Import and Export Scenarios

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.

I’m trying to import around 20 to 50 items with different weights and lot codes into a Purchase Receipt. I seem to be blocked at the Lot Code Splits. I have included a screenshot of my Import Scenarios and my XML file. Am I able to adjust my Import Scenarios to include Line Splits for lot codes? 

Hi everyone, I’m attempting an import scenario to complete all tasks on a list of projects using the button below. This needed because we need to clean up old data and complete the tasks without having a list of all tasks.   I created the scenario shown below (XML attached), which seems like it should work.  But I get the error below:  Thoughts anyone? Thanks in advance. 

I am looking to create an Import Scenario that will import Users and assign them multiple roles. A user on the template may be assigned 1 role or 8 roles. I need all associated roles imported without using User Types since most users will have different roles assigned. How can I import users and have them assign multiple roles? I am able to import them and have it assign 1 role, but more than 1 it doesn’t assign any. User Import Scenario 

I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.   

I’ve imported various Excel spreadsheets of data (Customers, Vendors, Inventory Items etc.) but am having an issue when trying to import some finished goods. I can’t see anything obviously wrong with the import but I keep getting the error below. Any ideas on what could be causing this? 

Hi everyone, I feel like this probably has an easy answer but I cannot find it anywhere. I have looked through the screens and the help files. Our customer is importing GL transactions through the GL file. This last one they sent failed. We realized it is because, on the import file, the transactions are not ordered by the transaction ID anymore. When the import scenario goes to import, it fails because it is only seeing part of the transaction (since the other part is farther down in the file). Is there any way to set in the import scenario that when the file is prepared, it rearranges the order of lines by the transaction ID number assigned to it?

I’m trying to make certain acvtivities billable in the Employee Time Acvtivites screen.My import scenario is throwing the error that the employee is not found.   Any advice would be welcome

Hey everybody,Is there a possibility to import the description of stock items via Excel with line breaks? It seems that the import scenario doesn’t take the line breaks from excel into account… Any help is greatly appreciated! :) 

Has anyone used One Drive to store their Acumatica Attachments / Uploads / Images?If not, which one are you using? 

Hi All, I am attempting to do an import that I know I have done before, but is not working currently! I have an existing open Sales Order (Status  = Open). On that order I want to populate the owner field. The keys being the order type and order number. I also added customer as I have had experiences in the past where for some reason, it throws an error is not there. Anyone have any thoughts?! Starting to go a little insane looking at it!  

Hi,We have a client who is using an external software for their Scale solution. Each day, they upload a file through an import scenario to upload the individual invoices through the Sales Order screen as we need to keep the same document ID when creating the invoice in Acumatica. I’ve create attributes within the SO header section to keep track of important information and we need to have those attribute to transfer over to the invoice document. During our test phase, I did create a Generic Inquiry to pull the Invoice ID and the attributes and a Business Event to do an import scenario to import the attribute values when the Sales Order have been invoiced. The business event was working without issues. Now that we have gone Live with Acumatica, the attributes are not importing in the Invoice document because the business event is giving the following error. “The last error was CustomerID cannot be blank.”. The weird part is, it will work when I execute each record individually within th

I am trying to use an import scenario to update the Project Cost Budget > Auto Complete check box to be =’TRUE’  It keeps erroring saying Project Task cannot be found in the system.  But they are all there.  I suspect there’s something wrong with my scenario but can’t figure it out.   

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the itmes or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks! Edit: Wrong sub-forum, no idea how to move this, sorry.

 My simple, first Import by Scenario import fails but there is no error message.  I’m not sure where to look. Where do I look? Thanks, Tom