Import and Export Scenarios

Hi all,I’m trying to import compliance records into Project → Compliance and Compliance Management (type “Other”) in Acumatica 2025.Prepared Data shows records, but Processed = 0.Import Scenario has no Insert action, though manual entry works.Does anyone know a supported way to import these records directly?Thank for your support!

Hi guys,When I use this mapping, I can only import a single data record and then have to click “Import” again.What do I need to change in the mapping so I can import all the data at once?Thanks in advance   

When I try and run this import scenario, I keep running into errors. My upload is only 2 lines but it errors out after importing one line and I have to run it again to complete the second line of import. Any idea on how can I fix this? My XML and import scenario is attached.   

I would appreciate hearing from anyone that has integrated Acumatica with Salesforce.  We are planning to use Celigo as the iPaaS since the integration is a little more complex than Acumatica’s standard product.  Any “Dos’ and Don’ts”?    

When importing Stock Items I am getting a message: “Please confirm if you want to update current Item settings with thee Inventory Class Defaults.The import scenario will not p[roceed without a response.How do I get past this message?

Hi, I’ve been trying to process Quote (copy order) to Sales Order using import scenario, but I can’t get through on the remove hold and copy order parts. I tried testing it separately and here’s what I get: Remove hold: Copy Order: 

Client has businesses that change ownership, and when this happens, they generally have batches of customer payment methods that need to be entered into the system. This is tedious with all of the manual entry. They would like an import to get this done, I have gone through numerous revisions, and I am not making much progress.Errors that I have received includeSaying it processed but nothing added/updated Error message that a data field must contain information. (The import has the data for that field) Only updating the header information, not updating the details with the account informationI know this screen is notoriously a pain to import into, and I have done some updates before to the screen but nothing to this extent. Any assistance would be greatly appreciated as I just seem to be spinning my wheels. Thank you in advance.

Hey, Team - I’ve got a customer who has a particular overseas Vendor that requires their POs provided in a unique format.  I’m not entirely sure what direction to go here, if this is better suited for an export scenario or a report.  Any assistance would be much appreciated!The format is as follows:  The .txt file would look something like this.   

Is there a way to ensure that sequential Business Events both trigger?I have 1 Business Event that creates an Issue document (when a Transfer is released), then when the Issue is released, a Business Event creates a Receipt document.The issue I’m having is that they both work when run on their own, but when I try to get them to run sequentially, the 2nd Business Event does not trigger.

I’m trying to add existing contacts to customers, my initial scenario created the contacts but didn’t assign them in the customer screen. I’m getting an error that lastname is required so it looks like the scenario is trying to create a new contact rather than add an existing one. Any advise please? 

This might be a long shot, but I am trying to create an Import Scenario to mass update stock items with Quality Control Plans. Which is part of the QMS Module.  I keep getting an error message because the system says it needs a Test or else it can’t save. When manually adding a Plan to a stock item, once the plan is selected, all tests are added as well, automatically.  It seems, either that automation does not exist when using an import scenario, or the system is trying to validate before that test loads and throws up the error.  So I added more steps to manually add the Test right after adding the Plan. But I get an even bigger error: Error: 'Item Class' cannot be empty. Error: 'Tax Category' cannot be empty. Error: 'Base Unit' cannot be empty. Error: 'Sales Unit' cannot be empty. Error: 'Purchase Unit' cannot be empty. Error: 'Posting Class' cannot be empty. Error: 'Lot/Serial Class' cannot be empty. Chat GPT says that this error means the system is trying to add a New Stock Item at

Is there a way to upload a bunch of old emails into Acumatica all at once? We have a bunch of old emails we would like logged in Acumatica, but we don’t see an option to upload them all at once.

Trying to preform a lookup in an import scenario and have it update the line that matches the SoftwareID on the BAccount. BUT instead of it creating a new line if the lookup doesn’t generate a match, I want it to do nothing and skip it. How does one bypass this functionality of it creating the new line?   

Has anyone found a way to use one of the 4 out-of-the-box Synchronization Type settings (FTP, HTTP, Shared Folder, or SFTP) to sync a file with Office 365 OneDrive? 

I trying to set up a business event to create a Purchase Order (for the return item) on Sales Orders using a business event and import scenario. Within the actions available, I see SO creation, email creation, Receipt creation, but no Purchase Order creation. Is this possible to do, or is there a different way to go about this?

