Here is a list of links to Sample Acumatica Import Scenarios.
The Import Scenarios in Acumatica are very flexible, but the learning curve can be a little steep. So, I decided to use this post as a dumping ground for sample import scenarios. I’ll continue to update this page with new samples as I have time.
Note: These are not intended to be all-inclusive, just ideas to get you started. Also, I make no guarantees, warranties, or manatees (just kidding on the manatees) that these will actually work in your specific Acumatica environment. Try at your own risk.
The List:
Hi Tim,
I followed your Access Rights by Screen import scenarios as a basis for creating an import scenarios for Access Rights by Role. The import scenarios processes completely, however, no rights have been changed. (Save is included in import scenarios)
Do you by any chance have an import scenarios that works/worked for Access Rights by Role? Or any pointers to help me?
Hi Francis,
Can you include a screenshot of your Import Scenario and a screenshot of the Excel file you are using? I’ll see if I can spot anything.
You can post the screenshots on the Access Rights post with the other comments. You can upload them to https://imgur.com/ and then post the link in the comments.
Hi Tim do you have a sample mapping on tax in import scenario?
Hi Anne,
Sorry, but I don’t have one right now. I’ve been focusing my efforts on launching ARC.
You might try opening a support case with Acumatica. They have a lot of sample import scenarios lying around.
Do you have an example of an import scenario that updates the values in one field of existing master records?
How do you designate to update vs import?
Hi Jim,
Import Scenarios basically behave like macros on a screen.
So, whatever sequence you would do manually on the screen is the same sequence that you would put things in an Import Scenario.
If you want to update a field on Vendors, for example, just feed the Vendor ID to the screen, then feed the field that you want to change with the new value, then have the Import Scenario click the Save button.
There is no need to designate update vs. import. It will behave just as if you manually typed the data into the screen in the order listed on the Import Scenario.