Import Scenarios

Learn to create basic import scenarios to save time entering orders or make changes to existing orders using a format everyone knows: Excel. Leveraging Acumatica’s built-in import scenarios, we will take data from an Excel file and use that to create and update existing records. This course will cover everything from data creation in Excel to completing the import into Acumatica. This course will walk thru an example of importing Sales Orders, but the concepts in this training session will apply to any import scenario you will create.