Today we would like to discuss Importing and modifying data to Business Central. There is one feature in Business Central which is called the Configuration Package. The configuration package can be used to modify fields in existing records.
If the user wants to mass block a group of vendors or put numerous invoices on hold. Instead of keying those changes one at a time, Then the user can import those modifications from Excel into Dynamics 365 Business Central using the configuration package.
There are the following steps Which help to know in detail:
The first thing the User needs to determine is which table the data is going into. Navigate to the Customer window, then in the top-right corner of Business Central click ‘?’ and then select ‘Help and Support.’
In Other resources find the Help and Support.
Scroll down and under Troubleshooting click ‘Inspect pages and data’.
This will open the ‘Page Inspection’ side pane which displays information for the page that users are on. The key thing to look for is the Table number. In this example, the Table number is 18, denoted by ‘Customer (18)’.
Once the User has taken note of the table number, the user can close out of the Page Inspection pane.
The next step is to create the configuration package. In the search bar, type in ‘config packages’ and select ‘Configuration Packages’.
Once in the Configuration Packages window, click ‘New’. Now User will set up a new Configuration Package Card for customers.
The User needs to Give a Code and Package Name. In this example, the name will be ‘Customer’.
Then further down, the User will enter the Table ID that was identified in the Page Inspection step.
In the screenshot below, 18 was typed into the ‘Table ID’ area and then user tabbed over, which automatically populated the Table Name. or User can also select from the three dot and click Ok.
Before exporting the template, If the User wants to see which fields will be included. Remaining in the newly created Configuration Package Card, click ‘Table’ and then click ‘Fields’.
That will bring up the main window that shows all the included fields for the table. By default, every table will have fields already included, shown by a grey checkmark in the Included Fields column. This means that those fields will be included and added to the exported template.
If the User only looking to import into certain fields or columns, the user can click ‘Clear Included’ at the top of the window and that will clear all the checkmarks. Then in the ‘Included Field’ column, the user would manually click on the fields they want to include in the template. The user may need to click the Edit List button before the page will accept clicks in the Include column.
Close out of the Fields window when the user will be satisfied with your ‘Included Field’ selections.
The User wants to export the Excel template so they can add our data to it. Back in the Configuration Package Card, click ‘Excel’ and then click ‘Export to Excel’.
This will download an Excel file that contains all the fields that were checked off in the previous step and it will include all the records that are currently existing in the system in the table. Before that system will ask for confirmation so click Yes.
Open the downloaded Excel file. The next step is to delete the rows of existing data in the exported file and then save the Excel file as an import template for the records the user is going to import.
In this example, we import Customers, so the next time we want to import customers the same Excel template can be used, and then we will use the Customer Configuration Package.
Once User has saved the Excel template, fill in the customer data that import into Business Central. Below is the customer data which importing. Once all the data is filled out, save the Excel file, and navigate back to Business Central.
When the user has ready to import the data, go into the Configuration Package Card that which user has created in the earlier steps. Navigate back to the Customers Configuration Package, click ‘Excel’, and then select ‘Import from Excel.
Click ‘Choose’ and that will open File Explorer where the user will select an Excel file with the data which they want to import.
Another window will appear after the user has selected the Excel file then click ‘Import’, as shown in the screenshot below.
Now the data has been imported into the configuration package, but it hasn’t gone into the Customer Table yet. To do that, click ‘Functions’ and then select ‘Apply Data’.
Then The user will get a pop-up message that shows a summary of the processed data. In the screenshot below, it shows that the number of records is modified. If there was an error, an error report will be generated, and the user can review the errors and then troubleshoot accordingly.
If the user wants to review the data in the Customer record itself. This example was done for modified records, and we can see that they were modified and applied correctly.
Hope this will help.
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Thanks to all.