Import and Export Scenarios

Has anyone ever created an Import Scenario to import payments against invoices lines. We are using Pay By Line feature and I cannot get the import scenario to work.

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form.  Please help me find what is XPMSetup form? Thanks,NB

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error.  If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error? 

Hello! I am looking to use import scenario to restart the Full-Text search feature daily during non-production hours. I believe I can create an import scenario for the ‘Restart’ button in More menu in the Rebuild Full Text Seach index screen. What would my data provider be in this case since I’m not importing from excel and I don’t have a GI to use? Do I need to create GI for this?  

Hi, I'm encountering an issue when importing sales orders using the import scenario. I receive an error if the project task is marked as the default task for the project.However, if I untick the default task option, the import scenario works fine and successfully imports all the sales orders.   Does anyone know how to resolve this issue? Thanks

I exported items from one tenant and am trying to import to another tenant. Item classes have all been configured the same way. I get the following error: Field: Item Class, Value: DIRECT -LABOURBEN , Error: 'Item Class' cannot be found in the system.I suspect the issue is that item class is actually “DIRECT    -LABOURBEN          ” since segmented key is 30 characters. The values exported without all the spaces, so I tried adding them in Excel before uploading file. However, when preparing data on Import by Scenario screen, values appear without spaces on the end. Acumatica removes them.Anyone know how I can resolve this? Could be wrong about the cause, open to suggestions. Below are screenshots of the import scenario configuration, error message, and value in Excel. Thanks in advance!    

Hi All, I am creating an import scenario for sales orders and after a lot of troubleshooting I was able to get to the end of it without any errors, however after importing my data I saw that Line Description is coming up as blank.I believe that is because of the highlighted info on the screenshot below where I set it to Null. However I don’t know how else to get the data that I need to be in the false statement.My if statement is supposed to bring the item description from my import file if the item id is “!” (exclamation mark) otherwise, just use the description that the system uses based on the inventory id. Essentially, in this situation, the “!” is a comment item, so it should change as per the import file, otherwise it’s an actual stock item, thus should use the description set in Acumatica.I tried looking into the internal fields but could not find the name of the field to bring it up, if it is that simple.Does anybody have an idea? Thanks!Clauber  

I'm trying to set up an import by connecting to an Amazon S3 bucket via SFTP. However, I keep encountering an error stating that the openssh key type is not supported.The key was uploaded to the Encryption Certificates screen as a text file. The File Synchronization was configured with the SFTP details to connect to the Amazon S3 folder.  I tried ssh-rsa and ecdsa key formats but Acumatica rejected both. I am able to access it with no problems using FileZilla, but I am not sure how to configure it in Acumatica. I couldn't find any Acumatica documentation on configuring SFTP or what file transfer policies are supported.Has anyone successfully configured SFTP in Acumatica?

We are going live with Acumatica and in the process of loading Closed Invoices for Historical Data load.We have migration mode ON. All our financial periods are closed and only 10-2024 is Open.When we import Jan-24 invoices, Post Period is defaulted to 01-2024 and the import scenario throws error that The 01-2024 financial period is closed. We hard coded post period in the Import Scenario to 10-2024 and still the same error. Acumatica is defaulting Post period to be same as Invoice Date. Are we missing a setting? We do not want to Open the financial periods.  

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

I am trying to create a CSV export with a fixed header line that has two fields and detail lines that have 4 fields. Is this possible from an export scenario? How can I format the data provider/export scenario to accomplish this?I am trying to achieve the format below 

Hello! I would like to use Business Event Import Scenario to create a task automatically when an opportunity status changes to “Won.” I followed the steps in this article: Automatic Task Creation with Business Event and Import Scenario • Everything Else • Acumatica User Group Forums (augforums.com) but was not able to see the task get created. I think my import scenario might be wrong… any ideas?  Thanks!

I would like to add Item Cost to an Export Scenario that is based on the Invoices and Memos screen.I do not see a field that looks like it would hold an item’s “cost” value.How can I add the invoiced item’s cost to my Export Scenario??

