What to do when we need quickly and effectively import numerous data into ERP. We can use Integration Services, embedded into our product. Lets go through 5 minute process of importing.
Where we are going to import. Sales order screen in Acumatica ERP.
From where we are going to import our orders? From Excel file.
What need to be done on Acumatica to achieve it?
First we should create Data Provider and attach our file to it. In theory we can use different means of data provision. From Salesforce web site, from comma separated file, from SQL directly etc. So we should tell the system where are data coming from.
Then we should attach our file to it and indicate in the File Name value column internal or external link to it
I used internal link to the file sitting inside Acumatica DB:
Last step for provider is to fill up the schema which is done by pressing these two buttons subsequently on the Schema tab:
Next step will be to map columns inside the file and our screen. This is done inside Import Scenario screen.
I am going to show resulting screen. Basically on the left are fields from the screen and on the right are values from our import file:
Now we can run the import:
And here is the resulting Sales Order:
Well, this is good to import one single order, but what if we have multiple orders in a file?
And what if it includes the same customer in couple of orders?
Solution is very siple, lets amend column [Number] in our source file or simply amend data, prepared for the import to split 5 lines into 3 different Sales Orders.
Here is what I changed in a data representation inside Acumatica:
Please note that I am using column Number as sequential number for my orders, not as actual Sales Order number, that will be issued by the system automatically.
Based on what was amended, it should end up with 3 sales orders. SO #1 and SO #3 for customer ABARTENDE and SO #2 for customer ABCSTUDIO.
Lets run the import for it and here is the result:
Works like a charm.
Have a great day,