Import and Export Scenarios

Hello,Need some clarification as I'm bit confused on the backup process. Noob question.So as I understand the relation between Tenant and Company(with or without Branches) is 1:nSo if in a given scenario there are 10 companies in a Tenant and all I want is to take a backup of one single company within that Tenant then do I have to backup and restore the whole Tenant (what I see as the only option) or is there another way to only backup single company to test a scenario. Please share if there is any way to do this else seems like this should be a new added option in the backup process.Thanks

Can anyone tell me where I can find a description of the json objects for importing data via api?

When importing a Shopify Sales order, I would like the item description to be transferred to the sales order item that corresponds to the language stored in the customer. A corresponding translation for the item description is available.If you enter a sales order manually, it works, but not when importing.Does anyone know if and how this can work?Thanks in advance.

Hello good afternoon communityI am importing customers and vendors through the import scenario, there are approximately 16,000 customers and about 4,000 vendors, many of them are customer/vendor at the same time.When I do this I get an error saying that I cannot have the same customer and vendor ID during the import. These customers/vendors have the same ID. since they are the same.Is there a configuration that allows it? Is there a way to import them by import scenario? because there are about 950 customers/vendors that exist with this condition. I hope you can help me since it is impossible to create them one by one manually.I am driving Acumatica version 2023R2I look forward to your help and thank you in advance.Vanessa.

Hello! We currently have the “centralized period management” option enabled in our environment, however would prefer to have the option to close individually at different times of the month instead. Our problem with this is we have 55 Companies and it would be very time consuming, especially since they will all be closed by the same person. Is there a way to create an import scenario for this instead?

Hello! I’ve tried all sorts of combinations to achieve this.Summary: under certain conditions, run Business Event / Import Scenario to update Opportunity from Open to Close as Won and set the Reason code to a specific value.I am able to get the status updated to Won. Also, when looking at the CRM tab, it appears that the Reason has been set. However, it is blank in the GI results and in the DAC.The Reason is available when updating to Close as Won manually.I’ve tried both of these options: RESULTS:  

Hi, I am attempting to create an import scenario that populates attributes at the line level for purchase receipts. My import scenario is adding the correct inventory id, quantity, etc. but doesn’t populate the attribute value. What am I missing? 

Hi,My customer is using an XML file from a 3rd party to update PO container records (AcuContainer). The issue we have is that there are records that don’t exist in the system, how do we DISABLE record creation so it will only UPDATE existing records? Thanks

I am trying to update scheduled AR invoices detailed lines. They do have inventory IDs. Some have 3-5 detail lines. Having trouble getting the import scenario started. Testing multiple ideas.

I’m looking to prepare and import an import scenario every morning at 3:00AM. It looks like all of the help topics for this are older versions of Acumatica. I’m in 25R1I suspect it’s a business event but none of the actions types seem to fit a specific schedule/time scenario. Thanks!

I would like to do two things with one scenario, but I cannot get it to work for multiple records. The first record works fine, but all the others error with the message “The system failed to commit the Items Row”. We have multiple discount sequences “5” and “10” within a code “SALE”, which mark items as 5% or 10% off; nothing complicated. Some items got put into the 5 sequence that should have gone into the 10 and I would like to use an import scenario to remove them from one and add them to the other. Yes, I can do this as two different scenarios, but it seems like something that should be manageable all at once. It seems straightforward enough: go to one sequence, lookup the item with @@InventoryID and remove it, then go to the second sequence (same discount code) and add it. Oddly, it wasn’t working when I had a ‘<Line Number> = -1’ action to add the item to the second sequence. I can’t reset the InventoryID key in the second sequence; it just merges with the first key line.T

Hi everyone,I’m working on an import scenario for the Shipments screen (SO302000) to upload serial numbers on the Line Details screen.Right now, my scenario finds the shipment and uploads the serial numbers — but all serial numbers are ending up on the first shipment line, regardless of which item they belong to.What is the proper way to configure this import scenario,   

This should be easy but just can’t figure it out. How do I initiate a full database export of my acumatica instnace? 

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Hello guys, i am trying to import customers through import scenario and i am getting the following error “Please confirm if you want to update current customer settings with the customer class defaults. Otherwise, original settings will be preserved”please help me how to solve this error. thanksplease find the attached screenshot.

 Project Labor Rate (ScreenId=PM209900) How to change the Labor Rates on Project Labor Rate Screen with an import scenario to update the existing Labor Item (Inventory ID) for employees  We have a scenario where monthly rate exists for Employees.  That is for every employee a rate exists with an effective date.   ExampleEmployee John Rate exist for Jan 2026 and Feb 2026.  We need to run a bulk import scenario to Remove the Labor Item created on the Labor Rates screen   I can create the GI to filter for the values that require update and created the import scenario. I need to update existing records only When I run the import scenario it seems that it want to create a new record and not update the existing Labor item. It seems that it does not see the unique Line.  I have used the PMLabour. Note ID Hoping this will allow the update  How can this be achieved with an import scenario?

I would appreciate some help please.I am trying to close old Sales Quotes (Screen: CR304500).I have found that doing it via the Sales Quotes screen errors all the time because the quote is linked to an opportunity.  I then tried to do it via the Opportunity screen.  The import ran and said complete but it did not change the status of the quote, it did nothing.I have also tried to update the expiration date using very similar scenario and it also said complete but did not update the date.Can these type of changes be done using import?Here is my scenario: 

Hello!I’m required to hide multiple transactions on the Process Transaction form and is there’s a way that can be done through import scenarios?Thank You!  

Hello,  I have a client that is asking for an export from Acumatica that they will upload to their bank so that the bank (Truist) can print checks on their behalf.  This is not an ACH file. We need similar information, but the sample layout is rather different.  Has anyone created an export scenario for this sort of file?  I don’t think check printing outsourcing is uncommon, but I can’t find an existing scenario to start from.  This is likely similar to creating an export or integration to Bill.com, but we need an export not an integration.   Any help is much appreciated!   

Our bank is requesting that we add an additional value to the NACHA export file. I have made the spot on the file export, but I can’t figure out how to get the data into the export scenario. The value we want to add is APInvoice.InvoiceNbr. I see the export scenario has this APPaymentList source object, but how do I know what is on that or modify to add additional data?Appreciate the help.

When I press prepare in Import by scenario I get this error message .What could be the reason I have used this import scenario before , I just added new items on the excel file and its giving this error:Exception occurred at Load The specified key does not exist. NoSuchKey SRY3C9KMQE320XV4I am getting this error on both importing Stock Items and Non Stock items.

Here is my import scenario, it feeds off a GI that JUST created the invoice, so I KNOW it has a customer ID on it…  My business event history says: 0 records of 1 have been processed. The last error was 'CustomerID' cannot be empty.These are all fully built and simply need to have “release” clicked. When I open any of the error’ed out invoices, I just hit RELEASE and it’s done, but this should be done by the import scenario, so any help is greatly appreciated since I’m clearly missing something here.

Hey All,Is there a way to run or trigger multiple Export Scenarios using a single Automation Schedule in Acumatica?I attempted adding multiple conditions to the schedule, but it didn’t behave as expected.

Hello, I am creating a Business Event to update the External Ref Number field on the “Import Bank Transactions” form.  I have created an Import Scenario as the subscriber, and the mapping is as below.  For the testing purpose, I entered an action on the screen and perform the action manually. But it gives me the below error. But the scenario works and update the external number when I execute it manually. Is there’s a way that I can, correct?Thank You