Import and Export Scenarios

Importing records like sales orders or POs.The Inventory ID MAY be valid.However, it may not be a valid inventory ID.Is there a formula or anything that checks for this, then allows you to set a default value if the one provided is invalid?Thanks!

Hello, Is Acumatica able to export to an Azure storage blob (specifically using ADLS Gen 2)? Information on whether this can be done and how would be greatly appreciated! Thanks!

Hi all, I’m trying to create an import scenario to change the ship via when an order includes an alcoholic item. I’ve created a GI to catch all the orders with the targeted items, and then have a business event setup to run every time a record is inserted into this GI. The business event then runs the import scenario. It says it’s running without errors, but the sales order ship via’s are not changing. And also, it looks like the business event is running multiple times instead of just once per record? Anyone know what I might be missing? Thanks! 

Creating an import scenario to mass update the detail section line of a group of invoices. I seem to be adding a new line rather than updating the existing one. Here’s my import scenario which is adding a new line and updating to account 40005 instead of updating the existing line. 

I am trying to create an import that will change the options on the dialog box called “Load Documents” on the AR Payments and Applications screen. I found the load options on the import and the action to select the load documents button.  However I can not find the dialog that would allow to select load Has anyone been able to import to this dialog box and load it ?  Thank you.  

Hi, I am currently trying to mass update an attribute on our project tasks, I ran a file of about 5,000 tasks, and half of them worked. Below is a screenshot of the error and the import scenario. Error: Import Scenario: Thank you,KT

We are having an issue with a business event that is supposed to update an attribute on Invoices (user-defined field).The attribute is a selector which is linked to the list of salespeople. We want to update the attribute field on invoices with the default salesperson from the invoice. So, to get it to work, we set up a business event and a schedule.However, the schedule errors out:  Please advice.  Thank you!

Hi!  I would like to upload in bulk a list of Stock Items from multiple Vendors so we can easily create POs and our buyers do not have to individually add these stock items.  I’ve tried using the import function in Vendor Price Worksheets and Vendor Inventory with no success.  I’m trying again in the Import Scenarios option, but I keep getting stuck on the Provider field.  What option should I be using?   

I have an import scenario to create sales orders from a file where I’m trying to replace special characters like 'é' and á with e and a, respectively. I’ve tried using the Replace() function but it is still populating those fields with ‘??’ instead of those replacement characters. Any idea if this is even possible with import scenarios?Example - this formula: Results in this: Where the first name from the file is José and Acumatica doesn’t seem to know what to do with that special character from the data provider.

Hi everyone,I am using Import Scenario to create Item Classes with Multiple Attributes, and this Import Scenario works: But we need those attributes to be as variant so we define each attribute category as “Variant”.  But after Preparing and Importing, it fails with the error: Can you please help how to set a multiple attribute with variant as category for Item Classes in Import Scenario? Thank you so muchPS: Some records we are importing has single attribute, others has 2, 3 or more

Where am I going wrong ?Attached is my simple 2 field Import Scenario: ContactID and OwnerID (ie. EmployeeID). Process used: Data Providers → Import Contacts from ExcelAttach Input File (attached) Reload Parameters Schema Fill Schema Objects Activate Fill Schema Fields Toggle Acitvation (To Clear All) Manually set ContactID and OwnerID (Only)    Import Scenario → Import Contacts from ExcelI get this error Any help would be greatly appreciated.Thank you

My customer just upgraded to 2022 R2.  We did not make any changes to their import scenario but now when records are imported every other record is missing the inventory ID and is going to the wrong GL account?  We re-built the import scenario but it is still happening.  Any idea why this would happen?

We are having issues with our import working in real time importing contacts from HubSpot into Acumatica.  I changed the Polling from 60 seconds to 300 seconds and then I restarted the HubSpot SyncWhen I restarted the Contact Import changed from “No Polling” to how you see it below. This Polling function is why the record didn’t come in. I made a new record in HubSpot and it came in after the 5 minute mark. The Last RealTime Attempt field is queuing when processing occurs.I have no idea what made it go from “no polling” to polling. I’m not sure why Leads wouldn’t also be in a Poll status. Why is the Lead still in a (No polling) state and how do we change that?    And how and why did it even go into no polling state? 

I want to create an export scenario which includes order summary and line details. Is this possible?  I created an export scenario (XML attached), however it doesn’t work correctly. 

Hi,I need create a user which i want he have access to only two G.I. in the 37 total G.I. of the system, how to acheive this?I created an user who i gived ODATA role + NewRole(who have view setting in Acces by screen on these two GI). But it’s don’t work.Thanks

Hi,When importing Excel sheet into Acumatica, is it a must that the field in that excel spreadsheet be the same as those fields in  Acumatica?Am tying to import sales prospects in an excel sheet  to opportunities screen but it’s not getting through.Kindly advise, 

Hello,Importing production orders in 3 steps.1 scenario creates production order2 scenario adds operationlast scenario is to add material to the existing operations.Does anyone have a working model they can share? 

Hello,I’m trying to Import a Customer List using the out of the box import scenario.  I’m getting a “BAccount” error with the below details.  The import scenario is attached below as well.  What do I need to add or change?  Thank you!  

Hi, I am trying to import open sales order data by using the Import by Scenario in Acumatica. I am getting the error “‘CustomerID’ cannot be empty”.The CustomerID field has the Customer ID numbers, it is the column highlighted in red on the attachment.Does anyone know what may be causing this error? It is not triggering the error for a few orders listed in the second screenshot.

Hi,I want to import attached BOF file which is prospects into Acumatica. Can someone kindly advise on the suitable screen to do the import? 

Right now we use document templates when creating a service order to save time entering information into the service order.  The problem we are having is that we also have sales prices for customers and they won’t work with the document template.  I was thinking that I created a business event so that when we entered the customer and location onto the service order, it would trigger a business event that would enter the detail lines based on the service order type using an import scenario.My question is, by doing it this way, will the import scenario grab the prices from the sales prices to automatically select the correct price based on the customer.  Or will we still have the same problem as with using document templates?  Just checking to see if anyone has tried this or something similar before I spend too much time on it.Thanks,Andrew

Can someone explain how I would limit an export to only pull in the information for the 300 accounts on my data provider? I’m using the company name as the key and in return am trying to export the IDs. 

I need to mass update CORVEN the Expiry date from 31/12/2025 to 23/3/2023, but after I have set the import scenario, the first line info change. could someone advise how can I only change the expiry date?before importafter import below is the formula of import scenario I set. 

Hi , I am importing BOM and Its works and no error however it is not saving the Cost. the valuation method IS FIFO on these items. how do I get the cost in the BOM pls?ThanksGhazal 

When using Edge some reports will print to excel out of Acumatica and some won’t.  Any thoughts on why this is?  The excel icon spins and then stops like the report is done, but nothing pops up to open.  Again, only on some reports - example: account summary to excel does not workCurrent work around: Log into Acumatica under Chrome and then print the report to excel