Sample Acumatica Import Scenario (Customers)

Click here for a listing of other Sample Acumatica Import Scenarios

Screen: FINANCE -> Accounts Receivable -> Work Area -> MANAGE -> Customers (AR303000)

Fields Imported

1. Customer ID
2. Customer Name
3. General Info -> FINANCIAL SETTINGS -> Customer Class
4. General Info -> MAIN CONTACT -> Company Name
5. General Info -> MAIN CONTACT -> Attention
6. General Info -> MAIN CONTACT -> Email
7. General Info -> MAIN CONTACT -> Web
8. General Info -> MAIN CONTACT -> Phone 1
9. General Info -> MAIN CONTACT -> Phone 2
10. General Info -> MAIN CONTACT -> Fax
11. General Info -> MAIN CONTACT -> Account Ref. #
12. General Info -> MAIN ADDRESS -> Address Line 1
13. General Info -> MAIN ADDRESS -> Address Line 2
14. General Info -> MAIN ADDRESS -> City
15. General Info -> MAIN ADDRESS -> Country
16. General Info -> MAIN ADDRESS -> State
17. General Info -> MAIN ADDRESS -> Postal Code
18. Billing Settings -> PARENT INFO -> Parent Account
19. GL Accounts -> AR Account
20. GL Accounts -> AR Sub
21. GL Accounts -> Sales Account
22. GL Accounts -> Sales Sub
23. GL Accounts -> Cash Discount Account
24. GL Accounts -> Cash Discount Sub

Files

• Customers Data Provider.xlsx (contains one row of sample data from the SalesDemo company)
• 0 Customers Data Provider.xml
• 0 Customers Import Scenario.xml

Installation Instructions

1. On the SYSTEM -> Integration -> MANAGE -> Data Providers (SM206015) screen,
   import the 0 Customers Data Provider.xml file
   using the Import from XML option on the paperclip icon pictured below
2. The Schema tab should now look like this
3. Upload the Customers Data Provider.xlsx file using the FILES, BROWSE and UPLOAD buttons in the upper right-hand corner of the screen
4. On the SYSTEM -> Integration -> MANAGE -> Import Scenarios (SM206025) screen,
   import the 0 Customers Import Scenario.xml file
   using the Import from XML option on the paperclip icon pictured below
5. Your screen should now look like the screenshot on the top of this post
6. On the SYSTEM -> Integration -> PROCESS -> Import by Scenario (SM206036) screen,
   select 0 Customers Import Scenario and click the PREPARE button
7. Acumatica will bring the data from the Excel file into the grid on the Prepared Data tab. You know it’s finished when you get the green checkmark on the top of the screen.
8. From this point forward, Acumatica will be using the data in the grid on the Prepared Data tab to do the import. It doesn’t go back and “talk” to Excel. So, you can change the data in the grid if you want and this will be the data that gets used for the import.
9. Now we need to actually do the import. Before you do this, I recommend taking a Snapshot backup of Acumatica so you’ll have something to roll back to if you don’t like the results.
10. Also, note that only the records that have Active checked and Processed unchecked will be imported. The other ones will be ignored by the import.
11. To import, click the IMPORT button
12. When it’s finished, you’ll get a green checkmark on the top of the screen if there were no errors and the Processed column will be checked for all records that imported successfully.
13. If you get a red checkmark on the top of the screen, it means that you got an error on one of the records. Just look for the record that has a message in the Error column. You can hover over the message to see the full error message.

Note: If you have any issues with using this sample import scenario, please leave a comment below.