Import and Export Scenarios

Please assist with import scenario to delete item linked to request class. Request class is used in request items. It can't be deleted.

I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?Thank you, 

I am importing BOM materials and I am required to convert certain items from LF to EA on import but the QTY Required field keeps giving me the following error “An error occurred during processing of field QTYReq: Specified cast is not valid”. Am I able to perform any math to this field? As soon as I perform any math I get this error. Take this for example: Simply doing 10/5 which should result in 2 on the BOM, but instead I receive the error regarding specified cast ...  Any help much appreciated. 

Hi Acumatica Community,We are going down the SSO integration path and I’d love if my import scenario could work! This is the import scenario structure:Import Scenario StructureWhen I attempt to run the import, the import succeeds with less than explanatory errors:Some of the lines are marked as processed, however, the user roles look like this:I am able to manually assign the AD groups to the user roles as required one by one, but who wants to do that! Any thoughts, questions, or advice is greatly appreciated!Thanks,

I am trying to build an import scenario that creates external user accounts for all of our active accounts.My desired outcome is below.  The users email address is the login name and the user record is linked to the contact record. When we use this in our external system, this is how we determine the customer that this user is associated to. I made this scenario but I can’t get it to work. I am unable to get it to link to the contact linked entity.  The mapping I am using is correct (ie: the string value for the display name matches the value in the linked entity box if I do it manually. Here is the design of my scenario: Here is the error I get when trying to processes this.  My assumption is I am mapping to the User Type and/or linked entity incorrectly. I am not all that familiar with import scenarios so I am hoping this is simple and obvious.  Any help would be appreciated! Thank you :) Eric

I created a data provider to import master data of the customer and created an import scenario for it. however I wanted to change some columns in the excel sheet. Then I changed them in the excel sheet. Deleted the existing excel sheet and re upload the changed excel sheet. But once I refer the schema in the data provider the columns I added was not there in the schema fields. what is the reason for this. 

Hello, I’m creating an Import Scenario to update the warehouse on Inventoy Adjustments / Issues at a line level depending on the Branch ID, the problem I have is that when i try to get the line number fron the INTran table it returns worng number, so I cannot use this value on the import scenarioIs there a fromula to get the correct line number from the transaction grid?. Another solution would be to inspect the entire document line by line and use the IIF statement to update the warehouse, the problem I have for this solution is that the import scenario is only applied to the first document line, here is the mapping I’m currently using:  Thanks in advance

Hi All,We are getting this error when clicking Save after loading records from a file under importing bank transactions screen. It’s happening in our recent upgraded version of 2022 R1, used to work in our previous version 2019. It’s happening for all the cash accounts. 

I have just imported a large number of Contacts and Leads from my old CRM into Acumatica. The contacts and leads all imported and are visible in the respective Lead and Contact grid views. I have modified the GIs to show the integer based Lead ID and the Contact ID.I now need to import a few years of historical activities against those leads and contacts but it looks like I have to use the Lead ID and Contact ID based upon the names of the leads and contacts versus the unique numeric identifier for the Leads and Contacts.This creates a bit of worry with the possibility of name collisions causing activities to be imported against the wrong lead or contact. Has anyone imported historical activities against leads and contacts using the numeric lead and contact IDs? Am I over thinking it wanting to use the numeric key values for leads and contacts rather than just the lead and contact name IDs? Any thoughts or insight on importing historical activities against leads and contacts would be g

Hi! I’m trying to delete specific Vendors from the Stock Item / Vendor tab. I have an Import Scenario that will Delete a Vendor but, only when it appears at the top of the list. How can I set the Import Scenario to search all attached Vendors and Delete the specified Vendor Id? I have 9200 of these so really not wanting to do them manually.    

Is there any documentation out there that describes all of the target objects and field/action names for import mapping? Also the reasoning behind some of the actions? Thanks!

My Acumatica reseller told me that the limit for a single import using either an SQL table or excel spreadsheet based import scenario is 10,000 lines. The seems a bit small given the fact I can import much larger datasets into the free version of MSSQL using and excel spreadsheet.My question then is if that is indeed a limit, and I have over 250,000 activities to import into the CRM portion of Acumatica, is there a tool that anyone know of that can take a large excel spreadsheet of all the 250,000 activities and automatically generate smaller excel spreadsheets of no more that 10,000 lines so I can import them into Acumatica using and import scenario. Any tools or approaches that others have used to import large amounts of data that go beyond 10,000 lines would be greatly appreciated.

