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Import and Export Scenarios

Discussions Import and Export Scenatios

  • 894 Topics
  • 3,719 Replies
894 Topics
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Import and Export Scenarios
Issue with import Quick Process button to create and confirm shipment

Dear All, I want to create a business event where, if the Sales Order (SO) type is "SO" and the status is "Open," the system will automatically quick process to create and confirm the shipment. I have created an import scenario, but it is not working even though the business event history shows success. Could you please point out where I might have gone wrong?

143
dcomerford
Captain II
L
Freshman I
lorneweinsteinFreshman I
asked in Import and Export Scenarios
Import Scenario Payments & Applications

Hi Guys, I have not built an import scenario before. I need to create a scenario for importing credit card payments into our system so that we dont have to have someone key in all of the credit card payments manually. Can someone suggest where I might find good information on how to create an import scenario from scratch to accomplish this as the canned one seems to have fields in it that do not exist, so I need to modify it or create a new one. As always, your thoughts would be greatly appreciated.

30
L
Freshman I
B
Freshman I
BarbaraPFreshman I
asked in Import and Export Scenarios
Import scenario for Purchase Receipts - excluding Lot tracking

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please? Many thanks.

33718
L
Freshman I
L
Freshman I
lunarchickadeeFreshman I
asked in Import and Export Scenarios
Purchase Receipt Creation skips every other line with Import Scenario

Hi everyone! I'm in a bit of a pickle. Goal: Take a list from a vendor of all the Drop Shipped items, make the receipts for them automatically with and Import Scenario, and then go on to the next project. Here's the rub though. Every time I run it, it will run the first line selected, but then skip the 2nd, run the 3rd, not the 4th. Etc. There's some variability if there's multiple lines, but most of ours are single ones. The error I get is: Field: Order Nbr., Value: 001325, Error: 'Order Nbr.' cannot be found in the system. The data is all coming out perfectly on the ones that do run, but I can't figure out why it's skipping like that. It claims it cant see the Order Number, but that feels like a bit of a red herring since the type and order numbers above the ones that don't run is in exactly the same format.

388
L
Freshman I
P
Freshman I
pbalakiFreshman I
asked in Import and Export Scenarios
How to Import Text Attributes into Existing Items

Hi Guys I'm looking for guidance on how to import Control Type Text Attributes into existing items in Acumatica. What steps or mappings are required to successfully import and associate Control Type Text Attributes with the items? Any advice or resources would be greatly appreciated! When i Import by Import Scenario i get this message: Error: '...' Value of the 'TEXT' Attribute is not among it's possible values same Error goes for ID The Attribute ID and Text are also stored in the item classes that are assigned to the items. I can manually fill in the TEXT and ID, but I would prefer to import them

447
S
Semi-Pro III
Fred Reiter
Freshman I
Fred ReiterFreshman I
asked in Import and Export Scenarios
Import Scenario to Create Shipment and Add Sales Order

Create Shipment import scenario was working in 23R1 but gets an error in 24R1. The error message is “Another process has added the 'SOShipmentCarrierData' record. Your changes will be lost.” The Add Order function works in the UI but I have tried everything to get an import scenario to work to no avail. Here is what my current scenario looks like: Any Ideas would be appreciated.

101
Naveen Boga
Captain II
H
Freshman I
hoawFreshman I
asked in Import and Export Scenarios
User Role Import Scenario drops roles

Hello! I found a few posting but they’re 1+ year old posting and wondered if anyone has experience this issue recently. In my scenario, I have 3 active directory users with different number of roles. I used the “Import Users w Role” scenario to import their roles. What happens is the first user will have all the roles imported, the 2nd user have some imported and the 3rd user have nothing imported. Below is my screen shots: Roles are imported successfully. The first user has all the roles imported but only some of the 2nd user and none for the 3 user.

6612
H
Freshman I
H
Semi-Pro II
HarrySemi-Pro II
asked in Import and Export Scenarios
Data Provider to CSV export scenario not loading the fields

Hello all, I have been trying to create an export scenario of CSV file but it is not filling in the schema fields if I only define the column names. But if i enter any data under the column names then acumatica displays me the schema fields. Since this is an export scenario, we cant fill in dummy data under those columns. Attaching the xml of data provider.

