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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Export a excel sheet t...
Microsoft Dynamics NAV (Archived)

Export a excel sheet to our system for payments received where exactly can i do this in navi and how

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Posted on by Community Member Microsoft Employee

 we sometimes get a long list of payments from our customer...

Instead of just adding it one by one how can I import or copy the sheet from excel to Navi

We use Navi Dynamics2013 R2

the list will look like this (Fakura is invoice in Danish) ... ( i just cut it short (actual list is much longer))

Document DocumentNo Amount Date
Faktura 103192 343,75 19-01-2015
Faktura 103203 343,75 20-01-2015
Faktura 104304 902,00 19-03-2015
Faktura 104307 289,39 19-03-2015
Faktura 104311 7.345,15 19-03-2015
Faktura 104312 10.386,30 19-03-2015
Faktura 104315 678,74 19-03-2015
Faktura 104317 631,39 19-03-2015
Faktura 104318 2.065,54 19-03-2015

Just want to know exactly where to import it so we can balance the bank also as it is one big payment total that is received...  and how can i just import the file or copy it to Navi, instead of doing it one by one...

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  • Verified answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: Export a excel sheet to our system for payments received where exactly can i do this in navi and how

    Hi Kulbinder,

    There are 3 options for you:

    1. Copy and paste data from Excel to NAV directly as Mohana mentioned: remember to arrange columns before copy and paste data.

    2. Use Configuration Package: create package, configure fields, export template, prepare data in exported template, import data from template file. You can refer to this link.

    3. Try our new solution "Universal Excel Import" to be released in May:

    3.1. Simply import data from Microsoft Excel with 4 steps: Browse Excel file, Select Excel Sheet, Choose Database Table, Map Fields.

    3.2. All 4 steps can be run without user interaction if predefined.

    3.3. Import data with dimension values.

    3.4. Smart Choose Database Table by Sheet Name or predefined in Excel file.

    3.5. Save time with auto map Excel Headers to nearest Fields Name/Caption.

    3.6. Support insert new records only or update existed records only or both insert and update.

    3.7. Field Validate trigger: can be invoked separately or skipped.

    3.8. Record OnInsert and OnModify triggers: can be run or skipped.

    3.9. Flexible settings in Excel file to adapt your business requirements such as Constant Values, Auto Number, Not Import Columns, Not Validate Columns, Not Insert New Record, Not Modify Existed Record, Predefined Table ID/Name/Caption, Skip Mapping Fields …

    3.10. Support Web Client.

    4_2D00_29_2D00_2015-7_2D00_18_2D00_24-AM.png

  • mmv Profile Picture
    mmv 11,465 on at
    RE: Export a excel sheet to our system for payments received where exactly can i do this in navi and how

    Hi,

    You can copy the data from excel (but you need to arrange the columns in excel, the way they are in NAV)

    or

    You may create an XML Port which will read the data from the excel file.  I am not sure whether you want to apply the above documents to the respective Invoices.  

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    RE: Export a excel sheet to our system for payments received where exactly can i do this in navi and how

    You can also directly copy from excel and paste it in NAV

    www.softwareanswers.co.uk/.../new-feature-in-nav-2013-copy-from-excel-into-nav.html

    See the requirements for this

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Export a excel sheet to our system for payments received where exactly can i do this in navi and how

    You can import data by XML Port.

    The NAV 2013 Universal XMLport

    community.dynamics.com/.../the-nav-2013-universal-xmlport

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