Hello All!
We are attempting to migrate from Zoho to Acumatica, and it is easy to create export files from Zoho. But I cannot figure out how to create a proper “Import Scenario” to make it work. Can anyone help me figure this out?
Answer
Need help creating an import of Sales Orders from Zoho
Best answer by Laura03
If the user doesn’t have import skills then the Partner will import the sales orders. I think you need to give your Excel export with 800 Zoho orders in it to your partner.
That being said, I’ve attached a sample sales order import scenario. It’s a sample because it isn’t built for your company and it isn’t built for your Excel. No sample is going to match up to your Excel unless someone built it specifically to match your Acumatica configurations and to match a Zoho export.
+19Hello,
We don’t have enough information to answer your question. As a start, please post your import scenario, any errors that result, screenshot sample of your data. Thank you.
Hi Laura,
Sorry I’m VERY new to this and kind of hung out to dry.
We are about 2 weeks out from go live and need to move about 800 Sales Orders from Zoho to Acumatica, and I cannot figure out the correct import scenario or how to make one that fits my data set.
Attached is a very small sample import. Any help is appreciated.
+19If the user doesn’t have import skills then the Partner will import the sales orders. I think you need to give your Excel export with 800 Zoho orders in it to your partner.
That being said, I’ve attached a sample sales order import scenario. It’s a sample because it isn’t built for your company and it isn’t built for your Excel. No sample is going to match up to your Excel unless someone built it specifically to match your Acumatica configurations and to match a Zoho export.
~ Laura Barber, WM Synergy
However as Laura stated you should consult with you partner to handle the import
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