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 Excel Provider. After that go to Files in the top right corner and upload your Customers.xlsx file to the system:

After you have done, the screen has to be like this:

Go to SCHEMA part and make the following actions as you can see on the image:

On the form toolbar, click Save. See the screenshot of the created scenario.

  1. Menu-> Integration-> Import Scenarios

Fill this stage as shown on the image or with needed fields for you:

To fill Screen Name with the right choice will help this image:

 And click Save icon in the top left corner.

After this step we need to make the last one – to make an import by created already scenario:

  1. Menu-> Integration-> Import by Scenario

Go to DETAILS part and fill SITE MAP zone as shown below:

In the Name field choose Import New Customers and press PREPARE button on the top. It have to be close to this image: