Acumatica provides users with a simple way to upload data to quickly create transactions. It may be a Journal Transaction, Lines on a Sales Order or Purchase Order, or Price Worksheet , where you can easily upload data from excel.
Anywhere you see this button, 
you can upload data from Excel.
Just like creating this transaction manually, you can apply settings like transaction date and description. When you click on the Load Records From File button you can browse for the file (it can be .xlsx or .csv).
After clicking UPLOAD, it will confirm the Common Settings and allow for you to map the fields. Columns to the left are from your file. The file on the right can be set to where it should upload.
After clicking OK it will upload the data. You can then make any corrections or changes as needed. It’s that simple! Then, you can treat the transaction as if you manually entered it and save a release.
Similarly, whenever you see the Excel button 
, you can export the data out to Excel.
Acumatica makes it very feasible to upload and export data to Excel. These feature makes data easily accessible and available to your employees in a quick way. Do you need more help using Acumatica? We have a Tips and Tricks page for answers to common Acumatica troubleshooting. If you are interested in one-on-one support, please visit our Support page or shoot us an email at satkins@4acc.com!
Solutions by Industry
What's New
Vacation-Ready Operations: Achieve Seamless Integration with Acumatica
With Acumatica's powerful features and flexible architecture, businesses can achieve vacation-ready operations without compromising on efficiency or productivity. Read MoreSubmitted by Stephanie Dean on Tue, 07/16/24 - 5:00
Summertime Efficiency: Transform Your Business with Acumatica Integration
Summertime is the perfect opportunity to boost efficiency, streamline operations, and take your business to new heights with the power of Acumatica. Read MoreSubmitted by Stephanie Dean on Tue, 07/09/24 - 5:00
Celebrate Independence: Unlocking Business Freedom with Acumatica and Sage 100
This Fourth of July, as we celebrate the spirit of independence, let's also celebrate the freedom and flexibility that Acumatica and Sage 100 bring to businesses. By liberating companies from legacy systems, empowering them to adapt and grow, enabling mobility, and declaring efficiency. Read MoreSubmitted by Stephanie Dean on Thu, 07/04/24 - 5:00