Import and Export Scenarios

I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.What are we missing? Is this possible?  

Hello all,How can I add line level discount codes aitomaticall if i’m importing Sales Orders. At present they arent getting automatically added.

Hi, please help me fix my import scenario in AR Import Invoice, I need it to work to be able to upload with multiple lines or inventory id.Here is my import scenarios XML.

I am trying to update the Billing tab email on the Customers screen AR303000 using an Import Scenario.Goal:Update Customers → Billing → Bill-To Info → Email for existing customers. The Billing → Bill-To Info Override checkbox is already checked on the customer.Test customer:Customer ID / AcctCD: 18907What works:I created an Export Scenario on Customers AR303000 and successfully exported the field:Billing → Bill-To Info → EmailThe export correctly returns the current Billing email for customer 18907, so the field path appears to be correct. Import file:AcctCD = 18907Primary Contact Email = XYZ@123.comImport Scenario:Screen Name: CustomersProvider: Excel providerProvider Object: TemplateI have tested mappings such as:Customer Summary → Customer ID = AcctCDBilling → Bill-To Info → Override = ='True'Billing → Bill-To Info → Email = Primary Contact Email Prepare works and shows the one row correctly, but Import fails with:“1 items have not been processed successfully. View name: BAccount.” 

Hello all, I have a Business Event that creates a PO Transfer Receipt from a Transfer Sales Order/Shipment. The material needs to be received in a roject-specific location so the main steps are:Create the receipt and add the transfer order Update the location on each line with the project location. I can get #1 through this import, but #2 only updates the first line of the receipt. I think I’m missing one key change, but can’t quite put my finger on it. Any help is greatly appreciated. Import used in the BE: Results from this import. Only the first line is getting the project: 

Hi there,I’m trying to create an Import Scenario to dispose of a large number of assets across multiple companies.However, I’m getting a generic error.Below is the trace:Here’s what the Import Scenario looks like - I’ve also attached the .xml file for reference (note we don’t have sub accounts active).What am I doing wrong here? Thanks!

Hello all,I’ve been trying to create an import scenario that will not only create a new SO with the line items but also update the existing ones if there’s a new item added in the list to the already existing SO. The data source is a GI. What is it that I am missing?Note: the line items may have the same item IDs to be imported as a new or updating the already existing one. I have been trying to map it on the basis of the Line numbers. 

We are launching a Shopify store and are running into an issue when trying to sync template items to Shopify variants. The way we currently have it set up it is creating variants in Shopify of the attributes that we created for the templates in Acumatica. Screenshot attached shows the two attributes “Shopify Range” and “Size”. But we only want the size to be displayed to customers. Is there a way for the matrix items to be synced but not have these attributes being created as variants in Shopify?Most of our products have multiple sizes, but never have a second variant type that you would need to choose from (eg: color, etc.).

I am trying to remove one of the warehouses from a stock item. The form toolbar has the delete button greyed out. Does anyone know how to accomplish this? i have attached a screenshot of the section.https://www.augforums.com/forums/everything-else/removing-warehouse-detail-from-stock-item/ Tried using import scenarios and Mass actions, but was unable to achieve the desired result.Please advise. 

I am trying to add a file path to the Data Provider File Name field.  When I click on Update Schema I get the following error: File 'C:\OTSShare\Import_Scenario_Files\APIMPORT.csv' is not found. I have made sure that all IIS accounts have rights to the file and folder etc.

Hi, I have data on spreadsheet to import into Notes field where there should be multiple lines in the note. The data contains \r\n characters which are correct characters to use when importing data. However the characters appear to be stripped during import. The workaround is to alter the data in the spreadsheet replacing \r\n with CrLf (just some other text), then in the Import formulae Replace(<text>,’CrLf’,’\r\n’) which then imports as expected. Does this make sense to have to do this ?

Hi everyone,I'm trying to automate the synchronization process for importing files from an FTP server in Acumatica, but it is not working even though I followed the guidelines from this documentation:To Set Up Automatic File SynchronizationThe manual synchronization works correctly, and I am able to retrieve the file without any issue. However, the automatic synchronization does not seem to detect or import new files automatically.Please see the screenshots below for reference: My goal is to have Acumatica automatically retrieve the latest files from the FTP server every 5 minutes.I would really appreciate any help or suggestions from the community.Thank you!

