of operation or an additional field that needs to be part of the query but have been at it for a bit now and thought I’d see if anyone on here had experienced it or had been successful in doing so before. Please see screenshot below of current import map.  

Hello, I’m working on getting an import scenario to help auto apply payment balances to invoices. For some reason, the whole payment is not being applied to the invoice. The auto apply button works, but I’m wanting to be able to do this in bulk, and automated. Here is what we are seeing:  I can manually click auto apply and it updates the amount paid to the correct amount and the invoice/payment can both close out. When I tried adding that to an import scenario, the auto apply action would add in random miscellaneous open payments to the invoice.Any help improving this import scenario would be greatly appreciated!

I am building an Export Scenario using data from the Invoices and Memos screen name.I am mapping the Post Period column from the Invoice Summary Source Object which contains an example value of  "082024"I would like to use the LEFT function to only extract the "08" value for Period. Can functions be used on the “Field / Action Name” column and if so, what is the syntax for the LEFT function on the Invoice Summary / Post Period field?I have tried the following, but none have worked. I receive errors from Missing Operand to Invalid Hdr when running my Export Scenario:=LEFT(FinPeriodID, 2)=LEFT([FinPeriodID], 2)=LEFT([Post Period], 2)  

Hi Acumatica People, I mostly create import scenarios from SQL data providers (better handling of data types and “one and done”). For my equipment import scenario, for the SQL data provider, I have no errors and one record loads (out of a set of 12). I looked over the trace records and no handling of an error. Next, I exported the set of records and created an Excel data provider and a new import scenario with the same mapping and attempt to execute an import scenario.Now, it throws an error: “Error, “Customer” cannot be empty.” I am exporting my Excel scenario and I’ll provide some screenshots. 

Is there a way to export products and all known attributes into excel?

We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work.  Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing.  Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName

HI i created my SFTP with winSCP. i have tried configuring acumatica’s synchronization. but it still not exporting. can you please explain how i am suppose to create sftp location on my local machine as well as configuring the acumatica sync. as i have explain earlier i used winSCP. if there are other options i could explore. also this is the syn configuration. in the image attached

Hello Community,As per the screen shots below our invoices contain the Order Nbr field under the “Details” section but when I try to add this field to my Export Scenario it is not available to select?   Any idea how I can add this field?  Thanks,Mark Invoice includes Order Nbr field.Export Scenario - no option to add Order Nbr field.

Hi - I’m getting ‘server response does not contain ssh protocol identification’ error when exporting file to SFTP server From Acumatica File Maintenance screen. I was able to send file yesterday without any issue. Nothing changed in the SFTP server,   

Main ReportSub ReportsExcel Sheets.When export this report to excel, sub report pages are need to show sheet by sheet.

Hello all,I have been trying to import some time records in the Employee Time Activities screen, but looks like due to the date issues it is not able to import some of them.the data from excel, have attached the excel sheet too:It says that the import has been processed:But on employee time activities screen its just 3 that has been imported. The data from 09/12/2024 isnt getting imported.Attached is the compressed file of the import scenario.

Hello all,I have been trying to import Time Activities but it triggers the following error: We have the employee record created. But when I try to manually enter a time activity or time card, the employee record doesnt show up