Bid to Win and Acumatica for Construction Projects

Hello,

I don’t know of a way to import thought API, but I think you can create an import scenario and import the project. 

I have not done this but we have imported orders and products. 

 @Charanjit,

This would need to be done via the Upload feature from the project budget tabs (as an Excel/CSV) or as mentioned by @AndrewBGL via an import scenario. Happy to jump on a call if you have additional questions. 

Best,

Mike 

Hello @Charanjit,

As @mike.gillum mentioned the Upload from the project budget tab is the easiest route. The hardest part will be mapping the column headers so the .csv from  B2W by Trimble aligns to the fields in ACU. 

thanks for the responses. We are exactly at the hardest point you have noted: Mapping the column headers so the .csv from  B2W by Trimble aligns to the fields in ACU. The B2W CSV is showing fields in columns which ACU wants to see in rows. We do not want to manually step in after the export of the .csv from B2W for import to ACU. Unfortunately, B2W/Trimble support is not very forthcoming either and both teams pretend like this is the first time anyone is solving this. Therefore, trying to see how anyone in the community using B2W and ACU has already resolved the problem and if the only solution is to ask B2W to create a custom .csv report that fits into ACU criteria?

The joy of being stuck in the middle of two software customer service teams. If you send the header of the template file from ACU and the headers of the export from B2W the community could help.

You could probably create a template spread sheet and then use Vlookup in excel to map the data and populate a template file. That way you would just need to copy and paste the new export of data into the template and the sheet would fill in. Then save the sheet and upload. 

@Charanjit ,

Did you find a solution to your import issue?

We having provided the Acumatica import template to B2W and meeting with the B2W integration tech this week. Seems like we will have to pay B2W for this work although I expected half the industry being on B2W would have already solved the problem.,

Thanks for checking and your guidance earlier

Charanjit,

How is your data stored for B2W, on-prem, or in the cloud? If you have direct access to the database, you could create a power query to use in your ETL, formatting it exactly as needed. If your data is in the cloud, you could use a Python utility to do the transformation in a similar fashion. Another potential option if you are not opposed to a multi-screen import is to have an SSRS report created that formats as desired from your source data which can be your upload templates. 

-Alec

Hi Alec, thanks for the guidance and the options. We do have B2W on a local server (no cloud). we may have to explore if we can create the power query. Meeting with the B2W and Acumatica integration specialists today to see the next step. Good to be aware of all these options.

Overall for the community , I am surprised and I expected that there would be a solution that another B2W/Acumatica user came up with which can be replicated without much creative thinking. Seems like custom integration solution for everyone.

Hi @Charanjit were you able to find a solution? Thank you!

We recently worked with a customer’s existing excel export from B2W and created import scenarios to add tasks, revenue budget, and cost budget. It might take some minor modifications on the customer’s side to incorporate their account group in a way that you can build the import logic on. Will also likely need to have your export subtotal and build import to recognize subtotal lines only. We did this without needing to involve B2W but did take some design effort with the client.