Say a customer record has multiple salespersons assigned to the same Location ID (on the Salespersons tab).Is it possible to configure an import scenario to delete a specific line based on BOTH the Salesperson ID and the Location ID?Example:Salesperson A // Location ASalesperson B // Location ASalesperson C // Location ASalesperson A // Location BSalesperson B // Location BSalesperson C // Location B If I wanted to delete the Salesperson B // Location B line from the Salespersons tab, how would I configure an import scenario to do so?

Hi - in MYOB Acumatica Pay Details screen, how do update second line ‘Payment Summary’ to untick the ‘Use default email address’ and tick the ‘Use Personal Email’ in import scenario?I’ve tried IIf statements without success, so I just updated ‘Payslip’ line in the meantime.How to untick Use default email address and tick Use Personal Email insteadMy import scenario 

I have an excel file that has our external payment reference numbers and our acumatica payment reference numbers but I’ve been unable to successfully import these onto a bank deposit. I’ve been using a mash of 2 older import scenarios with varied success. I can create the bank deposit no problem but adding the payment lines is where I fall short. Here is my latest import scenario version. The Action Save line is on the bottom and not showed in the screen shot. XML attached.  

Hi All , I am trying to update packaging details for existing Stock Items using an Import Scenario on the Stock Items screen. and getting error “Value cannot be null. Parameter name: key.’Data being updated:Weight Volume Length / Height Commodity Code (International Shipping) Commodity Name (Pacejet Packaging)All items already exist in Acumatica.I followed below steps: Step 1: Prepare Your Data FileStep 2: Create a Data ProviderStep 3: Configure the Import Scenario Step 4: Prepare and importI also tried adding Package code mapping with  box id . getting error like 5 items missing value . and also tried to make inventory ID Key on Data Provider gives same error .   

Dear Acumatica Support Team,I would like to inquire whether it is possible to import inventory items into the Requisition screen.Currently, I need to add more than 100 inventory items to a requisition, and selecting each item manually is very time-consuming. It would be greatly appreciated if you could advise on which function or tool (such as an import scenario or any standard feature) can be used to import inventory items in bulk.Thank you very much in advance for your support and guidance.

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

Hi everyone,I currently have an import scenario set up that creates a single purchase receipt for multiple drop ship orders. This is working well and behaving as expected.One enhancement that would make this process even more effective would be the ability to update the unit cost of the lines being added to the purchase receipt within the same import scenario.This would be especially helpful because our vendor pricing can vary based on customer location. Right now, I handle this by creating the vendor bill separately and adjusting the unit cost there using another import scenario.If it were possible to set or override the unit cost directly on the purchase receipt during import, it would allow everything to be handled in a single process and significantly improve efficiency.I’ve attached the original XML for reference.Has anyone found a way to achieve this within a single import scenario, or is this a current limitation?Thanks in advance for any insight!  

I have configured a Export Scenario in the in a Test tenant to Export out some updates to a customer in Acumatica to Salesforce. "Export to Untick MYOB Sync Field in Salesforcev2". However I'm running into the Error: "The Column 'Id' is not found in the dataset".I want to untick a field in Salesforce. Please assist with the configuration of my Export Scenario Attached are the Errors Export by Scenario: Attached is my Export Scenario: 

While trying to import “users’ with the user type of “Portal External User” I encounter an error: “Unable to link employee with guest user. Do you want to proceed operation and remove link?” I have tried adding the dialog box with the answer of yes and it still doesn’t work.Import Scenario 

As of now, here is a test:My goal is to import three GL transaction records in a single batch. I have been working on this scenario for over two days and several iterations. As of now, the scenario imports the records and creates 2 batches from 3 records. I am attaching the latest version of the import scenario and the sample data. As of now, the source for this data is a SQL Server table, but for simplification, I have exported it to an Excel file (attached). The amount fields in the table are defined a money columns.You may notice a lot of hard-coding because I had to hardcode several field values to understand what is going on.I am working on Acumatica 2025 R1Build 25.101.0153.7 

Hi Acumatica Fam! I hope everyone is doing well.I have created a basic Import Scenario to add new customers and update existing records. Everything is working correctly, except for updating the Default Payment Method under the Payment Method tab.By default, the system pulls the settings from the Customer Class, but some new customers require a different Payment Method. Has anyone successfully updated this specific field via an Import Scenario?I’ve attached screenshots of my current Import Scenario and the specific field I am trying to update for reference.   

Does anyone have an example of an import scenario that will update the Lot Size and Min Order Qty for Supplier Inventory?  There are many items where multiple suppliers can supply the same stock item so it needs to be specific.