Import and Export Scenarios

Hello Community, Here is a scenario for doing this multi-step importing of data. Our client has a spreadsheet with Invoice data and payment data in same file, we need to import this into Acumatica as AR Invoice and then apply the payment towards the invoice in one shot or in one scenario itself. Is this possible? If we don’t do it in one scenario, then the auto-generated Invoice number will not be known to us for us to import payments and refer that Reference nbr, hence I’m thinking we need one scenario to import both Invoice data + Payment data. Any suggestions or anybody has tried this before, would love to hear. 

Good day Kind assist with this error. I have previously loaded stock and now need to make changes. attached is my XML file. Please confirm if you want to update current Item settings with the Inventory Class defaults. Original settings will be preserved otherwise.

We are creating an import scenario for materials to the BOM which occasionally will have incorrect SKUs in the import file. I would love for the import scenario to run, importing all correct SKUs to the BOM and skipping the incorrect SKUs (while showing a Partially Processed or Run with Errors message on the import by scenario screen). I’ve played around with Break on Error, Break on Incorrect Target, and Parallel Processing but none of these seem to allow the process to run. It will error out and will not import anything. I know I can manually inactivate the line with an error but would be great if this functionality was built in. Is there a to achieve what I’m looking to do?

A large number of activities were imported to Customers in Open status. They want all of them completed. I’m trying to craft an import for this action, but getting an error on Summary field. I thought all I would need is the ID (noteID field) since that’s the primary key in CRActivity. Tried adding summary field though, and still getting the error. These are existing activities, so ID and Summary are from a file I exported out of Acumatica. Thoughts anyone?   

Good day,I have another strange import scenario issue. Sometimes it works.Do I need to make sure the business account owner matches or if blank I need to add the salesperson. I have used it before and it worked perfectly.  I am trying to update over 8000 locations in the Salesperson tab/ by location.  It is fails or takes for had not update and referred me to the BA Profile. If I do one at time, I don’t get an error.Any suggestion on making work with large customers with lots of locations.Thank you.@Evan G 

Good morning all. I’ve created an export scenario that pulls data from a GI to generate a positive pay CSV file. The particular requirement right now is to encase the payee name field with a single set of quotes. I have the data provider set to not put quotes on all fields. The field for the payee is set as a string. If I use a Concat command like this: Concat(”’,[Field],’”’) it looks right on the prepare to export screen. Upon downloading the exported result, I am getting data that looks like this:,previous field,”””PayeeName”””Is there another way that I can add the quotes that won’t cause the export to generate three sets?

Hey everyone!I have an issue with an Export Scenario. I am trying to Export Sales Orders to Salesforce, and it’s so close to working but I am still struggling with the the Details of the Order.  I currently have a Source Restrction to limit the export to just one order while I’m testing. This one order, has six products on the details. When I Prepare the export however, Acumatica is showing a row for each Detail row. On this order with six products, I can see six prepared rows. The issue is that Salesforce is thinking I’m trying to update just that field, and it’s only displaying the details for the very last row (the last one sent to SFDC)Is there anyway to concatenate all the all the details on one row for export?Attached is my Scenario. I’d really appreciate any help with this, I’ve been stuck on this a few weeks.  One order, six rows. One for each Detail Row. 

Hi,I need help understanding how to setup the following scenario and if it’s possible.Our company had an import scenario setup to generate a BOM from an excel file.  This excel file was supplied already filtered for a specific order.To facilitate automatic imports, we are looking to utilize a SQL Data Provider.  We can successfully access the View in the SQL database and import the BOM.  However the view contains all orders from an external system and not the filtered data found in the excel file.  Is it possible to create an SQL import scenario where it connects to a SQL View but filters the data based on a dynamic parameter? For example, let’s say we have 4 orders and want to utilize import scenarios.  Is it possible to accomplish the following from the one BOM Import Scenario?Order #1 → BOM Import Scenario - SQL → Filter SQL View by Order 1Order #2 → BOM Import Scenario - SQL → Filter SQL View by Order 2Order #3 → BOM Import Scenario - SQL → Filter SQL View by Order 3Order #4 → BOM

Hello,I am trying to take a little bit of a shortcut here to see if anyone has had success or could refer me to how they made a workaround to run import scenarios in sequence. For instance- new BOM/item- I have a multi-tab spreadsheet- first tab is the mfg item, second is the components, and the third is the bom itself. Right now you must run them separately.I figure between business events and perhaps customization that there has to be a way to do this with relatively low effort. Rather than reinventing the wheel, seeing if I can get some ideas. 

I have a need to update all of my inventory and customers for the incoming integration of Avalara. I can do this either via an Import Scenario or using the General Inquiry feature Update All.What are the advantages / disadvantages of doing one over the other?Import Scenario may have better error reporting for any that may fail.Generic Inquiry: Update All advantage would be a much quicker and easier solution, not having to build the import scenarios or export all of the needed data to use with the import scenario.Currently using Acumatica 2022 R2, for reference.

