Import and Export Scenarios

Hi there.  I have a client that would like copies of all of the receipt images.  Is there a way to extract them from Acumatica for a particular project?  Is this something that would involve a specialized script?  

I have my original BoM import for our items but now realizing that I should have had all of our materials have backflush = FALSE. I’m assuming I can update BoMs via an import but I’m not sure how to.I apologize for the piecemeal images I was just taking the original BoM Import and making lines inactive that I didn’t need and only showing the active lines here.They are in order. Thank you!

Hello all,I have been trying to void payments using an import scenario. Below is the import scenario: While I try to import it, triggers the following error: 

I was hoping someone may have this export/import scenario already created instead of me reinventing the wheel.I need an export scenario to export all available attributes and then an import scenario that allows me to add attributes to multiple item classes. Or if there is a way to just “add all” attributes to a selected item class? But I don’t see that readily available.

Hello all,I have currently run an import scenario for import Labor time for projects. So I ran this for Employee Time Activities. its status is completed but it didnt appear on the project transactions or employee time card. What is it that I am missing here? Import mapping Attaching the import xml file.

Hi,I have published my latest build on instance in customization screen with option of multiple tenant and keep the check box of execute all database script. As I need to publish build on 2 tenants.After build got successfully published.Now when I have open the data provider screen on tenant A, all the providers where blank . Excel sheet was present but schema fields where not there, as a result cannot prepare the export scenarios or import scenarios.On tenant B it was working fine. All the data provider where there on data provider screen , schema was present and also can prepare the data. Please help me  why this scenario happen and what is the solution to fix this as the error occur randomly but comes a lot of time. Thanks Dhruv 

I have an export scenario to export payments from the Payments and Applications screen.  Most of the time it works as intended but sometimes it just skips payments that have been made since it was last ran. We run this once a day exporting on average of 700 - 800 payments.  AR created a large CC payment the other day and applied it to several invoices and then released it. So the payment was created, modifed released and closed all between running the export one day and running it the next day. Several other payments created and closed the same day were also skipped.These payments that are skipped aren’t prepared so they aren’t exported and so no errors.  The majority of payments that are missed are CC payments that are entered like this, created, applied, released and closed all at once but we have also had the issue with cash payments.My export scenario uses a sql provider and exports directly to a table created specifically for this purpose.I have checked the ARRegister table and AR

Hello.Is there any way to eliminate by import scenario the warehouses whose source is none?I'm not familiar yet with how to delete things.Regards.

I have created an import scenario to create matrix items automatically from the Template Item since the OOB import is not very good, especially for simpler single-variant scenarios and multiple classes with different attribute sets.However, I am having issues with the Custom Key created to lookup the Attribute Value ID on the ITEM CREATION grid (the line above and below Line Number row).Current Result:When I try to create a matrix item for the “OS” (One Size) attribute for an item, it simply selects and creates the first attribute value in the list:When I disable these two lines and hard code the Line Number row, the import works fine.Any issues noticed with the way I created the custom key? 

Hello!We’re migrating to Acumatica and trying to import contacts via an Import Scenario with an Excel spreadsheet as the data provider.Since we’re pulling these contacts from multiple sources, we don’t have a dedicated ID for each contact. Instead, we’re using the email address and account ID to identify “unique” contacts. Email addresses are non-unique across the set of contacts, but are unique for a particular Business Account. Basically, the same email address can be used for multiple contacts, as long as each of those contacts belongs to a different business account.We’re also still early in the migration, so it’s likely that we will need to import the spreadsheet multiple times as it is updated with new contacts or additional data for previously imported contacts.Unfortunately, I’m having trouble building an Import Scenario to accomplish this.Custom keys seem to be the way to go, but I get the following error when doing a test import of a single contact:Error: 'Contact' cannot be

We need to build Import Scenario to upload Sales Categories to screen IN204060, but the screen is not available for selection in build 23.206, as you can see in this image:This is the screen in build 23.112, where we were able to import data to the Sales Categories:The screen itself is fully functional for manual data entry.Thanks for looking into this.

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?