Import and Export Scenarios

Version: 2021R1Hello, as many of us experience, the commerce connector will only allow 1 customer class on import.  This functionality is limiting.  So I wanted to use other fields in the customer record to update the customer class (dynamically). So the intention would be: commerce connector imports customer from Shopify with Customer Class “K2TEST”. I build a GI that looks for all records with customer class “K2TEST” I create a data provider based on the Generic Inquiry noted above. I create an import scenario that uses the data provider noted above and has logic to look at an ATTRIBUTE on the customer record and map a new customer class “K2NEWCLASS” accordingly. I then schedule the import scenario to run from a Business Event or Schedule...making it AUTOMATED.This scenario works with EXCEL as the data provider, but obviously that takes manual intervention to process.  But switching to the GI gives me the following error:  1 items have not been processed successfully. View name: BAcc

Dear All,Is it possible to import excel file (Sales orders/ Shipment/ AR Invoice) by the Import Scenario function?Or there are any way to delete multiple?Thank you for your support,Yên Chi

Quick query, I have crested a very simple import scenario to bring in project transactions with the following fields which work when I enter these manually and release  Not sure why but when I prepare and then import I get an error “The Save Button is Disabled” Any ideas on what is wrong?  

Hi Everyone, I’m trying to figure out how to use an Import Scenario to modify the Sales Order Detail section. To be more specific, when we issue a warranty with a receipt line I would like to add a not to the issue lines saying, “Please include a return label”. Since this note will appear on the pick list our warehouse team will see it and can take action.Another way I thought of and would would be happy to resolve this is to use the import scenario to add a ‘return label’ non-stock line item. We could set this to $0.00 and as long as it is an ‘issue’ it should appear on the pick list. Below is what I have so far. The problem is I get this error when it tries to run, “The last error was IN Error: Unit conversion  is missing.” Looking forward to see what everyone has to say. 

Hi @vkumar, moving to a new thread. These are new SOs. 2 of the orders will have multiple items, other 2 will have 1 item. it looks like the ones with 1 items go through fine, the SO that are supposed to have 2 only go through with 1 item not both.attached is the import scenario again and a screenshot of the error. 

What methods are you using to update the data attached to an import scenario data provider?  I have a client that needs to repeat an import scenario to create requisitions.  The data source is an Excel spreadsheet and will change quite often as they start purchasing material for a project.    I also will have multiple users running the import scenario and I am trying to figure out how to avoid them stepping on or replacing each others information.

Hello Everyone,We have to exclude void payments in the batch payment screen export scenario. We have added source restriction but still void payment is included in the ACH file.How can we exclude void payment on the ACH export file? Can anyone suggest the approach?Thanks,  

Hello Everyone,I was wondering if it is possible to call up an action to save an attribute to a stock item on an export scenario (rather than an import scenario). The idea is that I would run the export scenario, it would flag the attribute on the stock item and then export the stock items. Has anyone else tried this? I have not been able to get this to work thus far.This is what the top of my export scenario looks like: 

We had an import scenario that worked in an older version of Acumatica that was used to import large volumes of projects into the system and automatically create and activate the projects.  In the older import scenario we used to force a “False” into the Hold field to trigger the activation.With the upgrade to 2021R1 and the addition of the Workflow Automation, the old import no longer works as the Hold button is gone.I have tried using both of the options below, but I get the same error on both of them.Target Object Field/Action Name Project Summary <Action: Activate Project> (Activate) Project Summary <Action: Activate Project> (Activate@Action)  Error: Object reference no set to an instance of an object.If I deactivate the line in my import scenario, the projects are created just fine, but they are “in planning.”  The error only comes when I try to activate them.  I’ve also tried updating the status field directly in the import scenario but that does nothing.Wha

Dear All,I try to import fixed assets by using template FA303000 from Import by Scenario but the Accumulated Depreciation Field and Last Depr. Period on Balance Tab didn't show anything of the imported data.Screenshot of Import by Scenario:Screenshot of fixed asset: Thank you very much!

Hi , Please assist.I need to assemble kits automatically. I have setup a business event to trigger an import Scenario. The event runs without any errors but doesn't execute the actions. I have attached a screenshot of the scenario. 