One of our clients is in the process of automating their ACH batches to auto-sync to the bank’s SFTP site.I have the file sync settings saved in the data provider, but it isn’t being added as new ACH batches are generated. Is there an automated way to do this without customization and/or a business event/import scenario?I’ve attached both the export scenario and data provider for reference. Thank you in advance!

Please help me figure this out.I’m creating multiple variants across multiple templates, and I want to do it using import scenarios. I already created Template Item via import scenarios. Right now using that list template item, I want to create each of the a variant using import scenarios. First I want to check this two columnsThen Hit the create matrix item and confirmed.  Thank you . 

We are trying to do some data clean up and re-order how we build accounts/locations.We had a bunch of child accounts that we consolidated under the parent account as locations.  However, we have found a major productivity hit on updating the sales persons or other data in that Customer screen now.We have one customer that has ~1500 locations and our instance handles it fine.  This latest customer we cleaned up has almost 8000 locations and they imported by scenario into the Location field fine, but the import by scenario for the salespersons will not run through even a partial list.Before we break the customer up by state, are there any suggestions?  Max limits?

Hi Everyone,I need your help with something. Has anyone here worked on the AR Batch Payments Export scenario before? If so, could you please share the Export Scenario file or any related details that might help me set it up?I’d really appreciate your assistance.Thanks in advance!

Hi All,I am trying to build an import scenario that will create external user login (Guest accounts) for all of the contacts for each customer record.  I have a user type “unrestricted external user” and it has a linked entity to the contact record.I have created my EXCEL/CSV data provider with the Account ID, associated contacts with their email address, and the contact id (I attached some sample data that I scrubbed with fake data).When I try to execute it, I get an error...4 items have not been processed successfully. View name: UserList.I really have no clue on how to do this lol. Can anyone help me?  I have about 1500 accounts to make in just a couple of days and am totally stuck.Thank you!  

I need to have an import scenario that records the payment and applies the payment to the related invoice or invoices.  I started using the one included but I am getting the error:The system failed to commit the adjustment rows.Here is a screenshot of the application section of my import. Any help would be appreciated.Thanks...coleen

I am trying to import a SO with multiple lines. Currently the SO is being created with the multiple lines. However, if I have more than 1 SO on the CSV file to import, the import puts all the lines on one SO instead of each SO having their own lines. There was a suggestion to use 1,2,3 to enable the import to create individual SOs with the lines for each, However, I am doing that, but all the lines are still being created on one SO. See the attached Import Scenario and CSV file. What do I need to change to fix this issue? 

Good day,I could use some assistance with the review the attached Import Scenario; it worked before we upgraded to 2022R1.  The scenario creates the sale order.  However it creates only one order with all the items in it rather than create a separate order.  The file has 55 orders.  When I tested it created one big order.  I can figure out what changed after we upgraded.Have a nice day.@Evan G 

One of the import scenarios that we run has been producing a “divide by 0” error for some, but not all, of the processed lines. I’m not a 100% sure, but I believe the formula is the thing causing the issue. However, I don’t see any division equations in the formula. Could there be something else causing this issue? The equation: “=IIf( [POReceiptLine.PONbr]=Null, Concat(CStr(Left( [POReceiptLine.VendorID_Segment1],7 )),'-',CStr([POReceiptLine.ReceiptNbr]),'-',CStr([POReceiptLine.LotSerialNbr])), Concat(CStr(Left( [POReceiptLine.VendorID_Segment1],7 )),'-',CStr([POReceiptLine.PONbr]),'-',CStr([POReceiptLine.LotSerialNbr])) )” The Import Scenario.   

We are trying to get product images to display on the mobile app (Warehouse Management > Item Lookup) in 25R2 but have not been successful. It is not working like it did in 25R1. In 25R1, if you upload an image to the Files area, it will show up on the Attributes tab, and it will display on the mobile app. In the Item Lookup, if you click the paperclip icon, you will see a thumbnail (and you can load a larger image if necessary).This same behavior is not working in 25R2. Acumatica moved the image upload from the Attributes tab to the Description tab as discussed here: Apparently, this change has caused the image display issue on the mobile app.Furthermore, we have not been able to capture images using the camera on a mobile device. We have tried both iPhone and Google Pixel. In multiple tests, we were not able to upload images to a stock item via the Item Lookup utility. We can take a picture and upload it, but it results in the error: “Error uploading file.” Again this works fine i