131
bwhite49
Pro III
J
jsalmont
asked in Import and Export Scenarios
Mass deleting records

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products. How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

16845
T
Varsity I
M
Freshman II
MatthewMyersDRFreshman II
asked in Import and Export Scenarios
Update multiple matching rows with an Import Scenario

We are trying to run an import scenario to update all rows in Forecast that match our criteria. We have the following XLS data provider. And this import scenario: There are multiple records for each inventory ID as well as each warehouse, that differ by the begin/end date. We want to update all records that match the inventoryid and warehouse specified in the data provider but the import scenario only updates the first match and moves on to the next record. How do I configure the IS to match all records instead of just the first match? Thank you in advance. Matthew

352
darylbowman
Captain II
G
Freshman I
garcimig09Freshman I
asked in Import and Export Scenarios
Is there a way to have postal code not be validated when uploading customer information since i keep getting errors for my foreign customers list?

I’m trying to upload my customer information list and I keep getting an error in my import by scenario. I just want a way where Acumatica doesn’t pay attention to the way the postal code is written and have it upload the format that I have it as. This is just one example but I have many other countries as well

2826
P
Jr Varsity II
P
Jr Varsity II
PatrickBaconJr Varsity II
asked in Import and Export Scenarios
Import Scenario for Canadian Customer Fails with Postal Code Error

Hi Acumatica Community, With my customer master import scenario, my Canadian customer imports are failing as follows: Error: Field: Postal Code, Value: K1M 2C9, Error: The entered code doesn't match the required expression. My American customer imports work fine. On the countries screen, CS204000, I have this input mask and regular expression for the Canadians: -------------------------------------------------------mask: >L#L #L# Regular Expression: ^[A-Z]\d[A-Z]\s?\d[A-Z]\d$ Here is the help entry for Canadian Mask and regex: Here is the help wiki for Masks, To Configure an Input Mask and a Display Mask for a Field ------------------------------------------------------- FWIW, https://regex101.com/ tells me I have a match:

222
P
Jr Varsity II
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Import and Export Scenarios
Import Scenario - Sort Data before processing

Hi Everyone, I have a source dataset (shown below) for creating SO Invoices. I’ve set up an import scenario that is working fine, but it is generating three invoices instead of the expected two. Based on the data, I expected only two invoices because the Reference Nbr is the same for the 1st and 3rd lines. Has anyone encountered this issue before? How can I modify the import scenario to ensure only two invoices are created in this case? Additionally, I noticed that Acumatica has removed the sorting option for grids in Import Scenarios. Has anyone found a workaround for this? Thanks in advance for your help!

364
lauraj46
Captain II
H
Freshman II
hartjFreshman II
asked in Import and Export Scenarios
Is it possible to import/update an attributes values via a Import Scenario

I’ve found 35 topics tagged with ‘Import and Export Scenarios’ that have the word attribute in them, but haven’t found one that lets you import an actual attribute, not a attribute value on another screen. Is this possible? This does not work for me, but I’m not sure why. The attribute’s ID is ‘LOCAL’. It is of type text. The data looks like this with fake values for demonstration: AttributeID Value ValueIDLOCAL cat 1LOCAL dog 2LOCAL mouse 3 Any help or examples would be appreciated. Thank you!

162
Manikanta Dhulipudi
Captain II
SadokHanini
Freshman II
SadokHaniniFreshman II
posted in Import and Export Scenarios
Specific Data provider

Can we develop a specific data provider type ?

114511
Vignesh Ponnusamy
Acumatica Moderator
A
Jr Varsity III
AJohnsonJr Varsity III
asked in Import and Export Scenarios
Issue with Row Set Import Scenario for the Data Source column

Hello Community, I had an import scenario created for the row set form previously that worked fine but there looks to have been updates sometime in 2024 R2 that changed the import scenarios target object fields and actions. Specifically, in regard to the data source column. It does fully import but not setting the fields inside the data source where I am attempting to update the “Account Class”. Before version that did work: New version attempt: Again, both versions import, but only the first one sets the account class appropriately. Any help would be appreciated! Attached is the one from version 2024 R2 24.206.0014 I am attempting to get to work. Thanks, Adam

303
A
Jr Varsity III
P
Freshman I
PhalbertFreshman I
asked in Import and Export Scenarios
How to change the 'Automtically Apply Amount Paid' value in the AR module.

We are new to Acumatica and am trying to find the setting for the check box for ‘Automatically Apply Amount Paid’ under the Receivables-->Payments and Applications-->Add a new payment→ Load Documents tab--the screen with a title of ‘Load Options’ will popup and in the popup is the value I am attempting to find to uncheck the box. I have looked in preferences and it is not there as well as programs which may load the ‘Load Options’ popup. Please see the attached. Any help will be appreciated. Thanks.

