{"id":140,"date":"2022-05-02T10:50:32","date_gmt":"2022-05-02T10:50:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=140"},"modified":"2024-12-03T05:01:53","modified_gmt":"2024-12-03T05:01:53","slug":"acumatica-using-import-scenarios-to-import-data-from-excel","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/05\/02\/acumatica-using-import-scenarios-to-import-data-from-excel\/","title":{"rendered":"Acumatica \u2013 Using Import Scenarios to Import data from Excel"},"content":{"rendered":"\n<p>Acumatica provides an inbuilt functionality to import data from external sources. We come across many situations where we need to import data into Acumatica from external file and this feature comes in handy. Acumatica supports multiple file types for importing data.<\/p>\n\n\n\n<p>Importing data into Acumatica is a 3-step process and we will be demonstrating each step in this blog. We will be importing an Excel workbook into Acumatica.<\/p>\n\n\n\n<p><strong><u>Step 1 \u2013 Data Provider:<\/u><\/strong><\/p>\n\n\n\n<p>Acumatica Data provider includes following popular and commonly used data provider types.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Excel<\/li>\n\n\n\n<li>SQL<\/li>\n\n\n\n<li>CSV.<\/li>\n<\/ul>\n\n\n\n<p>Open Data Providers Screen (SM206015) and click on Plus (+) button to create a new record.<\/p>\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"DataProvider1\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider1.png\" alt=\"DataProvider1\" width=\"938\" height=\"405\" \/><\/a><\/center>\n<ul>\n<li><strong>Name<\/strong>: The unique name that helps to identify the provider. Selector can be used to select the existing provider.<\/li>\n<li><strong>Provider Type<\/strong>: As discussed above, there are various data provider types available for selection and we will be using Excel Provider Type.<\/li>\n<li><strong>Parameters<\/strong>: Under Parameter tab, select the workbook to be used.<br \/>Add the excel workbook file by clicking on Files option located in top-right corner. Browse the file and click on Upload. Once the file is uploaded, close the popup window.<\/li>\n<\/ul>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"DataProvider2\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider2.png\" alt=\"DataProvider2\" width=\"946\" height=\"454\" \/><\/a><\/center>\n<p>The selected file will appear in data provider screen under Parameters tab.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider3.png\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"DataProvider3\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider3.png\" alt=\"DataProvider3\" width=\"948\" height=\"455\" \/><\/a><\/p>\n<ul>\n<li><strong>Schema<\/strong>: Under Schema tab, select the sheet and the columns to be used.<\/li>\n<\/ul>\n<p>Once the file is uploaded, we have to select Schema for the provider. Select the worksheet (i.e., Template) from the left panel (in case of multiple worksheets) and click on Fill Schema Objects and then select Fill schema Fields. Make the fields Active that needs to be used for import process.<br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider4.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"DataProvider4\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/DataProvider4.png\" alt=\"DataProvider4\" width=\"944\" height=\"453\" \/><\/a><\/p>\n<p><strong><u>Step 2 \u2013 Import Scenarios <\/u><\/strong><\/p>\n<p>Import Scenarios Screen is used to specify the mapping of fields selected in Data Provider and the Target object where the data is to be imported. We can copy the existing one and make modifications in the same or create an entirely new scenario.<\/p>\n<p>Open Import Scenarios Screen (SM206025) and click on plus (+) button to create a new record<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportScenario1\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario1.png\" alt=\"ImportScenario1\" width=\"952\" height=\"449\" \/><\/a><\/center>\n<ul>\n<li><strong>Name<\/strong>: The unique name that helps to identify the import scenario. Selector can be used to select the existing scenario.<\/li>\n<li><strong>Screen Name<\/strong>: Specify or select the screen to import data.<\/li>\n<li><strong>Data Provider<\/strong>: Select the Data Provider created in Step 1 that will be used for the import operation.<\/li>\n<\/ul>\n<p>The importable file is available in<strong> Files<\/strong> option located in top-right corner. You can upload the new updated file if required.<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportScenario2\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario2.png\" alt=\"ImportScenario2\" width=\"947\" height=\"447\" \/><\/a><\/center>\n<p>In details section, specify the mapping of the columns from the Excel spreadsheet to the fields on the screen for the data to be imported, and Save the changes.<a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportScenario3\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportScenario3.png\" alt=\"ImportScenario3\" width=\"944\" height=\"446\" \/><\/a><\/p>\n<p><strong><u>Step 3 \u2013 Import by Scenario<br \/><\/u><\/strong>Open Import Scenarios Screen (SM206036) and click on Plus (+) button to create a new record. Create a new \u201cImport by Scenario\u201d or use the existing one to import the data into <a href=\"https:\/\/www.greytrix.com\/acumatica-cloud-erp\/\">Acumatica<\/a>. If the file has any updates, upload the new file to import.<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportByScenario1\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario1.png\" alt=\"ImportByScenario1\" width=\"946\" height=\"450\" \/><\/a><\/center>\n<p>Click Prepare button to read the excel file data into the Prepared Data grid. Once the data is successfully prepared, <strong>Status<\/strong> changes to <strong>Prepared.<\/strong><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportByScenario2\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario2.png\" alt=\"ImportByScenario2\" width=\"946\" height=\"451\" \/><\/a><\/p>\n<p>Review the rows and select\/unselect the Active checkbox to include it for import processing. Also, if any row is already processed, then select the Processed checkbox to ignore it from importing.<\/p>\n<p>Once the data is ready, click Import button.<br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ImportByScenario3\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ImportByScenario3.png\" alt=\"ImportByScenario3\" width=\"944\" height=\"447\" \/><\/a><\/p>\n<p>On performing Import operation, <strong>Status<\/strong> changes to <strong>Processed<\/strong>, and the checkbox in processed column is selected if the row data has been successfully imported. In case of error, the operation will halt, and user can make the changes and re-import the remaining records.<\/p>\n<p>The 2-step process can be combined by clicking \u201cPrepare and Import\u201d button.\u00a0<\/p>\n<p>Sample import file used to demonstrate the blog is show below:<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ExcelFileOutput.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"ExcelFileOutput\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/ExcelFileOutput.png\" alt=\"ExcelFileOutput\" width=\"1366\" height=\"493\" \/><\/a><\/center>\n<p>Hence, user can create multiple scenarios to import various file templates, by following the above-mentioned steps and avoid customization.<\/p>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>Acumatica provides an inbuilt functionality to import data from external sources. We come across many situations where we need to import data into Acumatica from external file and this feature comes in handy. Acumatica supports multiple file types for importing data. Importing data into Acumatica is a 3-step process and we will be demonstrating each\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/05\/02\/acumatica-using-import-scenarios-to-import-data-from-excel\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,3,14],"tags":[4,16,52,54,53],"class_list":["post-140","post","type-post","status-publish","format-standard","hentry","category-acumatica-customization","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-erp","tag-acumatica-using-import-scenarios-to-import-data-from-excel","tag-data-provider","tag-import-scenario"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Acumatica: Import Data from Excel with Import Scenarios<\/title>\n<meta name=\"description\" content=\"Learn how to efficiently import data into Acumatica using import scenarios from Excel. 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