Import and Export Scenarios

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

How can I add a task under the Activities tab in the Projects screen (PM301000)?I successfully created a project using below import scenario, but I'm confused about how to add a task under the Activities tab after project creation. Could you provide a help on this? Thanks

Hi Everyone, Need your support on how to insert value in Default Subitem (Stock Item Screen > Warehouse Default) via Import Scenarios. There are 4 segmented keys under the sub item.Have tried many steps, and all give null on the field. Appreciate for your feedback. Regards,Iko

Good day,I reused an import scenario to create new stock items.  I assumed it worked when it was used in the past however, I can be sure.  The error (as researched) states that my Inventory ID is over 30 characters.  However, I checked them; all less than 30 characters. Anyone have any suggestions?  What I should look at next?  Attached is the XML.We upgraded to 2023R2 last week.Thank you. 

Hello Community.  Here’s my challenge to be solved:Equipment already exists (FS205000)  When importing the equipment, Component records automatically added per the model equipment configuration I need to update the components with Inventory ID and Serial numberI get an error because the import is trying to create new records and you can have only one per component ID.  My import scenario references the line number and the component id but still doesn’t update that row.What am I missing?Thank you    

Warning showing as ‘Warning: Enter the document open balance to this box.’ and we have entered actual open balance of the Invoice. Can someone help me to import this Invoices. Please note: Migration Mode Activated

Hey Folks,Hoping someone has tried to do this before.  I have everything working except that I can’t get the import scenario to work because of “Branch Location”.  When you run an Import by Scenario manually, Branch Location gets populated based on the one selected in your profile, but because the import scenario gets run by the triggered business event, it does not pick up any Branch Location.   I can’t even tell what Branch the system chooses to post the service order from.  So, this is what I need:1, Some way to select a Branch Location from the Import Scenario.  Something that can maybe search the field, and return the first value.Here is my import scenario, I tried manually selecting my default BL, but to no avail: