Contents tagged with Export

  • Export data from Acumatica

    Hello everybody,

    I want to describe how to export data from Acumatica. 

    To export data (Customers for instance) to .xlsx format output we need to make 3 actions:

    Create a Data Provider

    Create an Export Scenario

    Make an Export by Scenario

    1. First of all, before we will start do all those steps, we need to create .xlsx file with such fields at least on the first row as a heading row:

    After that when we’ve created Customers.xlsx file, click on the menu button and choose Integration tab.

    Afterwards on the Profiles subheading click Data Providers:

    In the *Name field type the name of the future Data Provider to Excel format (Import/Export Customers to Excel) and in … more