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Data entity for free text invoice upload

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Posted on by saurabh bharti

15,029 Super User 2024 Season 2

Hi Community,

I have got a question (May be bit technical) but let me explain my ask :

Objective: Objective is to import bulk free text invoices with header and lines

Available solution: We have a one single data entity /Customer free text invoice / in data management and i can upload through this but as we know it is difficult for end users to use this process ,

So i thought to design through excel workbook designer.

Now when i use excel workbook design (Open in excel template), i see two separate entity for header and line which will create a simple view for creating template in a single row. This is good when we have header line view for uploading one single invoice.

Any one has any idea how to get same data entity (Available in data management ) here in workbook designer ?

I know, we can design using both entity but this will not work because it will allow only one invoice to be uploaded , i need both to be available in singlerow as flat table

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saurabh bharti 15,029 Super User 2024 Season 2 on at

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Data entity for free text invoice upload

Right Sukrut we can do this but this will only allow one invoice at a time. I need this template as flat stcrture where we can upload 100 invoices with multiple lines in one go
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Sukrut Parab 71,671 Moderator on at

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Data entity for free text invoice upload

HI Saurabh ,

You are using the right template. If you want to add additional fields You can just add those from lines, header fields are already there in the template. Did you try importing data with this method?
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Waed Ayyad 6,585 Super User 2024 Season 2 on at

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Data entity for free text invoice upload

Hi,

You are on the right entity, it's one entity and have header and lines data sources.

Thanks

Waed Ayyad

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