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Mass Upload free text invoices headers and lines

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Posted on by vishvaid77

I need to import a large number of Free Text Invoices along with their lines. Since the posted customer invoice number is generated only during posting, I can’t use it as the key to link header and lines during the import.
What is the correct field or method to use to link invoice headers and lines in the Data Management import process?

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Dynamics 365 Finance

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Giorgio Bonacorsi 903 on at

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Hello,
Yes, use data management for massive imports. You have two alternative ways:

Migrate open transactions: Use the data entity "General Journal" and ensure that the field "Approved" is marked as "Yes". In this way, you import the customer's open balance, and you can even insert the invoice number. This solution is typically followed if you invoice your documents in a third-party system (es. Legacy ERP).

Import free text invoices: If you need to invoice in D365FO. The data entities is "Customer free text invoice". You can import the header and lines on the sames file.

Thank you,
Giorgio

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André Arnaud de Cal... 300,936 Super User 2025 Season 2 on at

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Hi vishvaid77,

Can you tell us what exact technology you are using for the mass import? Are you using data management, OData or a custom service? Are the free text invoices already posted in another system with an invoice ID or is it up to Dynamics 365 Finance to post them?

In case you are using standard data entities, then there is an InvoiceIdentifier field used as primary key which is mapped with the RecId of the free text invoice header.

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vishvaid77 7 on at

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Hi @André Arnaud de Calavon,

I’m using Data Management to import both Free Text Invoice headers and the corresponding single invoice line for each invoice.

The data comes from an Excel file generated by an external system. These values are not posted anywhere else — we apply our own multiplier and then calculate the final invoice amount per customer. This final result needs to be imported into D365 as a Free Text Invoice (one header and one line per invoice). Posting through batch is already working with standard functionality.

My issue is that I’m currently unable to import the values into the Free Text Invoice header and line entities.

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vishvaid77 7 on at

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@Giorgio Bonacorsi Let me try your approach. So far i was using the below mentioned entities to do the import but it failed everytime. I did try with the third entity that you recommended befoer, but there was another issue with that. Let me try this tomorrow and share my error with the mentioned entity ("Customer free text invoice"._.

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