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Can anyone tell me how to import Vendor data from .CSV file ton Business Central

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Posted on by CC-30110434-0 4
Hi Experts
We would like to import Vendor data from .CSV file to Business Central(BC). In Vendor screen, there is no button to import Vendor Data from CSV file into BC. Can anyone suggest me how import the file in BC. This can save a lot of time and efficient for that. 
 
Thanks
 
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,171 Super User 2024 Season 2 on at
    Can anyone tell me how to import Vendor data from .CSV file ton Business Central
    Converting csv to excel and then importing from configuration package is the most general approach, which does not require customization.
    More details:
    Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages)
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 12,030 Most Valuable Professional on at
    Can anyone tell me how to import Vendor data from .CSV file ton Business Central
  • Suggested answer
    Ramesh Kumar Profile Picture
    Ramesh Kumar 144 on at
    Can anyone tell me how to import Vendor data from .CSV file ton Business Central
    I believe using the configuration package is the easiest approach, and you can also take advantage of the "Edit in Excel" feature to copy and paste the relevant columns.
     
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    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 4,438 on at
    Can anyone tell me how to import Vendor data from .CSV file ton Business Central
  • Saif Ali Sabri Profile Picture
    Saif Ali Sabri 338 on at
    Can anyone tell me how to import Vendor data from .CSV file ton Business Central

    My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
    To import Vendor data from a .CSV file into Microsoft Dynamics 365 Business Central, you'll need to use Data Exchange Framework, Configuration Packages, or Data Integration tools like RapidStart Services. Since the Vendor screen does not provide a direct CSV import button, you'll need to set up the import process manually or use a pre-built method to bring the data into Business Central.

    Option 1: Using Configuration Packages (RapidStart Services)

    This is the easiest and most common approach to import Vendor Data from a .CSV file.

    Step 1: Prepare the CSV File

    • Ensure your CSV file contains the following relevant fields for vendors:

      • No.
      • Name
      • Address
      • City
      • Country/Region Code
      • Post Code
      • Phone No.
      • Email
      • Vendor Posting Group
      • Payment Terms Code
      • Currency Code
      • Any other necessary fields in your BC implementation.

    • Save your file in .CSV format.

    Step 2: Create a Configuration Package

    1. Go to RapidStart Services in Business Central:

      • Navigate to Tell Me (search bar) and search for Configuration Packages.

    2. Create a New Configuration Package:

      • Click + New.
      • Provide a name for the package (e.g., VendorImport).
      • In the Table ID field, add the table for vendors: 23 (Vendor Table).

    3. Prepare the Fields for Import:

      • Select the configuration package and click Fields.
      • Enable the fields you want to import from your .CSV file. For example:
        • No.
        • Name
        • Vendor Posting Group
        • Payment Terms Code
        • Phone No.
      • Ensure that the fields in the package match the columns in your CSV file.

    Step 3: Import the CSV File

    1. In the Configuration Package, click Import from Excel.

      • Convert your .CSV file to Excel (.xlsx) format using Excel or another tool (Business Central requires .xlsx for this method).

    2. Map the Fields:

      • Import the Excel file into the configuration package.
      • Map the columns in your file to the corresponding fields in the vendor table.

    3. Validate the Data:

      • Click Validate Package to ensure there are no errors in the imported data.

    Step 4: Apply the Data

    1. Once validated, click Apply Package.
    2. The system will import the vendor data from your file into Business Central.

    Option 2: Using the Data Exchange Framework (Custom Import Process)

    If you need to import a CSV file directly (without converting to Excel), you can use the Data Exchange Framework to define the mapping and process.

    Step 1: Set Up a Data Exchange Definition

    1. Navigate to Data Exchange Definitions:

      • Go to Tell Me and search for Data Exchange Definitions.

    2. Create a New Data Exchange Definition:

      • Define a Code and Description for the import process (e.g., VendorImportCSV).
      • Set the file type to CSV.

    3. Configure the Mapping:

      • Define the mapping between the fields in your CSV file and the Vendor Table (23).
      • Specify the delimiter (e.g., , for CSV).

    Step 2: Create an Import Job

    1. Set up a Job Queue Entry or trigger the process manually for importing the file.
    2. Link the Data Exchange Definition to this job.

    Step 3: Test the Import

    • Upload the .CSV file and verify the data is correctly imported.

    Option 3: Using a Third-Party Data Import Tool or Extensions

    If you’re looking for more advanced control or frequent imports:

    1. Use a third-party tool like Jet Reports, SmartConnect, or RapidStart Configuration Wizard.
    2. These tools allow advanced CSV/Excel import functionality with better field mapping, transformations, and automation.

    Option 4: Manual Entry via Assisted Setup (For Small Data)

    If your vendor data volume is small, use the Assisted Setup Wizard to create vendors manually:

    1. Navigate to Assisted Setup > Set Up Vendors.
    2. Follow the wizard to input vendor information step-by-step.

    This method is not efficient for large data but works well for quick setups with only a few vendors.

    Tips for Successful Import

    1. Field Matching:

      • Ensure your CSV file headers match the field names in the Vendor Table (23).
      • Use consistent formatting (e.g., date formats, field lengths).

    2. Validation:

      • Always validate the data after import to catch errors or inconsistencies.

    3. Backup:

      • Backup your data in Business Central before applying the configuration package, as importing invalid data could cause issues.

    4. Dependencies:

      • Ensure that dependent data (e.g., Vendor Posting Groups, Payment Terms, etc.) already exists in the system before importing vendors.

    Summary

    The easiest and most efficient way to import vendor data into Business Central is through Configuration Packages (RapidStart Services). This method allows you to map fields, validate data, and handle imports with minimal manual intervention. For direct .CSV imports, the Data Exchange Framework provides flexibility.

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