Not able to import project expense categories

(1) Share

Report

Posted on by gauravvirdi

Hi Everyone,

I am trying to import Project expense categories, however system is giving error everytime. I am able to import the project categories, however not able to import the project expense categories. Getting below error everytime:

I have imported the data in below sequence:

Category group: Imported

Shared category: Imported

Category table: Imported

Project category: Imported however cannot be used as expense related information is missing which is supposed to be updated via Expense category entity

Expense category: Error

Any assistance would be appreciated.

I have the same question (0)

All responses (5)

Answers (1)

Sort by

Waed Ayyad 9,135 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

Did you try to trace the code? Maybe it gives you more information about your issue.

Thanks,

Waed Ayyad

Was this reply helpful? Yes No
Layan Jwei 8,165 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

I would advice if you export one record from the entity, then try to import it again to see if any errors appear. Then if no issues, use the file you exported to change some of the fields value that matches what you need then try and import it and see if the issue persists.

Also if the data you are importing depends on some tables, then make sure the data does exist in the other tables.

Thanks,
Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Was this reply helpful? Yes No
gauravvirdi 96 on at

Like (0)

Report
Copy link

Link copied!

Hi Layan,

Thankyou for you response.

I have tried creating the record and then importing the same by making some changes however it doesn't work. The same error will come.

It will happen only if you are trying to import expense categories which will be used in project also. If you try to create project categories through DMF it will work.

Regards

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,853 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,
To import a project category, you need to follow this sequence:
1-Shared category

2-Category table

3-Project category group
4-Project category

It appears that the Category table is missing in your case. You can try exporting the data using the entity and then use the template to import the data.

Best regards,
Alireza Eshaghzadeh,
https://dynfotech.com/

Was this reply helpful? Yes No
Suggested answer

Udaykumar Koppanati 4 on at

Like (1)

Report
Copy link

Link copied!

I had the same issue and MS suggested to remove the field USEINPROJECT in the expense category from the mapping table before importing. I have tested and it is working fine. I only used copy into legal entity functionality.

Was this reply helpful? Yes No