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I have a simple payment file from outside source i would like to import daily - I'm new but having issues locating how I can do this task.
Eventually i want to use power automate but trying to manually get the basics. Basically how to I import an excel, csv , text - outstanding check list is my question.
Thanks
You can write the powerautomate flow, so that you can read your CSV file from OneDrive or Sharepoint list and import directly into BC envirionment.
Thanks.
To import a payment file in Excel, CSV, or text format into Business Central, you can follow these steps:
1. Open Business Central: Open your Business Central environment and navigate to the page where you want to import the data. For example, if you want to import payment information, navigate to the "Payment Journals" page.
2. Access the "Import" function: On the page where you want to import data, click on the "Import" button in the ribbon.
3. Select the file format: In the "Import Data" window, select the file format of the payment file you want to import. Business Central supports Excel, CSV, and text formats.
4. Choose the file: Browse to the location where the payment file is saved and select the file.
5. Map the fields: In the "Map Fields" window, map the fields in the payment file to the fields in Business Central. This step ensures that the data is imported correctly.
6. Preview the data: In the "Preview" window, preview the data to ensure that it is accurate and complete.
7. Import the data: Click the "Import" button to import the data into Business Central.
Once you have successfully imported the payment file into Business Central, you can process the payments as needed.
Note that these steps may vary slightly depending on the specific version of Business Central you are using, but the overall process should be similar.
Here is a sample of how you can import CSV files stored on a Azure Blob storage.
Hi, I don't know where your files are saved. Generally, there are several solutions in BC.
Azure Logic App and Azure Function
https://demiliani.com/2021/12/07/dynamics-365-business-central-handling-files-via-ftp-on-saas/
Azure Functions and Power Automate
https://ivansingleton.dev/how-to-read-files-via-sftp-in-business-central/
Graph api
https://www.msnjournals.com/post/how-to-use-microsoft-graph-api-in-business-central
Hope this can give you some hints.
Thanks.
ZHU
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