Skip to main content
Solved

Opportunity Owner Updates via Import Scenario


Forum|alt.badge.img

I’m trying to run a basic import scenario that looks at specific opportunities and updates the owner. I know I’ve had issues before with updating an owner field on a business account, but not an opportunity. 

Any input? Sometimes it’s the simplest thing but I can’t figure out what would cause this...

Best answer by riglesias

Hello @tsmith19 

Under Owner field there is a column named Contact which has the Employee Name:

 

 

So I mapped the scenario to search under this column.
Like this:

 


Can you try mapping the scenario like and see if it works?

 

View original
Did this topic help you find an answer to your question?

6 replies

riglesias
Acumatica Employee
Forum|alt.badge.img+2
  • Acumatica Employee
  • 75 replies
  • March 29, 2023

Hello @tsmith19 

 

Please try to uncheck commit column for <Action: Save> line and if that does not work try mapping the employee name.

If it does not work please attach the import scenario so I can test locally.

Hope this helps.


Forum|alt.badge.img
  • Author
  • Freshman I
  • 16 replies
  • March 29, 2023

Hello @riglesias ,

Thanks for your help. Unchecking commit didn’t do the trick.

When you say map the employee name, that isn’t an option for me under the field / action name. Am I understanding correctly on that’s where I’d find that?


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @tsmith19 

Please find the attached Import scenario to Update owner in Opportunities.


Forum|alt.badge.img
  • Author
  • Freshman I
  • 16 replies
  • March 30, 2023

@manikantad18 

There was an error thrown..

'<', hexadecimal value 0x3C, is an invalid attribute character. Line 55, position 129.


riglesias
Acumatica Employee
Forum|alt.badge.img+2
  • Acumatica Employee
  • 75 replies
  • Answer
  • March 30, 2023

Hello @tsmith19 

Under Owner field there is a column named Contact which has the Employee Name:

 

 

So I mapped the scenario to search under this column.
Like this:

 


Can you try mapping the scenario like and see if it works?

 


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13
tsmith19 wrote:

@manikantad18 

There was an error thrown..

'<', hexadecimal value 0x3C, is an invalid attribute character. Line 55, position 129.

Hi @tsmith19 

Are you able process records with the given import scenario.

 

Seems to be the error is related to specific record, could you please verify and update manually.

Thanks


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings