Question

Update Contact Owner using Import Scenario - No source field mapping is specified

  • 6 May 2023
  • 5 replies
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Where am I going wrong ?

Attached is my simple 2 field Import Scenario: ContactID and OwnerID (ie. EmployeeID). 

Process used: 

Data Providers → Import Contacts from Excel

  1. Attach Input File (attached)
  2. Reload Parameters
  3. Schema
    1. Fill Schema Objects
    2. Activate
    3. Fill Schema Fields
    4. Toggle Acitvation (To Clear All)
    5. Manually set ContactID and OwnerID (Only) 

    6.  

Import Scenario → Import Contacts from Excel

  1. I get this error

Any help would be greatly appreciated.

Thank you

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Rock N Roll

5 replies

manikantad18
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Hi @DonGreen 

Have you refreshed the file in the Import scenario screen?

 

Acumatica Functional Consultant
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Yes the file has been refreshed. I have been successful creating New Leads using Data Provider / Import Scenario process outlined above with ALL field data provided in my import file. This is the first time attempting to use Contacts and Business Accounts as well using existing respective ContactID / Business ID and OwnerID (only) in my input file attached. Seems to me the Data itself is not relevent with this problem, but I am unsure why my working New Lead process in Data Provider / Import Scenario does not work when attempting this Contact / Business Account updates as it relates to my File / Data / Process…..

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manikantad18
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Can you share the Import scenario file and Excel provider here pls

Thanks

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PARAMETERS and SCHEMA

 

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Chris Hackett
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Hi @DonGreen were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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