Please excuse my ignorance but our organisation is new to Acumatica. We currently utilise an internally created excel quoting template due to complexity and dynamism of quoting requirements. I am interested to find out whether we are able to create a PUT or POST through the API from the Excel document by Product code, Quantity and some other details or if there is a default excel template for Acumatica which we can move our data in to and then import in to Acumatica? Working in both Acumatica and Excel would allow us to build out the quote and then import the data to Acumatica as the single point of truth however have two reference points to ensure we don’t miss anomalies?
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Quote Integration from excel
Best answer by lauraj46
Hi
On the Acumatica quote detail tab there is an upload button to import detail lines from an Excel spreadsheet. You can map the columns on the fly. If you export the details on any existing quote and use those column headings as a template then the import upload will map automatically. If your existing Excel worksheet has extra header rows at the top, you might create an Excel macro to copy just the relevant info to a separate tab or workbook for import.
I have written VBA code to make API calls from Excel. It's possible but awkward. I would recommend exploring other options first before you go down that road.
Laura
Forgot to mention…. I understand this is extremely high level and not as simple as I have requested but interested to know whether it is possible or has been done before, before I venture into Wonderland!
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+20Hello,
Have you considered using Velixo with Write-Back to create quotes (LINK) in Excel and Import them to Acumatica?
Laura
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+9Hi
On the Acumatica quote detail tab there is an upload button to import detail lines from an Excel spreadsheet. You can map the columns on the fly. If you export the details on any existing quote and use those column headings as a template then the import upload will map automatically. If your existing Excel worksheet has extra header rows at the top, you might create an Excel macro to copy just the relevant info to a separate tab or workbook for import.
I have written VBA code to make API calls from Excel. It's possible but awkward. I would recommend exploring other options first before you go down that road.
Laura
Translate
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