Understanding the Adapt Desktop interface

The Adapt Desktop interface is made up of three sections:

At the top is the name of the migration you're working on.
On the left is the progress table, where you can select which data set to work on.
On the right is the Item Data tab. The table on this tab is called the workspace, where you can edit and upload data to MYOB Acumatica.

Progress table

Column name	Description
Progress Item	The Progress Item column lists different data sets that were exported from a customer's source product. Clicking an item in this column opens its data set in the item workspace.
Rows	The Rows column shows how many rows of data there are in an item's data set.
Errors	If an error occurs while uploading a row of data from the item workspace, it adds to the number in the Errors column.
Uploaded	If you successfully upload a row of data from the item workspace, it adds to the number in the Uploaded column.
Queued	When you upload multiple rows of data from the item workspace at once, it can take some time for all the rows to upload. This adds to the number in the Queued column. The number goes down as rows are successfully uploaded.
Ignored	The number of records that have the Ignore checkbox selected.
Status	The Status column summarises how much of an item's data has been uploaded to MYOB Acumatica. New – No rows have been uploaded or queued for that item. In Progress – Some rows have been successfully uploaded for that item. Complete – All rows have been successfully uploaded for that item. Uploading – The rows you've selected to upload are currently being uploaded into MYOB Acumatica. Not Uploaded Directly – This progress Item does not have an Upload button. It means you can't upload data directly from this progress item. This data could be part of the pre-migration checklist, config or detail data, which is loaded with a header record in a later (usually the next) progress item.
Totals	The Totals row tallies the numbers in each column of the progress table.

Item data tab

Actions
Toolbar item	Icon	Description
Save		Saves any changes you made to rows of data.
Refresh		Reloads the data rows so they display up-to-date information.
Tick		Choose which rows are selected in the To Upload and Upload columns.
Find/Replace		After clicking in a column, you can choose from two options: Find/Replace 'Example' – Lets you search for a term in the column and replace every instance of that term with something else. Find 'Example'/Replace – Lets you make changes in one column by copying data from another column.
Truncate Time		If a field contains date and time information, clicking Truncate Time sets the time information to 00:00:00.
Upload		Queues rows selected in the To Upload column for upload to MYOB Acumatica. Uploading data also automatically downloads the values from MYOB Acumatica.
Cancel Upload		Stops all queued rows from being uploaded to MYOB Acumatica.
Download Acumatica Values		Downloads the values that have been uploaded to MYOB Acumatica.
Add MYOB Acumatica Rows		Get data from MYOB Acumatica without having to manually enter it.
Duplicate Row		Copies whichever row you currently have highlighted, letting you create a new value based on an existing one.
Excel		Lets you export your changes for a progress item to Microsoft Excel. You can then import those changes to another migration. This is handy for doing a migration to a production site after first trying your changes in a test migration, or if you're migrating multiple sites that use the same basic setup for certain data types and progress items.
Actions		The options in the Actions dropdown change depending on what item you're working on. For example: Set Defaults from Config – Automatically completes fields based on what you entered for the Config item.
Grid Utilities		Choose an option that changes how the rows in the table are displayed: Expand All Groups Collapse All Groups Best Fit All Columns Restore Default Grid Layout
Filters
Toolbar item	Description
Show Status Columns	Displays the To Upload and Uploaded columns in the item workspace.
Show	Select which data values to display: Data – Shows the data that is in Adapt Desktop. Data + Acumatica Values – Shows Data (described above), as well as Acumatica columns with the data that you most recently uploaded to MYOB Acumatica. Data + Previous Upload – Displays data (described above), as well as Previous Upload columns with data from your second most recent upload. Data + Original Values – Displays data (described above), as well as Original columns with data as it was originally imported to Adapt Desktop from the source product.
Show Original Values	Displays an Original column next to all data columns, letting you see how the data looked before any changes were made. For example, when working on pay items, an Original Description column is displayed next to the Description column.
Highlight duplicates	Adds a yellow highlight to any fields that have the same data.
Filter Displayed Columns	Type here to only display columns with a column header that includes what you typed. For example, when working on pay items, type "Entitlement" to only display the Entitlement, EntitlementID and IsEntitlementPayment fields.
Highlight Values	Typing here adds a yellow highlight to any fields that include what you entered.
Show Database Name	Displays the Source Database column.
Duplicate Row	Copies whichever row you currently have highlighted, letting you create a new value based on an existing one.

Field colour meanings

In Adapt Desktop, different field colours mean different things.

Progress table colours

Colour	Meaning
Green	If the Status field for a progress item is highlighted green, then all data has been uploaded for the progress item.
Yellow	Yellow fields highlight the upload count for a progress item.
Red	Red fields highlight that errors occurred with a progress item.

Item data tab colours

Colour	Meaning
Grey	Grey fields are read-only.
Yellow	Yellow means you've selected the option to either to highlight fields with a specific value or with a duplicate value.
Gold	Gold fields are mandatory.
Purple	Shows which columns display the data that's currently uploaded in MYOB Acumatica. Only appears if you select Data + MYOB Acumatica Values in the Show dropdown.
Pink	Shows which columns display the data that was uploaded previously. Only appear if you select Data + Previous Upload in the Show dropdown.
Light orange	Shows which columns display the data that was originally extracted from a customer's source product. Only appears if you select Data + Original Values in the Show dropdown.
Light pink	Light pink fields mean that there was an invalid date in the original data extracted from a customer's source product. The value in pink fields is always the date 01/02/1900.
Bright pink	Highlights values that are different to values in MYOB Acumatica. Only appears if you select Data + MYOB Acumatica Values in the Show dropdown.

Where do data field names come from?

Progress item names match the screen in MYOB Acumatica that data will be uploaded to.
For MYOB Acumatica screens with multiple tabs, the progress item name is now the MYOB Acumatica screen name followed by a dash and the tab name. E.g., Progress Item Name – Tab.
Column names match the MYOB Acumatica field that data will be uploaded to.
Mapping screens describe their use. E.g., Branch Map, Supplier payment, Method Map.