Import and Export Scenarios

Good morning everyone. I am trying to create a new bom with a business event using a GI and an import scenario on a schedule. I am getting the error “The last error was Cannot generate the next number for the BOM sequence.”. To diagnose it easier, I exported the GI to excel and made a data provider, new import scenario, and used import by scenario to upload. i used the community post below to find a solution that worked. This post used option 1 in the below screenshot. It worked fine and created a new bom with the next autonumber with everything correct on it. I then made the change to the business event subscriber import scenario and I got the “cannot generate next number” error. I then tried option 2 below and the business event history shows that it ran successfully with no errors but it didnt actually create the bom. I saw another post where someone could only get the header to get created and had to add materials later so I tried making the GI as simple as possible and use only th

There is a lot of documentation and training around non-XML data providers but not very much around XML data providers.  The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own?  (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty> <Name> <Name1>ABC Company~60</Name1> </Name> <PostAddr> &lt

Hi, I am reaching out regarding a customer requirement related to importing Sales Orders through the Import Scenario.The customer needs to upload invoices in bulk, where each invoice contains multiple line items. We identified that column wise import of the Inventory Item field is not supported. Other fields can be mapped correctly, but the system consolidates the Inventory Items into a single line instead of creating separate lines for each item.Customer Requirement– Ability to import Sales Orders with multiple line items using an Excel template.– Each Inventory Item should appear as a separate line in the Sales Order during import. Issue Observed– The Import Scenario does not support column-wise mapping for the Inventory Item field.– Inventory Items are not created as separate lines.Could anyone confirm whether Acumatica supports this functionality? If not, could you suggest an alternative approach to handle this requirement? 

Does anyone have an example of an import scenario that inserts Lot/Serial Nbrs. into Line Details?I have a Business Event that will create IN Issue documents when an IN Transfer is released, but I’m having trouble getting the Lot/Serial Nbrs from the Transfer’s Line Details included in the Line Details of the IN Issue. 

I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one: 

Hi everyone,I’m trying to automate the export of a GI using an Export Scenario (CSV format) that should be triggered after a vendor bill changes status.My goal is to generate one CSV file per bill, automatically.What is the simplest way in Acumatica to achieve this?My main blocker is: Generating a separate CSV file for each bill, instead of one consolidated file Avoiding overwriting files while the system is synchronizing or sending them to the FTP server Has anyone implemented something similar, or can recommend the best approach?Thanks in advance for your help!

I am trying to import assets into a new system, I am running 25.1 Build 25.101.0153.4 My import scenario looks like:When testing the import on 6 transactions,  With ‘Break on’ options cleared.  I get the following results: If I make the first transaction in active, the error moves down. I have am not specifiying correctly with the Save function.  What is very curious is I have used this same scenario to import the same data into the Test system.Any ideas?

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?