Import and Export Scenarios

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 

Hi All, @Naveen B,I am in the middle of creating an Import Scenario to load Configurator Items.  The attached is what I have so far.  The Summary and Feature load however only the second inventory loads.What am I missing please.  Error:-”Field: Label, Value: Colour, Error: An attempt was made to add a duplicate entry.”Sample also attached.Regards,Laura

I created an Export Scenario and when I view the Screen from the Export Scenario screen it shows me exactly what I am expecting.  (Thanks Naveen)However, when I try to Process Export Scenario, I get an error.The data gets “prepared” and this is exactly what I am wanting to export:In case it helps, here is the definition of the data provider and Export ScenarioPARAMETERSSCHEMA  EXPORT SCENARIOThe source of the data is from a Generic Inquiry.For CSV provider, you have to link a file and that file name is used to create the export file.  I don’t see that file link option in the Generic Inquiry Provider type, so maybe it just doesn’t know what file to export to?Any ideas what that error is caused by?Thanks,Joe Schmucker 

hi All, we have a customer that is looking to access their sharepoint or onedrive document storage through transactions that are getting imported.  is there anyway of getting a hyperlink imported so that the link is active and clickable? hoping it would pick up their logged in user access to sharepoint/onedrive we’re looking at importing either to a custom field or an attributes field, whichever is necessary. Thanks Matt

I had previously asked how to use workflows to create an import from an inquiry. I now have that working, except instead of importing the rows as line items into one document, each row is making it’s own document with a single line item.I tried to Google the solution, but the solution says to set the order number as a static value that will be converted by the system to the auto-number. This value needs to be the same for all the rows. My inquiry is driven by a container number. All the rows have that value and it will be exactly the same. So in my import, my order number is the container number. The output files are auto-numbered, but should only be one document, not 5 or 6 documents with a single line.I have attached my import scenario here for ease of use. Also below is a link to the previous discussion.  

I am trying to create an Import Scenario in 2021 R1 to Void Open prepaymentsI am getting errorsCan I get some help?Thanks  

I’m new to business events and was wondering if the following is even possible.I want to add a business event to take an inquiry and upload it as a new document (sales order of type TR). Not to edit an existing one, which is the use-case I keep seeing online.I’m creating Sales Orders of type TR from Purchase Order data.Here’s the hooks:The inquiry MUST have a user defined parameter (container number)I then want my user hit some kind of button to trigger the upload from the data that now exists in the inquiry.Is this possible?

Hi all. I am trying to develop a data provider that allows for import/export of Customer Contracts with 11 attributes. Somehow when testing it the first attribute repeats itself 11 times in the export. Is the “design” of the Excel data provider incorrect.