Import and Export Scenarios

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. 

We have a requirement where customer data from a third party is sent over to Acumatica by dropping an encrypted zipped file containing the excel or CSV file of the customer data to a FTP server. We are planning to configure file synchronization to get this file to Acumatica and mapping the import scenario and then using the process import scenario screen to automate import of these records to the customer screen. How can we validate these import of records or get better error feedback?

We are trying to populate 2 fields that are on the attributes tab and on the user defined fields tab on the projects screen.  I have been able to populate the attributes tab and thought that would auto populate the user defined fields tab.  I was wrong.  I have two questions.How can I find the user defined fields to write an integration to populate the field?  I haven’t been able to find them on any screen.  When I populated the attributes, it did the attributes field, but not the user defined fields.Can a user defined field auto populate an attribute?  I understand that Acumatica is moving away from attributes in the future. 

Hi All,  @Naveen B ,I need to add a Contact against the Customer.  I have done the following but am having trouble with the scenario recognising the “Login”.  I want the login to be ‘firstname.lastname’.  i am receiving error-”Login can not be empty”.  Also, i cant find the code id for User Type “Portal Customiser User”.Import attached. Any help appreciated.Laura

I’m trying to import a note into the activities tab on the customer screen.  We had first visited this a while ago and support did provide an import scenario that did work for this.  The issue I’m having at the moment is that if the note is multiple lines, it is separate rows in my source excel file, and I’m having an issue getting the multiple lines together into one note.  When I run the scenario, the note is created, but the note body is just the last note line.  I tried using the same function that I had used when importing regular customer notes =Concat([BAccount.NoteText], CStr('\r\n'), [COMMENTS]), which does work in appending a row to the existing note, putting a CR/LF in between to put the note at the beginning of the next line, but everything I have tried using that method, doesn’t give me the required results here in the activity note body.  I can provide a bit more detail if needed, but just wondering if anyone has done this type of import into the activities, creating a no

I have created an import Scenario to import time entries into the acumatica clock entry screen. I am receiving the following error”1 items have not been processed successfully. View name: header.” Any help would be much appreciated. Thanks in advance. Here are the details for my scenario Data Provider Data Provider SchemaSpreadsheet 

Hi,I am trying to export Project/Contract from a GI. My export scenario is not working. I keep getting a message that “Items have not been processed successfully. View name: Filter”.If I am try to export from Project/Contract screen (PM301000). Then I keep getting a message that “Items have not been processed successfully. View name: Project.”I have already tried with Reset Cache, Restart Application and republishing/unpublishing all customization. Nothing kind of helped and gets the same error.The export scenario looks like this:Any suggestions is appreciated.Thanks.

I am trying to Export the “Debit Adjustment” records using Export Scenario from Bills and Adjustment screen but it always returns the “Bill” Type records. I have applied the Type mapping as Type=’Debit Adj.”Herewith, I have attached the Export XML. Does anyone help will be appreciated.

I am trying to Import AR Payments and Applying Document details of Invoice type. The Error is getting as  “Error: The system failed to commit the Adjustments row.”Following Import  scenario steps are written.  

Went live with Acumatica this year.  Unfortunately default 1099 box for many vendors was set up incorrectly and there are now 4000 AP Bill lines that need to be updated.  This is a SaaS environment so don’t have direct access to database.  If I knew the correct tables to update (APTran, others) I could write a SQL update customization to update to correct 1099 box.  Second option that I’ve been struggling with is an Import Scenario to update the AP lines.  It seemed this should be easy.  Pass the AP Type, Ref Nbr and then the Line Nbr and update the box to ‘7’.  It seems to only work on lines that are line nbr 1.  But even single line AP Bills don’t always have line number 1.  Might have single line AP Bill and the line nbr is 4.  Doesn’t update in that case.  Am I missing something obvious?  

I wanted to reset or re program the locations because we are no longer using bin locations, they informed me it was impossible to eliminate them completely so they were going to make them inactive, and add the new updated locations and make those active. But even after changing the location to ONE SPECIFIC on every stock item it is still showing this error. Also caused an error when creating sales orders, so now I have both the old location and new locations active. 

Hello, I receive the following error message when I attempt to upload an XML file to the data provider screen:My XML file I’m trying to upload is a Tree format which should be readable through Acumatica, so not sure why I’m receiving the error. Any help would be appreciated. J

Hi!Could someone help me to understand why this Import Scenario is showing me an Customer ID error and also validate the mapping? I want to import SO with the OrderNbr that the Numbering sequence is giving and with various lines per each SO.The next image is the import by scenario screen with the error: And this is the Mapping screen for the import: Attach to this post is the XML.Thank you for your help!

Hi,I have created import scenario to import invoces and line items, when i execute prepare and import action for each record from excel a new invoice is created.In the excel there is only one invoice with 53 line items. But when import is done 53 invoices are getting created.Following is the image shot of the Import Scenario i have created.  Let me know what is the wrong in the above scenario.

Hi,I have two or more tenants in the same instance and i want to get the data from one data updated into another tenant not replaced, I don’t want to use sanpshot shot option as that will replace the tenat data.I want to insert the data so that old data remain intact.Do import scenario or generic enquiry serve the purpose. 

Hi @Naveen B , All,I have a file which contains data to update the Lot and ExpiryDate to an existing SO. The issue i am having, is the file has duplicate inventory items and Lot/Expiry dates.  I don’t have any numbering system to rely on in the file. Is there something I can do in the Import Scenario to get around this issue?  Sample file attached as well as existing Import Scenario.Cheers,Laura 

Hello, @vkumar , @Naveen B  I have an American date format in an excel file that needs to be uploaded into MYOB Adv.  The format is like so ‘20231231’ (i.e. YYYMMDD).  How can I convert this to an AUD format in the Import Scenario?Regards,Laura

Hi @Naveen B , All, me again :-).  I have created an import scenario to create Sales Orders from information in a file.  The issue I am having is when the there are duplicate items for the same SO in the file.  The duplicate inventory lists in the Sales Order fine however adding the Batch and Batch Expiry is where I cant get it to work.Any help appreciated. Both import scenario and file attached.Regards,Laura

 I am new to Acumatica.Running an Import fails on the first row.Thanks you for any suggestions or comments you may have.If there is online link that you could point me to follow-up on my own, that’s great too. My import Scenario is attached.Thank you.-ken