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...
Answer
Opportunity Owner Updates via Import Scenario
Best answer by riglesias
Hello
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?
+2Hello
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.
Rodrigo ~ A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Hello
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?
+15Hi
Please find the attached Import scenario to Update owner in Opportunities.
Acumatica Functional Consultant & Customer Experience Supervisor
There was an error thrown..
'<', hexadecimal value 0x3C, is an invalid attribute character. Line 55, position 129.
+2Hello
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?
Rodrigo ~ A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
+15
There was an error thrown..
'<', hexadecimal value 0x3C, is an invalid attribute character. Line 55, position 129.
Hi
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
Acumatica Functional Consultant & Customer Experience Supervisor
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