Experimenting with importing BOM Steps but unable to get anything to populate. Not sure what I’m doing wrong.Just trying to populate a single line in Steps like this, after I’ve added the material (or before - but within same scenario): 

Setting up import scenario similar to out of the box ACU Import BOM. But I can’t seem to add the Operation ID → Operation ID line without it adding the <Key: OperationCD> field. I need the <Line Number> = -1 field, same as ACU Import BOM. What am I doing wrong here? I want to add lines for these operations, not key on them to add materials. ACU Import BOM - Out of the Box Me - unable to add Operation ID line without the Key line above. 

Hi There,I accidently uploaded opening prepayment to a wrong company under migration mode. I tried to void the wrong prepayment item by voiding the payment. However, It was voided under wrong date. So I have the open prepayment item sitting in my open AR aging report. Could you advice I can I delete the wrong open prepayment from the system? Thank you.  

Are you able to set up push notifications on failed/errors during Import Scenarios? We are looking to automatically import BOMs through an import scenario but need a way of identifying and tracking errors that occur. 

We are importing material directly into BOMs through an import scenario - with only 1 operation. The operation is backflush OFF by default.There are certain items that we are importing that we would like to get marked as Backflush ON during the import. There are attributes on these items indicating whether they should be Backflush ON or OFF.Is there any way during the import scenario that the line can reference the attribute within the inventory item to say something like Backfush → IIF(InventoryID.AttributeBACKFLUSH=True, True, False).Don’t seem to be able to look at the data within the inventory item that I’m adding to use in my IIF condition above.  

Working on import scenario that will mark lines as Backflush On within the BOM. In the BOM material, we have certain SKUs that will show up multiple times - the import scenario seems to deal with this by only updating the first occurrence. How can I modify this import scenario so that it updates each line?   

We have a BOM export that comes in this format - which we are looking to import:As you can see, the column header information starts on row 4. Can we design the data provider/import scenario to read the fourth row as the header information? Also, will the total row break the import?

I’m trying to do an Import Scenario to my INLIGHTIND Attribute which is Multi-Select Combo where I select multiple values. Below is what I have going. I tried importing as a comma separated list, but it didn’t recognize it and I added the values to different lines, but it just overwrote the first one and took the second. Ideally I can use the Value Description rather than the Value ID too. Any ideas? 

I am doing a BOM import of an Excel file which has each SKU as an individual row representing quantity of 1 (if there are 50 of item x needed, it is represented by 50 rows of item x). On the BOM, it gets reflected the same way - 50 lines with a quantity of 1. Is there a way to group these by inventory ID in the import scenario for the BOM? So it would instead show 1 line for quantity of 50? 

Here I’m trying to import the Qty as Negative value but while uploading through normal import scenario it is working fine but while uploading through business event and GI it is not working fine.  

I am trying to create an import scenario to import the Employee History line.  So that we do not have to hand enter the base data.I already created an Import Scenario to import and update the EPPositions table data.All I want to do now, is create an Import Scenario to import the “IsActive”, “PositionID”, and “StartDate” in the attached spreadsheet to the existing employee record under the Employee History tab.I am struggling creating the data provider and import scenario as it throws errors saying so many other columns need to be in the scenario, even though I do not want to update them.  (2nd spreadsheet attached show the errors on import)Does anyone have an Import Scenario for updating the Employee History that they would mind sharing as a template?Thank you!   

Importing production orders.Production Order total QTY = 10Op 10 has 4 completeOp 20 had 4 completeOp 30 has 0 completeThese fields are available as options in the import scenario.However, they have no effect when I put values in them.This makes sense since you cannot edit these values via the standard interface on Production Order Details.  However, since they are available for selection in the import scenario, I wanted to verify that I am not missing something.  Can these values be set with an import scenario? Thanks! 

Hey, I'm reaching out for guidance on creating an import file for Acumatica that encompasses both single products and variant products (similar to Parent/Child relationships in other platforms). My task involves migrating a comprehensive product catalog, which includes a mix of standard products as well as those with multiple variants. While I have experience with other e-commerce platforms like Shopify, which use specific fields for variants (such as Option 1 Title and Option 1 Value), I am new to the structure and nuances of Acumatica's import scenarios. I understand that Acumatica may handle product variants differently, and I'm aiming to grasp these differences to ensure a smooth data migration. I’m actually just looking for a Sample data file while other ecommerce platforms have them I’m finding it hard to find one for Acumatica.Additionally, if there are any specific considerations or common pitfalls to be aware of when setting up these import files in Acumatica, I would be grate

Hello all,I have abeen working on an export scenario and I have a condition that it should only export those records that have ‘AB’ as a prefix added in the batch number. How can I put up this condition?