Good day team,I created the import scenario below to grant my client access to select a debit adjusment and on the checks and payments screen, be able to assign a specific bill that will be provided on the import scenario and by adding the type, refnbr and amount paid, I am trying to make it where they just need to run the import scenario and the debit adjusment will be applied and released. But I keep getting an error The Release button is disabled., can someone help me to identify what error I have? Thank you so much. 

Hi!I am trying to import transactions into Cash purchases using the ACU Import AP Cash Purchases Template. It’s going good other than it is importing all line items into one transaction. I thought it would make a separate transaction for each line.. Any suggestions on how to do that? Thanks!AC

Good day,I have a giant payment import for over 746 invoices. The invoice totals = payment amounts.  I am trying to produce one payment for all these invoice in one payment record.  The total payment equals the total invoice.Any suggestions?   I want one payment for 746 invoices.Thank you @Evan G  

HelloI’m new using Acumatica. I’ve created an import scenario for BOM.I did add the “save” button at the end but it isn’t working anyway. I don’t know where my error is.This “View name: Documents.” error pops up.This is my import:  

Hi Everyone!@KarthikGajendran May be you can help here.We have 1000+ Items which contains only one variant. For an exampleCURTIS is my Inventory and below are child itemsColor is my variant. Now I want to create a Template Item and assign Template ID to child items When I am creating a template ID, We need to assign a default row and column in the configuration.But I want to update all 1000 + Items only either as default row and column, but system shows two are mandatory, Manually I am marking all other variants marked as not required which allows one default row/coumn as a mandatory and saving the record but I want to implement same steps in the import scenario for 1000+ Items Please assist me how to execute above scenairo in importsHow we are handling Import if we have only one variant?

Hello,I am having trouble with an activity import. I am trying to import our old CRM call activity to specific Leads, Business Accounts and Contacts. Receiving “Error: 'Related Entity' cannot be empty.” on each record. I have tried importing with the Related Entity being the Acumatica ID as well as the Record Name. The XML for this scenario is attached.   Thanks!

I am having some trouble getting a mass import to go through that will sync to our Shopify store.I have about 1000+ bin locations that I need to import into Warehouse Mapping for Shopify stores in our entities section and I keep getting a “Bindings” error whenever I try to import the data using the Import by Scenario. Here is what I have built out so far: The data is preparing correctly, but it isn’t importing. Does anyone have any tips for this?

Hello,We are working on some cleanup work on old projects and need to change the status of jobs from Completed to Active. I wanted to do a import scenario since we have about 500 jobs we are touching. I keep receiving a error on the import, couple screenshots below.1: Error message:2: Import scenario build:Thank you,Kage

We have a few engineering changes to do that affect over 800 BOMs each. Is there a way to do a mass change on these and uprev them at the same time? 

I continue to have an error on my Opportunity import that the Contact cannot be empty. HOWEVER, the data in the excel spreadsheet is 100% correct and it appears to me that the import scenario Mapping is also correct.  I know 100% factually that the Contact ID in my data is correct.  Why am I continuing to see this error message?  

Is there a way to schedule the export the Excel results of a GI to a local folder? If not, if I made the GI into a report would I be able to schedule an export of the Excel format to a local folder?

How do we get Credit and Debit Memos to export?  I have tried numerous ways to build an export scenario to export AR Open items and when the data is prepared only the Invoices are loaded for export. If I specifically restrict the source to Credit Memos or Debit memos nothing is prepared at all.  I started this project using AR301000 Invoices and Memos with exactly the same results, credit and debit memos do not load to be exported. 

 Hello,I am pretty new to imports and recently put together an Opportunity import scenario.When I run the import, it processes about 1/20th of the records and then gives the error “Error: 'Subject' cannot be empty.” for the rest. When I run it again, it processes another batch of the errored records with another roughly 1/20th being successful. So it is able to process the previously errored records eventually, just a small amount at a time. It is an issue if I bring this import to production because It throws off the auto-numbering by skipping the numbering for the errored Opps and takes forever to continuously run back-to-back. ex: I am not sure what to do with the Subject line. At first, I only had it mapped like this:but that throws the error “The record was not processed because of an error during  processing of the next record” for every record.then I tried thisand it imports the small amount each time but errors on most. I have attached the XML export for the import scenario tha