Ideas for Acumatica

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Template for “File Upload”

When trying to upload an excel file, there are many time when I am uploading a file on a weekly basis (purchase order, sales order, etc).  Currently I have to map the columns in Excel to the correct Acumatica columns everytime I upload the vendor/customer file.  It would be very helpful for me to have a saved template that I can pick at the time of upload so I do not have to map it everytime I upload.

  • Soyab Malani
  • Jan 28 2019
  • Attach files
  • Mihai Carstea commented
    16 Jul 06:17

    The columns are automatically mapped If you have in Excel the same description for columns as the fields from Acumatica.