Hi, good day
I hope this can help you, and give you some hints.
Import Data into Business Central using XML Ports in CSV Format
Best Regards
Gerardo
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.
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
Save your file in .CSV
format.
Go to RapidStart Services in Business Central:
Create a New Configuration Package:
VendorImport
).23
(Vendor Table).Prepare the Fields for Import:
.CSV
file. For example:
No.
Name
Vendor Posting Group
Payment Terms Code
Phone No.
In the Configuration Package, click Import from Excel.
.CSV
file to Excel (.xlsx) format using Excel or another tool (Business Central requires .xlsx
for this method).Map the Fields:
Validate the Data:
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.
Navigate to Data Exchange Definitions:
Create a New Data Exchange Definition:
VendorImportCSV
).Configure the Mapping:
,
for CSV)..CSV
file and verify the data is correctly imported.If you’re looking for more advanced control or frequent imports:
If your vendor data volume is small, use the Assisted Setup Wizard to create vendors manually:
This method is not efficient for large data but works well for quick setups with only a few vendors.
Field Matching:
Validation:
Backup:
Dependencies:
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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