Dynamics Community Forum Thread Details

I would like to know about importing data from a .csv file to a journal (General Journal page 39).

I am able to read the .CSV file but not able to figure out

1. how start inserting the line

2. What all fields to be inserted and are mandatory such that it does not create any error on Posting

3. Is the following data sufficient to upload to General Journal?

CSV looks like the following table

!Header	HeaderID	Type	Date	Account	NAME	Amount
!Line	LineID	Type	Date	Account	NAME of Shortcut Dimension 2	Amount
!EndHeader
Header		EFT	10/19/2023	1120	EFT	-1096.84
Line		EFT	10/19/2023	2140	2140	-20.09
Line		EFT	10/19/2023	2140	Dim1	300
Line		EFT	10/19/2023	2140	Dim1	600
Line		EFT	10/19/2023	4022	4022	-2300
Line		EFT	10/19/2023	2140	Dim1	200
EndHeader

The Code that i have written so far is as follows:-

pageextension 50100 ImportJournal extends /General Journal/
{
    actions
    {
        // Adding a new action group 'ImportData'
        addlast(processing)
        {
            group(ImportData)//NewActionGroup
            {
                Caption = 'Import Data';
                action(ImportJournal)
                {
                    ApplicationArea = All;
                    Caption = 'Import Journals';
                    Image = ImportExcel;
                    ToolTip = 'Import EFT *.csv Format Only';

                    trigger OnAction();
                    var
                        InS: InStream;
                        FileName: Text[100];
                        UploadMsg: Label 'Please upload EFT Journal CSV file';
                        Ext: Text[5];

FileManagement: Codeunit /File Management/;
begin

                        CSVBufferS.Reset();
                        CSVBufferS.DeleteAll();
                        if UploadIntoStream(UploadMsg, '', '', FileName, InS)
                        then begin
                            Ext := CopyStr(FileName, StrLen(FileName) - 3, StrLen(FileName));
                            if Ext.ToLower() = '.csv' then begin

                                CSVBufferS.LoadDataFromStream(InS, ',');
                                CSVBufferS.GetNumberOfLines();
                                ImportCSVGeneralJournalData();

                            end
                            ELSE
                                Error(UploadMsg);
                        end
                    end;
                }
            }
        }
    }

    var
        myInt: Integer;
        CSVBufferS: Record /CSV Buffer/;

local procedure GetValueAtCell(RowNo: Integer; ColNo: Integer): Text
    begin
        CSVBufferS.Reset();
        if CSVBufferS.Get(RowNo, ColNo) then
            exit(CSVBufferS.Value)
        else
            exit('');
    end;

    [TryFunction]
    local procedure ImportCSVGeneralJournalData()
    var
        GenJourLinRec: Record /Gen. Journal Line/;
        RowNo: Integer;//To iterate throught the rows of CSV
        MaxRow: Integer;//Stores the last row number
        DataType: Text[50];//To check the the value in column 1
        LineCount: Integer;//To get the number of lines processed
        //to check TYPE='EFT' or not
        TransactionType: Code[20];

    begin
        GenJourLinRec.RESET;
        RowNo := 0;
        MaxRow := 0;
        LineCount := 0;
        CSVBufferS.Reset();
        if CSVBufferS.FindLast() then begin
            MaxRow := CSVBufferS./Line No./;
        end;

for RowNo := 4 to MaxRow do begin
DataType := GetValueAtCell(RowNo, 1);

if (DataType in ['Header', 'Line']) then begin
TransactionType := GetValueAtCell(RowNo, 3);

If ((TransactionType <> 'EFT')) then
Error('TRNSTYPE = EFT is not found')

                if DataType = 'Header' then begin
                    //
                    //
                    //

                end else
                    if DataType = 'Line' then begin
                        //
                        //
                        //
                        //

                    end;
            end;
        end;
        Message('Total Line %1 Processed Successfully from .CSV file.', LineCount);
    end;
}

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