We are on site at a large client who asked us to import their credit card profile ids for Repay. Repay has gone to great lengths to help and Zac has been tireless but we ultimately hit a wall.Our current scenario works perfectly for exactly 1 record. When we run the scenario, all the records are shown as imported successfully, but only the last one is actually saved. It almost seems like we need a pause to allow the Repay integration to catch up. Does such a command exist? 

Hello Everyone,I am working on a SO Import and ideally I would like to have the least amount of lines possible on the sales order. For instance, let’s say my data provider has 8 lines for a cheeseburger, is it possible to combine those 8 lines into one?For instance combine the asparagus and cheeseburger lines into one: 

Has anyone been successful in adding the Vendor.AcctReferenceNbr to the NACHA ACH export scenario? I have managed to add the addendum section to the export file but cannot get this field to populate. Below is my current configuration in the export scenario. 

When will the Fast track snapshots for 2021 R2 be available?

items have not been processed successfully. View name:Item We keep getting this error - but no error 2 weeks ago - why?

Recently updated to 2021 R2 and had Acumatica run the script to depreciate the previous Dummy Attribute requirement that we’d needed for managing single attribute matrix items. After upgrade and Dummy Attribute script removal, existing import scenario used to assign variant and variant value to individual stock items and connect them to correct template item produces a ‘View Name: Item’ error. Import Scenario Screen (IN-ReconnectMatrixItem)Pretty straight forward - Inventory ID, Template ID, Attribute1 and 2, Attribute Value 1 and 2.Import Scenario MappingThis was set up by our VAR, and has worked without issue until this release. Data Provider SchemeExcel Sheet used for ImportThe View Name: Item error doesn’t give much indication as to what might be wrong. Here is a trace from the error: Any ideas? Is there another way to do this? Generally we add Stock Items in bulk, and then assign them to Template Items as needed before syncing those template items up to our BigCommerce site. We do

Good day team, I have a import scenario that is working correctly, but it will give the error “4 items have not been processed successfully. View name: Document.” after the first record is imported sucesfully (I am testing with 5 Sales Order to import). On the Trace is giving the error “Failed to find record in TaxZoneZip for the given zip code: 43537” but if I add the Tax Category code for No Tax it will error out and not give any information. Part1 I hope maybe somebody can help me with this issue, as I see nothing wrong, and the testing with the Tax Category only made things worst.Note: If I import the scenario 5 times it will complete sucessfully, as it only does one line per import process, not the five. Thank you.

I created an import scenario.  It seems to be capturing the fields from my spreadsheet, but I have only 1 vendor in Acumatica.  I want to upload the rest.  I’m just testing on 1 vendor right now in my upload. I keep getting an error “1 items have not been processed successfully.  View name:  BAccount”.  Then in the column for the error it says “Requested Value was not Found” but the value is the name of the vendor, which I’m adding, so of course it wouldn’t be found.  Why won’t it just add the new record?   I’m new to Acumatica, and I’ve gotten this far just from reading the manual and some online videos, etc.  But, this error is not addressed, and I think I’ve done everything else.  I think something must be setup wrong with my import scenario, but I’m not sure what.

Creating an Import Scenario for Kit Specification: Inventory ID, Calculated Prices, PercentageI keep getting an error message View Name: hdr  

I would like to export my employees from my production environment to a test/sandbox. What is the best way?? Import/Export scenarios?? 

I am trying to import sales orders and all is going fine until I try to import the Owner.  No matter what I try it doesn’t work with what was exported as Owner from a GI with the SOOrder DAC as the source. When exporting it shows the name rather than the numeric ID. I worked out it will work if I can give the numeric ID for the Owner but I can’t find how to get that out using a GI. If you have any ideas I’d be happy to hear them, Phil

Hello, Does anyone have a working Opportunities Import XML file to share? 

I may have missed how to do this.  What I would like to be able to do is have a setting or popup when the Import Scenario is run to be able to be used as part of the import.  For example, we currently have a situation where they would like to set the date on incoming AR invoices versus using a date from the data from the other system.Is there a way to accomplish this?THANK YOU!Jim

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