Import and Export Scenarios

Is there a function that can be used in Import Scenarios to return the ISO 8601 Week Number (equivalent to Excel’s ISOWEEKNUM function) for any given date in the import file - or better still, the Acumatica WeekID , being the ISO week number in YYYYWW format for a given date?I’m trying to create an import scenario to append lines to Equipment Time Cards, but the source data only has date but not week ID.(Site is not using custom weeks).I’d rather not have to write a complicated nest of DateAdd this, DayOfWeek that, Year this, DateDiff that if I can avoid it!  

After reviewing the post where the company tree import is referred and having no luck with the examples, as the screen is changed, I tried to attempt to make it work but had no luck. Below is what my import looks like; also, I am using the Conctac Field as it is the only field that is allowed to be modified on the Company Tree screen. When I run the import does not give me errors, but it does not make any updates on the company tree. Let me know if you can see any errors on my import. I appreciate the help of the community! 

Is it possible to import a list of payments in order to create a bank deposit? My customer has potentially thousands of credit card payments that make up their daily batch deposit. It would be easiest to import these from an Excel file provided by the card processor when creating the daily deposit.

I have created a business event to trigger when a sales order is created with a linked source from a CRM sale quote.  It is working however if first gets an error from the Avalara tax. The error will clear and tax will calculate once it’s saved a 2nd time.  I would like to resolve the error however.  I believe this is due to the tax calculating at the entry which is the same time the business event is triggering.  Has anyone else experienced this?   TYI

Hello Everyone,We are trying to update some Leads we have in the system to assign a proper Owner to each of them.  I’ve tried all different kinds of mappings for the Owner column and it just will not update.  No errors either.  I have attached the XML and a sample of the Excel spreadsheet we are using for the Data Provider.  Any help would be great!  Thank you-

Does Acumatica have an import scenario where .png files can be uploaded through a import scenario? We have 40k images and need a solution for this.

HiI found a post with a method to create timecards from a generic inquiry linked to a business event. This was exactly what I was trying to achieve and so I imported the xml for the GI, business event and import scenario.When I ran this, I got an error in the business event saying “Error: ‘Employee’ cannot be found in the system”. From the Business Event History, I can then EXECUTE the subscriber error manually and the process works fine - the Time Card is created. I tried to resolve this and followed other similar posts but still no success.I have simplified the GI and Data Provider and Import Scenario so that it is now very basic. I also setup an Import Scenario using Excel as the data source. This worked fine for the same employee, so this suggests to me that the data is correct and I have security rights to do this.Any suggestions would be really appreciated. I’ve attached the GI, Business Event and Import Scenario Thanks, Kevin

Is it possible to populate the Customer/Vendor field in the detail section of the Journal Transaction through an import scenario? I cannot get the filed to populate - if it is possible am I using the Customer ID or BAcctID?Thanks for the help! ~Coleen

Hi to everyone.Im new using the “Import Scenario”, i want to enable the backflush field of the BOMs, i did a test with 4 items and i get to update the first 3 without problems but on the last item i found duplicate items.can someone help me please? 

I am doing an import of contacts and there are 2 custom attributes on the contacts that need to be pulled in, one of them is the Campaign name attribute and the other one is Industry type attribute. how do I go about mapping so that I can have both attributes mapped in the Import scenario? here is the screenshot of the mapping as it is now but it doesn’t pull in anything other than the Campaign attribute.  

hello all,I have been working on an Import scneario to override the Mail recipients for Invoice Mailing ID where i am looking to add the recipients’ mail ids as Cc. Below is my import scenario:Even with this, the contacts as getting imported as To instead of Cc, highlighted in below screenshot: Thanks.

Hello,I am trying to update the Latitude and Longitude on the Customer Master screen under the Shipping Tab via Import Scenario.  If I choose 1 record to process, it works perfectly fine.  If I try to do more than that, it says it processed them but the data is blank.  I have no clue what is causing this as I’ve done other imports for other aspects.  Any help would be greatly appreciated.  I have attached the XML of the Scenario.

