Import and Export Scenarios
Discussions Import and Export Scenatios
- 200 Topics
- 802 Replies
I’m working on a new project and I could use some help with the steps I need to complete. I’m trying to automate the importing of data from an external source on a nightly basis. Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem. I can successfully run the import scenario with a single file, but how do I do it for multiple? When I perform the “File Synchronization", I end up as multiple versions (one for each new file). How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?
We set up a new cash account, mirroring a current account, but we are getting the following error message when attempting to export the payment batch into a NACHA file, “The export batch cannot be created due to invalid checkdigit for bank routing number xxxxxxxxx. Review and correct ACH setting on the Data Providers (SM206015) form.Our existing cash accounts are still processing batch payments and exporting correctly into NACHA files and because we copied the exact set up, we are at a loss for how to fix this. We have submitted a ticket to Acumatica, but no resolution as of yet.
I've setup a generic inquiry linking requests, employees & user tables. The GI has 5 output fields (Request Order Number, Request Employee ID, Request Department ID, Employee AcctName & User Email). I have verified that the GI generates all the proper output.I then linked that GI to a business event with a Record Insert trigger. I want this to trigger every time a new purchase request is submitted. I have verified that the BE triggers properly when a new purchase request is submitted.I then setup the BE to kick off an import scenario. When I go to setup the import scenario, I only see 2 fields available as source fields (order number & description). I have verified that the screen ID for my GI is the same screen ID as the provider for the import scenario.The part I completely don't understand is that my GI doesn't include the description field. The initial GI I created only had those 2 fields, but I added additional fields. It is almost as if it has latched onto the
Good afternoon,I have a couple of basic questions; Change the class on item Change/replace the existing description to a new one Add Alternate vendors and part numbers to the stock item profile Add weight and volume Add MSRP Add a data to a bunch of attributes..I would like to do this in one import scenario. Does anyone have template? Or possible can lead me to how to update the class and description. Add alternate vendors/parts is missing something? Attached is the sample/test file. Below is screen of the beginning scenario.Your assistance is greatly appreciated.
We have been provided various templates for getting our master files and data into the system but I do not have templates for the project\task import or project history details. Can someone point me in the right direction to find those?
I have an AP Approval map configured, and using an import scenario to bring the AP transactions into Acumatica. Is there a way to have the imported transaction be imported with a status of Balanced and not go through the approval process? The transactions are approved manually prior to the import. Thanks,Coleen
Hi Everyone, I am trying to create an import scenario to input Amount Paid in the Payments and Applications form (AR302000) and I get “the save button is disabled error”. I followed my mapping manually and yet I am able to save.This is my scenario:I unchecked reference Nbr. Commit because otherwise, I would get “Error: 'Reference Nbr.' cannot be found in the system.”This is my data:Then I shrunk it down to 1 row because I suspect the error is caused by the payment amount command.I also tried to swap the Payment Amount command with Action: set Payment Amount to Applied documents and moved it up and down in the mapping order, to no avail.If anyone knows what I am missing, it would be great. Choenho
When I run my import scenario I get the famouse error “The Change ID button is disabled.” My import scenario is simple and base on https://www.augforums.com/sample-acumatica-import-scenario-stock-items-change-id/, but after modifying this import back and forward, still having that issue. Do you guys see any errors on the mapping?
The Process Orders screen can be used to ‘create shipments’ but not ‘create receipts’. So I put together a business event and import scenario to trigger the <Action: Create Receipt> (CreateShimentReceipt) but am running into issues with the dialog box. Any ideas on how to populate a multi field dialog box?
We would like to export data, such as vendors or customers, to excel the exact same way we imported the records - ie. using the same data provider. Is there an easy way to flip our import scenarios to be export scenarios without rebuilding them all?Is there anything I am missing here that might make this process easier? Thank you!!
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 , @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
Good day, I am trying to update a “specific attribute” Every time, I do an import the data is uploaded to the first attribute on the stock item record. The attribute id = PIMID. I am not sure why the mapping is working importing the data to the correct ID. See below,
HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance!
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
Hi,I am trying to create an Import that does the following in one Import Scenario:-takes the Sales Order no. from a file (SO Type = SR) creates the Shipment Receipt from the SR confirms the Shipment Receipt creates the Credit Memo and releases the Credit MemoI have attached where I am at currently but I cant seem to find “CreateShipmentReceipt”.The import Scenario I have tried to date is attached.Any help appreciated.Thanks,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. The SO already exists in Advanced. The import contains only the Sales Order Nbr. The SO has he “Quick Process” actions to “Ship” and “Invoice”. The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic. It is attached.I would really appreciate any assistance. A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario . And the quick action turned on in the SO Type. Regards,Laura
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?
I would like to delete the value for the field "restrict visibility to" from suppliers screen via an import scenario. Anyone knows how to do that? I tried to add a formula =’Null’ but I am getting an error message: Field: Restrict Visibility To, Value: Null, Error: 'VOrgBAccountID' cannot be found in the system.Many thanks, Patricia
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.
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.
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