Import and Export Scenarios

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

Is it possible to integrate a Wordpress site with a support ticketing system that integrates a support case into an Acumatica Case automatically via API?

This import scenario in reversing GL Transaction is partially working because it only reverses the entry but does not release the document.  

I’m trying to import some line items to an existing SO via an import scenario.  I get the error:The system failed to commit the splits row The only thing it’s doing is adding an inventory item and quantity to the line details after updating the external reference: I tried doing the same manually and it works without problems.Any help would be very much appreciated. Phil

I have set up many import scenarios before without problems.  Those have mainly been on Customer and Inventory Item records though.I am trying to import line items into an existing sales order on SO.This failed with an error so in narrowing down the cause I tried to do the simplest thing I could think of. Adding an external reference to the sales order.  I tested to see if I could do it manually and I can but if I try via the import scenario I get the error:1 items have not been processed successfully. View name: Document.The only thing in my import scenario is as below: The order no exists and the import scenario is using the same order number.I can’t understand why this is failing.  Does anyone have any ideas? Thanks, Phil

Hello,I am receiving this error when trying to process the Import Scenario for Vendors... Error: 'Cash Discount Account' cannot be empty. Error: 'Cash Discount Sub.' cannot be empty. The Use Currency Precision flag was set because the tax report precision is equal to the currency precisionI am sure it is the way I wrote the Import Scenario, but I cannot find any information on how to fix. Please let me know if you have any possible solutions.The data provider in the system was very outdated. If there is an area to get updated data providers, please let me know.  Thank you,Barbie Jeter

Hello,      I am trying to clean files, it is almost done. However, I can not deal with “unassigned files”. Please see below       So I am looking for another way, I directly manipulate on file maintence screen. Like below       It runs with errors ” don’t have the right to download the file”         How to resovle it?  Please advise

The Description tab (InventoryItem.Content) is exported as HTML and I need to import that data into another tenant. I created a GI to export the data but when importing the data does not appear correctly.It should look like this.FlowLinX Sanitary Fittings are designed for single use fluid transfer applications where sanitary processing is critical. They are available in 3/4” and 1-1/2” flange sizes and can be easily assembled with silicone and TPE tubing. FlowLinX Sanitary Fittings are available in polypropylene material and are compatible with other TC flanges made to ASME-BPE specifications. SPECIFICATIONS:· Pack Size: 25 Fittings per Bag But I get this._x000A__x000A_FlowLinX Sanitary Fittings_x000A_are designed for single use fluid transfer applications where sanitary_x000A_processing is critical. They are available in 3/4” and 1-1/2” flange sizes and_x000A_can be easily assembled with silicone and TPE tubing. FlowLinX Sanitary_x000A_Fittings are available in polypropylene material

I’ve been using export scenarios to create and automatically sync vendor reports for a while and they all work fine. Now I need to do the same thing, except email or save a copy of the file to the user who needs to manually upload them.I’ve looked at business events and automatons but every avenue seems like a dead end. Is this possible and if so how?Thank you.

I have an import scenario where i want to import transactions to Move screen. I want this to always be on the Operation that has the Work Center of “OH” this ID can change depending on the BOM for the item however the WC will always be OH is there a way to this via the import?    

We have an import scenario based on a Generic Inquiry data provider to automate the release of Kit Assemblies. When the import scenario is run manually (from the Import by Scenario screen SM206036) it works perfectly and releases the Kit Assembly as expected.However, when it is run using the “Prepare and Import” option from the Process Import Scenarios screen SM206035, the Release step returns an Error: Another process has updated the ‘INRegister’ record.  Your changes will be lost.We have narrowed down the issue to the ‘Release’ action.  In the screenshot below the update to the Description field is successful.  We have tried with and without the ‘Save’ operation.  We also tried creating the Assembly and releasing it in a single import scenario but received the same error message there as well.In our test example there is only a single record returned by the Generic Inquiry, so it must be somehow conflicting with itself.  There seem to be two different versions of the release action o

All - I have an Import Scenario created the goal is to import time from a SQL table to the Labor Screen and create the labor batch. See Scenario The data comes in with out issue when I prepare it however the import is giving me the following error.   Any help is greatly appreciated. 

Is there a way to filter the schema objects using the SQL connector in a data provider?While I am only using one table I see reference to all the tables in the import scenario XML