Import and Export Scenarios

Hi All,Currently, I am facing an issue where the Import Scenario only deletes one record at a time, so I have tried adding multiple lines using '= -2' to delete multiple records. However, I don't believe this is the proper way to delete mass records.After deleting the old delegates, I need to update the list with new delegates for the same employees using a single import scenario.Is it possible to handle both delete and update delegates in single import scenario. I am working on 21 R1.I have already added the import scenarios, and I would appreciate it if someone could review them and help me achieve the desired results.Thanks, in advance!

We want to clear out our purchase accrual report of outdated Purchase Receipts and Purchase Receipt Returns that have no Bills or Debit Adjustments against them.  We are creating Bills and Debit Adjustments using an import scenario for these outstanding lines, however, the unit cost on each line must be updated to 0.  The documents will have a total of 0.00.  That’s the tricky part, particularly for Debit Adjustments, because you don’t have the option on that screen to pull in purchase receipt lines one by one there, only entire purchase receipts, which brings in e.g. 6 lines at a time.  How do you “go back” in an import scenario to update each line to 0, one by one?  @@inventoryID is not a solution because in some cases, the same non-stock code is repeatedly used.  I have attached the XML, also including some inactive lines where I tested doing this by Purchase Receipt Line (it works for Bills but not Debit Adj.).

Hello,Attempting to update item classes via Import Scenario.This requires answering the following dialog: The import scenario is having trouble answering the dialog  Any of the selected ‘Dialog Answer’ Screen fields results in the same error where the dialog is not being answered successfully.  Does anyone know exactly which ‘Dialog Answer’ to select here: I have seen other threads discussing this but not on 2025R2 Modern UI which changes how fields are selected in the Import Scenario. Thank you!!!

Hi everyone,I am working on an Import Scenario and wanted to confirm if this is possible using standard Import Scenario functionality.Goal:I have a Generic Inquiry that returns one row per completed Sales Order. The GI calculates a handling fee amount based on 25% of the freight amount.Example GI result:Order Nbr. Freight Amount Handling Fee 25% SH12345678 17.41 4.35 I would like to use this single GI row to create one GL Journal Transaction with two detail lines:Account Debit Credit 1111- Shipping Revenue 4.35 0.00 Handling Fee Revenue GL 0.00 4.35 Question:Is there a way in an Import Scenario to take one source row from a GI/Data Provider and insert two detail lines into the Journal Transactions screen?In other words:1 GI source row → 1 GL batch with 2 transaction detail linesI tried mapping two Transaction Details lines in the same Import Scenario, but I am running into issues saving the scenario / processing the mapping.I am trying to avoid creating a custo

Has anyone created an import scenario that creates a journal entry and adds it to an existing recurring schedule.  Customer has approx 200+ journal entries that need to be imported and added to various schedules. Appreciate any assistance!Thanks.

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!