Import and Export Scenarios

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.

I am trying to complete ‘In process’ production orders’ via import scenario and replicate the user sequence. I don’t get an error message but it isn’t updating the records, what am I missing? 

Hello Community, How can I create an export scenario for SOLines and then import it using an import scenario? Where can I find detailed information about export scenarios — in forums or documentation?Thanks in advance.

Hello Acumatica Community,I'm reaching out to inquire about the best practices for migrating historical data from Sage 300 to Acumatica. Given Sage's significant presence in the market, it seems logical that Acumatica might have developed a user-friendly method for this data transition.From my research, I've come across "Import Scenarios" in Acumatica. Could anyone confirm if this is the recommended approach for importing historical data?Additionally, I'm curious about any potential limitations regarding the types of data (especially transactional data) that can be migrated from Sage to Acumatica. I've encountered varying opinions from different consultants, which has led to some confusion and concern.I would greatly appreciate any insights or experiences you could share regarding this process.

Hi there,System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.Appreciate if you guys could assist on this matter. Thank you in advance.  Here's the screenshots of the data provider and import scenario profile.Data Provider Import Scenario Leads screen  

Am I even close?  I’m new to import scenarios.I have several hundred records to modify the warehouse on, so it would be so helpful. 

I’m trying to route the shipment confirmation document to separate printers based on conditions defined in a GI through an automated business event.I’ve done similar business events on the process orders screen, but this is my first time on the process shipments screen. I feel like there is an import scenario bug on the Shipments target object but wanted to share here in case anybody had ideas as I’m at a loss.This is the error I get. “0 records of 1 have been processed. The last error was At least one item has not been processed.”I’ve turned all of the “extra” parameters off to test and encountered the same error, so the error is either coming for the action or the shipment number key. I have also tried to run the action as “Print Shipment Confirmation” for kicks. No luck.Anyways, I appreciate your additional review. Thanks.  

Hey, gang - our client gets an excel file monthly from one their customers to be imported into their system.  The issue is that the file may have Stock Items included within that are NOT in our Clients instance, nor should they be.  Nevertheless, they need the data associated with the item to be imported, but under a generic item.  In this case, the client wants the nonexistent Stock Item that’s in the Excel file to be renamed to a generic item (say, “GENERICITEM”) during the import scenario.  The client would prefer not to cross reference the existing stock item list with the monthly customer provided list and have the import scenario do the heavy lifting.  Is there a formula or a combination of formulas that can determine if a stock item is in the system and, if not, return a generic value?  Note:  Yes, you could cross-reference and update the spreadsheet beforehand or intentionally error it out and replace the errored items - I’m curious if there is a way to let the system handle th