Solved

Import Templates for Customers and customer equipment

  • 18 April 2024
  • 2 replies
  • 33 views
B
Rank

Is there any generic import templates for a customer list? Where am I able to find them if so? 

Also looking for a generic template for equipment list import scenario. 

TIA. 

icon

Best answer by Laura02 18 April 2024, 14:30

View original

2 replies

B
Rank

Thank you! Target equipment is what I was looking for. 

Laura02
Rank
Badge +18

Hello @blegarda ,

Import templates can be found attached to Import Scenarios in Integration → Import Scenarios screen:

Into what module, screen are you importing equipment? Acumatica offers several equipment screens; it will help us to know which one you need. Below I’ve posted a link to a previous post, answered by Naveen, where Kandy has posted an import scenario for  Equipment.  I hope this helps you.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ AUG Forums Episode130 ~

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved