ConsentDate has been expirated in Acumatica

Today I will tell you how to fix the import error for CROpportunity "No consent date has been specified".

In order to import CROpportunity you need to create DataProvider and ImportScenario

Data Provider (SM206015)

Import Scenario (SM206025)

Now you have to go to the Import by Scenario (SM206036) screen and do the Import data.

After the successful import, you can see that a new Opportunity was created, but the Contact and Owner fields were not filled in.

This can easily be corrected by making changes to the Import scenario for

  • «Contact» - «ContactID!DisplayName»
  • «Owner» - «OwnerID!DisplayName»

Let's repeat the import on the page Import by Scenario (SM206036)

Import result as an example of one of the records

Good luck with your imports!

 

Good luck with your imports.

 

 

 

 

Export from Acumatica to Excel via export scenario

Hi everybody,

today I want to leave a note on how to export from Acumatica to Excel.

To export data to excel, you need to go to the "Data Providers" page, screen SM206015,

then create a provider, fill in such fields as Name, Provider Type (in the case of Excel, select PX.DataSync.ExcelSYProvider), after which you need to add a file for export (where we we will display the data), and add it to Files,

then go to the SCHEMA tab, and fill in the correspondence of the fields into which we will export the data, 

we can click on the FILL SCHEMA OBJECTS / FILL SCHEMA FIELDS button in order to load ready-made fields with the previously loaded tables, or write your own, pay attention, the Active checkbox must be pressed.

After all this, don't forget to save your data.

 

 

Then we go to the "Export Scenarios" page, screen SM207025,