Contents tagged with import

  • 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