Import and Export Scenarios

I am trying to complete ‘In process’ production orders’ via import scenario and replicate the user sequence. I don’t get an error message but it isn’t updating the records, what am I missing? 

Hello Community, How can I create an export scenario for SOLines and then import it using an import scenario? Where can I find detailed information about export scenarios — in forums or documentation?Thanks in advance.

Hello Acumatica Community,I'm reaching out to inquire about the best practices for migrating historical data from Sage 300 to Acumatica. Given Sage's significant presence in the market, it seems logical that Acumatica might have developed a user-friendly method for this data transition.From my research, I've come across "Import Scenarios" in Acumatica. Could anyone confirm if this is the recommended approach for importing historical data?Additionally, I'm curious about any potential limitations regarding the types of data (especially transactional data) that can be migrated from Sage to Acumatica. I've encountered varying opinions from different consultants, which has led to some confusion and concern.I would greatly appreciate any insights or experiences you could share regarding this process.

Hi there,System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.Appreciate if you guys could assist on this matter. Thank you in advance.  Here's the screenshots of the data provider and import scenario profile.Data Provider Import Scenario Leads screen  

Am I even close?  I’m new to import scenarios.I have several hundred records to modify the warehouse on, so it would be so helpful. 

I’m trying to route the shipment confirmation document to separate printers based on conditions defined in a GI through an automated business event.I’ve done similar business events on the process orders screen, but this is my first time on the process shipments screen. I feel like there is an import scenario bug on the Shipments target object but wanted to share here in case anybody had ideas as I’m at a loss.This is the error I get. “0 records of 1 have been processed. The last error was At least one item has not been processed.”I’ve turned all of the “extra” parameters off to test and encountered the same error, so the error is either coming for the action or the shipment number key. I have also tried to run the action as “Print Shipment Confirmation” for kicks. No luck.Anyways, I appreciate your additional review. Thanks.  

Hey, gang - our client gets an excel file monthly from one their customers to be imported into their system.  The issue is that the file may have Stock Items included within that are NOT in our Clients instance, nor should they be.  Nevertheless, they need the data associated with the item to be imported, but under a generic item.  In this case, the client wants the nonexistent Stock Item that’s in the Excel file to be renamed to a generic item (say, “GENERICITEM”) during the import scenario.  The client would prefer not to cross reference the existing stock item list with the monthly customer provided list and have the import scenario do the heavy lifting.  Is there a formula or a combination of formulas that can determine if a stock item is in the system and, if not, return a generic value?  Note:  Yes, you could cross-reference and update the spreadsheet beforehand or intentionally error it out and replace the errored items - I’m curious if there is a way to let the system handle th

Hi all,I need to create an import using the Close Production Orders screen.  The file upload in the Import Scenario will contain the Order Number and other details about all the completed prod orders.  Our process on closing the production orders is if it is completed by >= 14 days.Any help appreciated.Cheers,Laura 

Hi all, i have import scenario. I Have some action which use data from address tab. When i debug this, i saw that Site_Address.Current is null. But my project have this data. Project.Current is not null. Have you any ideas?

Good day,I wrote the attached WO Import Scenario.  It is said it processed without issue.  However, it not producing the write off document from the scenario.  I think it has to do with the selection/process action not working.Any assistance would be greatly appreciated.Thank you.Evan

I cannot seem to resolve the error ‘The Submit button is disabled’.If the Submit action is removed, the time card Save creates and saves the time card as expected.I have tried many options in the scenario to continue to Submit without any luck (different flags, different Submit action, etc.). Any suggestions on how to resolve? Attaching the XML also. 

Hello everyone,We recently upgraded to 2025 R2 and one of our Import Scenarios is now throwing errors.  Here is the main one:  The Import Scenario is Deleting the Salesperson from each location in preparation for adding the new person in a second scenario.I went to the Customer and every aspect is filled out correctly.  Nothing in the error message is empty for the Customer.  Do we need to add all of those fields now to each Import Scenario???  I have attached the file to this post.  

We are trying to import the PI inventory counts from excel and receiving an error.  Steps takenExport the list with the Excel button. Enter the Physical Quantities in the the column for Physical Quantities in the excel.  Save excel and click upload.  There is only the one column to update.  Expected this to be “easy”Dont know how to find the Trace in the error message to try to identify the error. 

Hi,I am working on import purchase order receipt type transfer receipt which is triggered by record change on Business Event. But, I can’t apply field locations of receipt lines with the same value, just line nbr 1 is applied. I don’t know if there is something wrong with my import mapping.  

We have a client who is using a third-party timecard and payroll system which utilizes Alpha-based employee IDs in these systems.  We also need to import time card data into Acumatica, but our employees are numerically assigned and have limited 7-character codes due to the BIZACCT segmented key setting.  For this reason we are using “Substitution Lists” to cross-reference the Timecard’s employee identifier with the Employee ID in Acumatica.  We are storing the timecard system’s employee ID using External Ref Nbr field in the Employee screen.In order to keep our substitution list up to date, we’re using the Employee GI as a data provider to update the GI using an import scenario.  Knowing that the substitution list will error if we try using the “=1” code for new lines, we’re using the @@OriginalValue constant to define the row key and mapping it to the Native Field [SubstitutionValues.OriginalValue].  The expectation is that the import will locate the Original Value in the grid, if it

Hi,I have a list of dropship orders in a csv (downloaded from a 3rd party app) that contains everything I need to create a Sales Order with an import scenario, except our customer’s details. If all the orders in the spreadsheet are for the same customer how do you recommend I proceed?could add column to spreadsheet - but want to avoid that manual step.  Could write something in Excel to ask for the customer and create a new csv, but this is the 2020s. hard code the customer id into the import scenario - possible but there are many of these and that creates a burden on maintaining the scenarios (if one for each customer). Is there a way to ask the user to choose a customer as part of running the scenario? Can the import scenario link to a Generic inquiry that could be filtered to the correct customer? Any other ideas? Thanks in advanceSimon

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.