 Anyone managed to import compliance > common attributes (CL301000) to vendors at all? We can import all the other standard compliance values per supplier but we don’t seem to have the ability to select any compliance common attributes from compliance preferences or have that compliance common attribute available on the import scenario, any info would be appreciated. Thanks  

I did a very large import of contacts for a sales campaign going on and it seems that roughly 6,000 of the 8,500 contacts imported did not populate the state field despite them all following the same state name formating for the import. however if I select the contact individually in the Import and re import the contact it populates the state field without producing a duplicate contact (usually). is there something wrong with my mapping that is causing this?  

Please excuse my ignorance but our organisation is new to Acumatica. We currently utilise an internally created excel quoting template due to complexity and dynamism of quoting requirements. I am interested to find out whether we are able to create a PUT or POST through the API from the Excel document by Product code, Quantity and some other details or if there is a default excel template for Acumatica which we can move our data in to and then import in to Acumatica? Working in both Acumatica and Excel would allow us to build out the quote and then import the data to Acumatica as the single point of truth however have two reference points to ensure we don’t miss anomalies?

Hi,I am trying to export the formula which has 2 revisions created.When I perform prepare action on export by scenario it fetches records multiple time for both the revision.Is there any solution for not getting duplicate record on export scenario.See the attached screenshot for more clarification on issue: - 

I am attempting to create an Import Scenario for pulling the Contact Notes from our old CRM software. while attempting to test to make sure it was working the import completed but it seems that it did not create a note activity on the desired contact despite no errors showing on the import.If I try to bring in the Type for Activity Type I get an error saying that “Error: Type cannot be found in the system”.have I created this Incorrectly?  

 Hi~I was trying to reopen the lost Opportunity from Import Scenario, But I faced the error below.I tried to manually reopen it, and it succeeded. I also tried to add Detail Dialog, but it failed.Shall I try to add Transition Parameters for ‘Reasons’ and ‘Stage” to figure it out? or what should I do?    here is the error shown on the trace.

Hi Acumatica community,We are trying to create an Import Scenario for an ‘Issue’ / Screen: IN302000I need to auto-create some inventory issues after running some queries which let me know that stock was used for a certain Item class. I am getting an error message ‘unit conversion is missing.’I am not sure if any one can share examples of this Import scenario or let me know what I can try to fix this error, or missing data possibly? Thank you in advance!! Import Scenario: Import Inventory Issue(Should be an auto-number for the Inventory Issue# / Ref Nbr. - Do I leave this blank?) Import Error: “unit conversion is missing” 

Hello!I’m trying to import in test mode my excel. Everything seems good, I’ve been able to import one line while testing, but when I try to upload the whole file I can’t. I’ve read other posts about this error (not for bom but for orders and other items) but I didn’t understand how to solve it. No other user is updating same time and I don’t know how to use timestamp.Would somebody maybe help me? Thanks in advance.  

Hello,I am attempting to load BOMs.  All works well unless there are multiple materials on an operation.  Then it throws an error on the additional materials in the operation.  I am working with a VERY short data set to get this working but cannot move past this.  I started with the standard BOM import scenario. 

I am attempting to import a list of new contacts from an excel sheet yet when I run the import despite the import showing as Successful none of the contacts “processed” in the import show up in the All contacts GI. Is there something wrong with How I have this Mapped?  

When doing an Import Scenario creating Contacts is there a way to make sure it does not create Duplicates if the Contact already exists?

Trying to make a Import Scenario that deletes old, outdated Sales orders.  When I run the Import, i get the following message:What is a View Name: Document error?  I’m assuming it is something tired to the refernce for the Key item Order.Type and Order.Nbr, but not sure what the fix is.Also, is there any good training out there on Import Scenarios?

Hi,I am trying to set up an automation where, once a day, all opportunities with their stage set to Won will automatically have the Close As Won button triggered to change the status to Won and close it off.I am testing this in an Import Scenario and I received the following error. I have pasted the error at the bottom so it can be copied if needed.Is there a way to resolve this error? Let me know if you need any other information.Kind regards,Andrew   The document cannot be saved because the OpportunityAddressID (Opportunity Address) field in the database record that corresponds to this document is corrupted. Please try to save the document again. In case the issue remains, contact your Acumatica support provider for the assistance.