I have an import scenario that is giving me the error “ Order Type cannot be empty.” I have modeled this after others that we have run in the past. Any thoughts would be appreciated. 

Below is an import scenario that I am attempting to use to delete unwanted UoMs in our item classes. I used a similar import scenario that has worked for me in the past, but it was used to delete UoMs from stock items. When I attempt to import I get the following error:390 items have not been processed successfully. View name: itemclass.I then attempted to change my key from Class ID to Class Description and got the same error.Thanks!

Hi,We have a client that wants to import A/R Invoices and Payments into Acumatica using files that have pipe delimited txt, csv, txt, or dat extensions and also export data from Acumatica using the same file extensions. Is this possible? Any help or reference guides would be great.Thanks,Frances   

I made an import scenario that creates production orders. Is it possible to have it release the production order in the same import scenario? I added “Release Order” to this import scenario and it will error and say “The Release Order button is disabled”. It seems to me that it needs to wait a moment after creation before it becomes available but I dont see a “Wait” or “Sleep” option in there. Am I missing something in my import scenario to make it work? Or do I need to have a separate import scenario to release them after they have all been created? I am using 2024R1 build 24.112.0026. 

Hi All, I have looked at the existing topics here for GL Journal upload as well as the out of box ACU Import GL Transactions. none of these has helped me to load my data. I have uploaded the sample of data I am trying to upload. it loads the first line but fails at the second line I also have no explanation on why it does what it does. I had to move things around until it posts Debit side for my Inventory account and credit to GRNI ( po Accrual or Goods receipt not invoiced) Appreciate your help and insight on this. Thanks Ghazal 

I am building an Export scenario based on Invoices and Memos.I am able to successfully select and include the Item Description field in my export. I would like to use a LEFT() function to select only the left 40 characters, but I am struggling to figure out the DAC prefix for this field or I do not have the proper syntax.When I look at the SYMappingField, it shows me that the “Object” name is Transactions, but when I add that to my function, it does not validate.What is the best way to determine a field’s DAC ?OR, am I having a syntax issue?=Left( [Transactions.InventoryID!Descr], 40)  

Good day CommunityI have to change a number of records to adjust depreciation so I created an import scenario. The import goes through without any errors but the result is pure garbage and only 1 record has a value. I’m sure it is the scenario setup (incorrect fields) but I can’t seem to fid the problem. Can anyone help? Many thanks

Good day.I am having the strangest thing happening.  I have 7K work centers to update.  I am testing the attached import scenario.  I ran the below together; One was perfect.  The other only partly updated and missed a work center.Attached is the XML.  What could be wrong.  I tried to add a line number; that screwed up everything with updating the wrong Work center.Any thoughts.Thank you.Evan  

HI, I am trying to create an Import scenario to load Activity Notes in Cases (cr306000) I loaded the IS from here: But I an getting a message that the Activities$Attach_RefNote action cannot be found. I deactivated the fields that I do not need. Here is an image of the import scenario, Any assistance is appreciated. Bill  

 "Can anyone help me resolve this error? I have created an import scenario for bills and adjustments, and I want to attach a purchase Receipt (PR) to the bill, but I'm unable to get the input. Can someone please help me solve this issue?" i have attached this pic 

Hi,I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise? The first method I use is as below which I import through the Vendor screen, but I kept getting error  Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities: If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks! Regards,Chern

I am building an Export Scenario using data from the Invoices and Memos screen name.I am mapping the Post Period column from the Invoice Summary Source Object which contains an example value of  "082024"I would like to use the LEFT function to only extract the "08" value for Period. Can functions be used on the “Field / Action Name” column and if so, what is the syntax for the LEFT function on the Invoice Summary / Post Period field?I have tried the following, but none have worked. I receive errors from Missing Operand to Invalid Hdr when running my Export Scenario:=LEFT(FinPeriodID, 2)=LEFT([FinPeriodID], 2)=LEFT([Post Period], 2)