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Finance | Project Operations, Human Resources, ...
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Using Excel Add-On for Importing Free Text Invoices

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Posted on by 750

Hi everyone,

Does anyone use the Excel Add-on to import free text invoices for multiple customers in a single publish?

As you know, the Excel Add-on typically allows opening, editing, and importing data for one customer at a time.

Thanks for your insights.

Best regards,

Hisham.

  • Hana Xue Profile Picture
    Microsoft Employee on at
    Using Excel Add-On for Importing Free Text Invoices
    Hi,
    If the answer is helpful, please mark it as verified.
    Best Regards,
    Hana
  • Suggested answer
    Avadh Shah Profile Picture
    52 on at
    Using Excel Add-On for Importing Free Text Invoices

    Hello @Hisham,

    I wanted to share a quick update regarding data uploads and Add-ins functionality.

    It's important to note that it is not possible to upload data into multiple customers using Add-ins. Add-ins are designed for document-wise usage, meaning a single Add-in cannot be used for multiple documents.

    To handle this requirement, we need to utilize the data import facility. For entity-specific imports, you can use the following entities in the Data Import:


     
     

    By leveraging the data import facility, you can efficiently manage data uploads across multiple customers.

    #DataManagement #DataImport #TechUpdate #CustomerData #Addins #TechSolutions

  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Using Excel Add-On for Importing Free Text Invoices
    Hi,
    You can try to use DMF to achieve this requirement.
    https://gfeaxblog.wordpress.com/2017/10/09/o365-how-to-exportimport-data-through-data-management-framework-dimf/
    Best Regards,
    Hana

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