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Import Scenario - Check if Contact Exist and if Not Create New Contact

  • November 21, 2024
  • 1 reply
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ainscorpwill

Hi,

I am working on an import scenario which takes an exported Shopify order Excel file and bulk create Sales Orders with all line items.

In the screenshot below, I have a step which uses the ‘Email’ from the Excel file and input it into the ‘Related Contact’ field.  If the contact with that email already exist in the system, then it will populated the contact in the field within Sales Order.  

However, if the contact does not exist, then it gives me error for the lines that cannot find an associated contact.

Question:  Is it possible within the Import Scenario, if the Contact does not exist, it then creates one for me with all the required details (Name, address, email, business account...etc)?
 



Many thanks!
Will

Best answer by Nilkanth Dipak

Hi ​@ainscorpwill,

I believe you will need two import scenarios for the requirement mentioned above:

  1. First Import Scenario: This will handle creating contacts if they do not already exist. You should pass the required fields to create the contact.

  2. Second Import Scenario: This will handle creating sales orders in bulk.


Hope, it helps!

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Nilkanth Dipak
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  • Nilkanth Dipak
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  • November 21, 2024

Hi ​@ainscorpwill,

I believe you will need two import scenarios for the requirement mentioned above:

  1. First Import Scenario: This will handle creating contacts if they do not already exist. You should pass the required fields to create the contact.

  2. Second Import Scenario: This will handle creating sales orders in bulk.


Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Chris Hackett
ainscorpwill
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