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Issue with Import Scenario for creating external users (linked to a contact)


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I am trying to build an import scenario that creates external user accounts for all of our active accounts.

My desired outcome is below.  The users email address is the login name and the user record is linked to the contact record.
 

When we use this in our external system, this is how we determine the customer that this user is associated to.

 

I made this scenario but I can’t get it to work. I am unable to get it to link to the contact linked entity.  The mapping I am using is correct (ie: the string value for the display name matches the value in the linked entity box if I do it manually.

 

Here is the design of my scenario:

 

Here is the error I get when trying to processes this.

 

 

My assumption is I am mapping to the User Type and/or linked entity incorrectly. I am not all that familiar with import scenarios so I am hoping this is simple and obvious. 

 

Any help would be appreciated! Thank you :)

 

Eric

Best answer by meganfriesen37

We were able to get it to work in 23R1 using the following import scenario:
 

The user first/last names and email address came from the contact.  The “Dialog Answer” line is for the popup.

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5 replies

bcameron
Jr Varsity III
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  • Jr Varsity III
  • 22 replies
  • June 26, 2024

Hey @eelliston,

My best import scenario tip is to try and enter the data on the form and see if you get the same error. In this case, whenever I select the “Unrestricted External User” type, I get that message.

You’ll need to put a line in the import scenario (after that User Type line) that clicks that “yes” button on the dialog box automatically: Pop-Up Dialog Boxes in Import Scenarios (acumatica.com)

 

 


meganfriesen37
Captain II
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We were able to get it to work in 23R1 using the following import scenario:
 

The user first/last names and email address came from the contact.  The “Dialog Answer” line is for the popup.


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  • Author
  • Jr Varsity II
  • 16 replies
  • June 26, 2024

Thanks @meganfriesen37  - can you tell me what value you had in the “UserType > User Type” Mapping?

I have “Unrestricted External User”.

 

Thanks again!


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  • Author
  • Jr Varsity II
  • 16 replies
  • June 26, 2024

Actually @meganfriesen37  - your details fixed it for me. It was the Dialog that was tripping me up. 

All is good now!

 

Thank you,

 

Eric


meganfriesen37
Captain II
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It was a tricky one.  We fought with this for a while when we started using the portal and had lots of users to create :)


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