Contents tagged with Data Provider

  • Import data in Acumatica

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

    Create Data Provider

    Create an Import Scenario

    Make an Import by Scenario

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

    After that when we’ve checked 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/from Excel format (Import/Export Customers to Excel) and in the next field  - * Provider Type: choose … more

  • 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