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Import D365 statment in format of pdf-Log in into netbanking & download in pdf format & import in d365 fno

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Posted on by 499

Hi

I kmw we can import MT940.IS020022 & BA12 format

What if the user logs in HDFC netbanking, download the statment in pdf format & wants to import it in D365 fno

How can i achive this new requirement

  • Alex VN Profile Picture
    Alex VN 1,994 on at
    RE: Import D365 statment in format of pdf-Log in into netbanking & download in pdf format & import in d365 fno

    Hi,

    I think the main problem is the format. if you want to import in D365Fno for PDF, I would suggest to convert it to Excel first before you do customization to import into D365FO using custom job or using DMF framework.

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Import D365 statment in format of pdf-Log in into netbanking & download in pdf format & import in d365 fno

    Hi,

    While importing excel into D365 FO - We will be mostly using Data management. If they use data management, then you must select data entity to import the data.

    So, if you want to import the bank statement into D365 FO you need to have valid entity created.

    So, my suggestion will be you need to create a table with required fields and then create data entity based on that.

    Then you can use that entity to import data into D365 FO using Data management.

    Thanks,

    Girish S.

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