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Hello,
I really appreciate the knowledge and expertise that is available on this forum. I have been lurking a little to increase my understanding of Acumatica now that my company has switched to using it.
My current task is to import a large amount of stock items to our database. First I am attempting it with 10 items. Our Acumatica is connected to Magento 2 so we have a few extra fields when importing stock items. Maybe this is partially causing my issue. I have watched several videos and read through various articles but I am having difficulty adding these items to our stock items list. When I do the steps exactly as stated, I don't get the outcome I expect. I did an import scenario (or import by scenario?), prepared it, and then tried a few different things before I was able to get it processed. But even though the 10 products are shown as prepared & processed, they do not appear in the Stock Items section with my other items.
Here is what I have tried
1. Find out format needed for import: Stock Items > Export to Excel > Copy the header
2. Clean data: Clean up the data of my 10 products to line up with the columns
3. Import: Import by Scenario > Add new record > Upload file > Fill in needed boxes > Prepare & Import
I'm not even sure if this is the right sequence of actions I need to be taking.
You need to build an import scenario for Stock Items. First create a data provider and configure your import file format, then build the import scenario and assign your fields accordingly.
Are you running your own Import Scenario or did you find one in the system?
I built all of our conversion Import Scenarios and had no problems importing all of our stock and non-stock items.
You need to build an import scenario for Stock Items. First create a data provider and configure your import file format, then build the import scenario and assign your fields accordingly.
Are you running your own Import Scenario or did you find one in the system?
I built all of our conversion Import Scenarios and had no problems importing all of our stock and non-stock items.
I found the Import Scenario in the system, called Import Stock Items.
Here is the guide I used: https://help-2019r1.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=7c048700-ca24-4c0c-b41d-d894bcd0eb03
I suspect my issue is at step 3. I don't know how to configure mapping. I had difficulty understanding the guide for mapping. My understanding is that I need one row per column that I would like to import, e.g. Inventory Item, Description, Type would result in 3 columns.
We have been able to successfully import other products to Acumatica, but we are no longer in contact with the associate who set it up. So I know it is possible, I am just having a hard time figuring it out.
Any resources or insight you may have is greatly appreciated.
Sorry no resources that will make this process any easier. I built multiple Import Scenarios for all our data imports for our cut-over to Acumatica. You just need to look at the page for the thing you are trying to import and decide which fields you want to populate. Then workout the field names by holding down Ctrl + Alt and clicking it. Note that the Target Object in Import Scenario doesn't match the Data Access Class (DAC) - you need to use a bit of guess work and common sense here.
Example: Inventory ID has DAC InventoryItem but in the Import Scenario mapping, this field is found under Target Object Stock Item Summary. Units of Measure are buried under General Settings -> Unit of Measure -> Base Unit.
You can create a Stock Item manually and then take note of all the fields you assigned. Your goal then is to do the same thing in the Import Scenario (find the fields and map them to you data provider).
Start off with the basics and add more stuff once you know it's working. Eg. Inventory ID & Description are the minimum you need to save a record. Maybe Item Class as well, but that should default (assuming you have a default setup).
This might help you get started - it's the Import Scenario I built for our Stock Item import.
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