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MSDyn365FO. How to Import CSV file using Electronic Reporting. Part 2 – Format.

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In this blog post we will create new Format. It represents document schema and is used to parse it. Go to Organization administration > Workspaces > Electronic reporting, select Data Model created in the previous post and create new configuration:

CSVImportFormat

In the format designer Add root –> File:

FormatRoot

Add sequence and set delimiter to New line – Windows (CR LF). It will tell ER that file has lines split by CR LF. It is possible to select CR for Mac or LF for Linux or specify a custom delimiter.

FormatRootSequence

Add new sequence. This sequence will represent lines. Set Multiplicity to “One many” to say that at least one line is required.

FormatRootLine

Add another sequence. It will represent individual lines. Set delimiter to ‘,’, to split fields by comma. Use another delimiter, if required.

FormatRootRecord

Add 3 fields:

FormatFeilds

In the end you should have format like this:

Format.png

In the next post we will map format to model and test it!

 

 


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