Import and Export Scenarios

Hi , @Naveen B, is it possible to create the Sales Order and do the Quick process all in the one Import Scenario?so using the attached Scenario,  I’d need to somehow create all lines prior to the “Process Order”.If not I can do separate scenario but would be cool if I could do all in one :-).  @Naveen B could probably do it :-). Thanks in Advance.Laura 

Hi All, @Naveen B,  My client has a file containing a Shipment Nbr that already exists in Advanced.  They want the Shipment Nbr to be picked up from the file using an import scenario and “Confirm Shipment”.  I have the following Import Scenario which Error’s so far. Any help appreciated.Laura  

We are building an integration between Salesforce and the Customer Contracts.We have export scenario created that we would like to feed back the last billing date and next billing date, but are receiving the error message below-Any help would be greatly appreciated! 

Hi All,Looking for a resource that will explain the ins and outs of an import scenario. Specifically where the data is being pulled from to generate the different fields and how they interact with them. Hope here is to gain an understanding to create my own.Thanks!Andrew-

Hi, I am trying to use the “Quick Process” in an import scenario.  I am uploading a file with the SO number.  From this SO I then want to use the “Quick Process” to raise the Shipment/confirm the shipment and create the invoice.  I am unable to get this to work. Import Scenario attached.Has anyone used this successfuly?  

Hi, Im trying to import a XML file, which cant be read properly by the system.However, im able to get a column with the data I need, but they are ordered row wise.  The column is named “td”, and I would like to get data from specified rows. Do someone know how i can map this row wise? Below is a printscreen from the import scenario. The source field is column “td”, but is it possible to map this to a spesific row? Like “td” row 10. I have tried “td10”, but it seems not to work.  

I'm trying to change the default customer location by setting to default a different location using Import scenario 

Hi,Our organization is in the process of switching to Acumatica. I'm trying to import stock item profiles from our currant system, and when the import reaches half the sheet, the following error appears, input string was not in a correct format. 

We are going to upload master data to the Sandbox and we need to maintain restore points before uploading the data.Ex. We have done Payable preference configuration and need to upload around 1000 suppliers to the system. Before doing this, we need to create a restore point. In cases where an error occurs, we need the ability to restore the system and configured data should not be erased.1) How does Acumatica support this requirement?2) Any processes that we should be aware of before migrating data to the instance?

Is there a way I can store a value in a variable while running an import scenario?  I have a situation that would easily be solved if I could store a value temporarily and then use that value later in my steps to store in a field and/or to use it in a logic statement.

Hi all,I set an automation schedule to export inventory data. It’s just can not export data. The schedule setting are below: It’s working well if I manually run the job.Anyone had meet this issue before? 

Can SFTP File Synchronization specify an upload folder path?I don’t see a field for it but maybe there is another way to indicate the path?

We have a business event/import scenario that is creating service orders from cases, but because we are not clicking Actions > Create Service Order from the case itself, the newly created service order does not link back to the case it originated from. I looked at similar import scenario threads that linked other documents together, such as tasks and activities and took that approach with service orders, but it didn’t work. Is this possible without customization?  

Hi,I have built an Import Scenario that should update the Ext. Ref. Nbr. per line in the Import Bank Transactions. I have a Generic Inquiry feeding the Import Scenario, but it will only update the first line in the list of 10. It updates using the last Trans Desc, so it is working it’s way through the list correctly, however it appears to be ignoring (ID) Tran ID. Could anyone suggest how to populate each line correctly?Below is the screenshot of the Data Import Scenario.When the Import Scenario is run this is what happens.RegardsNick Savage-Mady

On vendor payment instructions is there a way to distinguish between a checking and savings account? The NACHA file format requires us to distinguish the difference on the ACH Text file uploaded to our bank. Currently we are manually changing this for specified vendors. In our previous software we had a field “Bank Account Type” to distinguish the difference. Can this be added on the next release? 

Hello,I have created an import scenario to import multiple events. The import completes successfully, however, the related entity is never picked up.Attached is a screenshot of my import scenario. Any help would be greatly appreciated. 

Hi,I’m trying to figure out how to update a field using another field. In the Integration manual there is an example, using a fixed piece of text to do this, but I need to be more dynamic. My example is taking the Transaction Description in Import Bank Transactions and updating that into Ext. Ref. Nbr. Below is what I have so far, but it won’t do anything, so I know I’ve got the syntax incorrect. Has anyone done this in the past?  

I’m working on a migration project from Sage to Acumatica.  I was asked to write an import scenario to load older AR Invoices.  As I write the script, I manually walk through the steps to see how it interacts with the data entry form.  When I get to the detail section and try to add an inventory item, I see that only non-stock items are displaying in my lookup.  All my imported items are finished goods, so I’m getting errors for my import.  I’m not familiar at all on how the inventory items were imported, but where/what would I look for to allow finished goods to show up?

I have reports and dashboards that rely upon an Opportunity Stage being set to Won (along with the Opportunity Status) when the Opportunity is Won.  I have hundreds of opportunities that did not end up this way.  To change the Stage, I have to reopen the Opportunity, change the Stage, and Close as Won.  Easy enough to do with an Import Scenario, but I really need to preserve the original Closing Date.  Seems resetting the Business Date for each line of the import would do this for me if possible.  Very open to alternatives (we are hosted).

Hi thereCan someone please guide me as to how we can export our price lists with images to Excel?Thanks so muchTania

Hello all, thanks for taking the time to read my post.I am trying to import an email address into the Customers / Mailing Settings / Mailing ID - Email account field using an import scenario.I have developed an export scenario to try and find the relevant field and have had no luck finding it.And finally here is my Import Scenario - which I would like to put the new email address into.Can anybody help out with how I populate the Email above as it does not seem to have this field on the selection.Any suggestions would be very welcome - so thanks in advance !CheersJohn

Hi everyone, I have an issue with an import process, i want to know is anybody else has this kind of behavior and is there any solution or proposal to fix it??!! So, import tests were done on two different environments, the test was about import file of 874 lines (using import scenarios), the first on a local instance and the second one is on the test environment on a SaaS instance where we used the license that activates the multi-threading option, the following data are the tests results: For the first local testing phase, we notice that the processing time exceeds the 2 hours of processing, whether for processing with or without parallelization, moreover the difference between the two timings is not significant - Processing with parallel treatment option (On): 2h 16m 47s.- Processing without parallel treatment option (Off): 2h 20m 15s. For the second test phase in a SaaS environment, the processing time is faster than on a local machine, but that the difference between the two timin

Hi guys,  I want to export allocations report. I can’t find any related report or GI. I tried to create a new data scenarios to export those data. the mapping is below. But it’s empty when I run it. Dose anyone has any suggestion? Thank you.  

I have imported a few hundred projects as active with active tasks for an audit (long story), and now would like to run an import to close out the tasks and project.  However, it is duplicating the existing projects instead of modifying.Is there a way to use the Import by Scenario to modify as such, so I don’t have to assign these to techs to close out one by one?

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to determine which is which without bringing tons of DACs).  I need to delete those Global one’s at the bottom.  Super simple to do manually.  I have an Excel sheet data provider with all the Stock ID’s, Aternate ID, and Alternate Type.  I’ve tried Keys, Custom Keys with @@ format, Line Number tricks.  The documentation says after finding the record with a key (tried both <Key: AlternateID> and <Key:AlternateType>), the summary Target Object must be selected to use the Action: Delete. Unfortunately with most of the scenarios I’ve tried there isn’t a useful error message either.  Anyone have any tips on how to accomplish this.  I think a method that works would be useful in the futu