I’ve been asked to bring in some historical/static data from a legacy system for a new Acumatica customer. Going to be using it for reference only via GIs I figure if needed. Some of it is quite detailed, many fields, etc. I was going to create and load new Acumatica tables to hold the data and then I realized to use the import scenarios I need a screen name. For my purposes, I don’t' need a screen necessarily. Is there anyway in Acumatica to load data directly into a table from a file, the files at the moment are given to me as tab delimited text files, without having a screen in Acumatica? I’m not a SQL expert, but I’m presuming the tables could be loaded directly via SQL commands, but wondering if I’m missing something..
I’m trying to import a note into the activities tab on the customer screen. We had first visited this a while ago and support did provide an import scenario that did work for this. The issue I’m having at the moment is that if the note is multiple lines, it is separate rows in my source excel file, and I’m having an issue getting the multiple lines together into one note. When I run the scenario, the note is created, but the note body is just the last note line. I tried using the same function that I had used when importing regular customer notes =Concat([BAccount.NoteText], CStr('\r\n'), [COMMENTS]), which does work in appending a row to the existing note, putting a CR/LF in between to put the note at the beginning of the next line, but everything I have tried using that method, doesn’t give me the required results here in the activity note body. I can provide a bit more detail if needed, but just wondering if anyone has done this type of import into the activities, creating a no
Hi, I’ve recently had the need to set an existing contact within an import scenario. For the mailing recipient for a form on a customer and also the contact on a Service Order. I thought I had accomplished this before using the assigned contact ID field from the contact table in the import scenario (not the actual contact name) but in both these cases, I keep getting a contact not found message in my import scenario when using the corresponding contact ID. Any ideas on what I’m missing? Is the contact ID still the correct value to use? Thanks,
Have a customer who is asking about the role of the login user used in the Device Hub configuration site screen. I’ve looked around a bit but can’t seem to find anything that spells out any requirements, etc. for this login user. The customer would like to create a unique user to enter here, but are there any requirements for the user used in this screen? Security roles, etc. thanks.
First time using the InStr function. I’m simply using it within an import scenario field expression to set a checkbox field to true or false based on whether a specific character is contained within a data field in my excel spreadsheet being used as the data provider. Seemed pretty simple, but it’s not acting at all like I’m expecting. I’m pasting an sample of what I’m doing, I’ve been trying many different gyrations but nothing seems to be working like I would expect. The second line is just hardcoded where it should return 0 since 2 is not in the string 1345, and then should set to checkbox to false, but it always checks the box when tested. Maybe it doesn’t return 0 as I’m thinking? Not sure.. Any help or suggestions would be appreciated.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.