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Unified Interface - How to import data to an entity that it is not somewhere in the menu

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Posted on by 120

Hello guys, does anybody know how are we supposed to import data for an entity that only appear in subgrids like quote lines, or entities that depict relationships between other entities like product associations ? See there's no point in having quote lines somewhere in their own view (they must be depicted only as child records under a quote). Am I supposed to use the import data wizard of the old interface?

  • Suggested answer
    venkatsr Profile Picture
    venkatsr User Group Leader on at
    RE: Unified Interface - How to import data to an entity that it is not somewhere in the menu

    Hi,

    From settings use data import wizard.

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    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: Unified Interface - How to import data to an entity that it is not somewhere in the menu

    Hi,

    Yes, You will have to import data from Advanced settings->Settings->Data management->Import Data

    Please mark my answer verified if i were helpful

  • Suggested answer
    Shivkant Soni Profile Picture
    Shivkant Soni 90 on at
    RE: Unified Interface - How to import data to an entity that it is not somewhere in the menu

    Hi Giannis,

    Sure, you can use the import data wizard in the old interface or you can create a manually triggered flow to import the data from an excel sheet. Please refer to the URL below and click on "Go To Solution".

    powerusers.microsoft.com/.../191224

    Hope it helps to resolve your query.

    Please mark it verified if it did.

    Stay Safe and Stay Healthy!

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