ACUMATICA

Acumatica Data Import/Export Guide

April 25, 2024 • 18 min read

Introduction

Acumatica provides powerful data import and export capabilities for migrating data, integrating with external systems, and generating reports. This guide covers the tools and techniques for efficient data handling.

Import Tools

Data Import

// Import (SM206010)
// 1. Select import scenario
// 2. Upload file (CSV, Excel)
// 3. Map fields
// 4. Preview data
// 5. Validate
// 6. Import

Import Scenarios

// Available Scenarios:
// - Customers
// - Vendors
// - Inventory Items
// - GL Accounts
// - Sales Orders
// - Purchase Orders
// - Employees

Export Tools

Data Export

// Export (SM207010)
// 1. Select export template
// 2. Define parameters
// 3. Select output format
// 4. Generate export

Export Formats

// Supported Formats:
// - CSV
// - Excel (XLSX)
// - XML
// - JSON

Data Mapping

Field Mapping

// Mapping Process:
// 1. Source column
// 2. Target field
// 3. Data type
// 4. Default value
// 5. Validation rules
// 6. Transformation

Transformations

// Data Transformations:
// - Date format
// - Uppercase/Lowercase
// - Trim whitespace
// - Lookup values
// - Calculations

Import Automation

Scheduled Imports

// Automate Import:
// 1. Create import scenario
// 2. Schedule in Automation
// 3. Configure file location
// 4. Set notifications
// 5. Monitor results

API Integration

// REST API Import:
// 1. Get data from external system
// 2. Transform to Acumatica format
// 3. POST to Acumatica API
// 4. Handle response/errors

Best Practices

  • Test first - Always test imports in sandbox first
  • Back up data - Backup before mass imports
  • Validate data - Check data quality before import
  • Log results - Track import success and failures
  • Incremental imports - Use delta imports when possible
  • Document mappings - Keep documentation of import scenarios

Summary

Acumatica data import/export tools enable efficient data migration and integration. Proper planning and testing ensure successful data operations.

For more Acumatica guides, check out Acumatica Data Warehouse and Acumatica REST API.