474
ricoybanez
Jr Varsity III
C
Semi-Pro I
chidao
asked in Import and Export Scenarios
How to export image on Stock Item Attributes

Hello everyone, I need to export all of items with the image was attached in Attributes tab. Does anyone have done it yet? Please advise me Thanks in advance

231
Manikanta Dhulipudi
Captain II
A
Varsity I
ashleybVarsity I
asked in Import and Export Scenarios
Import Scenario for Opening/Closing Periods

Hello! We currently have the “centralized period management” option enabled in our environment, however would prefer to have the option to close individually at different times of the month instead. Our problem with this is we have 55 Companies and it would be very time consuming, especially since they will all be closed by the same person. Is there a way to create an import scenario for this instead?

13810
J
Jr Varsity II
C
Jr Varsity II
chenwmJr Varsity II
asked in Import and Export Scenarios
Import by Scenario (Leads)

Hi there, System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant. Appreciate if you guys could assist on this matter. Thank you in advance. Here's the screenshots of the data provider and import scenario profile. Data Provider Import Scenario Leads screen

2197
C
Freshman I
K
Freshman I
KShepherdFreshman I
asked in Import and Export Scenarios
Create Service Orders via import scenario

I created an import scenario to create new Service Orders. It only works when I run a row individually? Does anyone know why this is happening??

325
hkabiri
Acumatica Moderator
P
Jr Varsity II
PatrickBaconJr Varsity II
asked in Import and Export Scenarios
Import Scenario throws the Error, Shipping Terms FEDEXGRND Can not Be Found in the System

Hi Acumatica People, For my Vendors import scenario, about 1/3 of my records are failing with the error, Shipping Terms FEDEXGRND Can not Be Found in the System. To make this error more intrguing, I am attaching my import scenario and my source Excel file (my data provider is really SQL, but for you all, I created this scenario). observations about this error: Shipping Terms is the value, PREPAID, and ship via is UPSGRND (not FEDEXGRND) and FEDEXGRND is the ship via, right? The trace conveys that perhaps the termid that I have is not found?? ….I am attaching my import scenario.

333
A
Jr Varsity I
E
Varsity I
Ellie
asked in Import and Export Scenarios
Conditional addition of lines in import scenario (add condition to the < Line Number > action)

In an import scenario, is it possible to add a condition on an action row, specially the <Line Number> action? Use case: In an import scenario for sales order, the data provide has a single row per sales order. Based on a value in one of the columns, sometimes we need to create 1 line item and sometimes 2 line items.The idea would be to add a condition on the second <Line Number>, something like =iif([MyVal]=1, -1,null), where the -1 adds a row, and if the condition is not met the null will ensure no rows are added.So far, I have not been successful adding any formulas in there. Not even a single Cint() formula without conditions.

150
E
Varsity I
B
Freshman II
bgrassiFreshman II
asked in Import and Export Scenarios
Template Items Import Scenario - 3rd Variant Attribute under the Item Creation Tab

I have a scenario where We are creating Template Items and then generating the Matrix Items. We have thousands of template items like this so will be creating many more thousands of matrix items. The issue I have is that we are able to, via import scenario, set the Column Attribute ID and Row Attribute ID on the Configuration Tab. These values then carry over to the Item Creation Tab. However, in the Item Class we have a 3rd Variant Attribute we want to use which we want to set the value to via import scenario and then trigger the Create Matrix Items button. Via Import Scenario how do I target and set a value to these additional Variant Attribute fields. I can’t find anyway to do it via Import Scenario when the Screen Name is set to Template Item

462
bwhite49
Pro III
M
Freshman II
mhayes1987Freshman II
asked in Import and Export Scenarios
Import Scenario - Single Invoice with Multiple Lines

Hello, I’ve looked at a couple of other posts with similar questions, but I still can’t seem to find where my problem is. I have an import scenario to create invoices. Some customers have multiple lines on the Excel sheet, but all lines need to be on a single invoice for each customer. The import scenario, however, is only grouping the line items if they appear in sequence on the Excel sheet - I do not want to have to sort the Excel sheet before importing. If line 1 is for customer 1234 and line 19 is for customer 1234, they need to be on one invoice. Here is what I currently have for the import scenario: And here is a snippet of my Excel as an example, 8216 appears here 3 times, but it is creating 2 invoices - the first with the first two instances from the Excel and the second invoice with the third line item: Thanks in advance!

425
lauraj46
Captain II

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