Hello!
I'm looking for information on how to import and set up employees in D365. I'm not just looking to import the person's name and address info. But also their Department, Position, Job etc. I assume this can't be done from a flat file or one sheet excel workbook. It would need to be done with multiple sheets that reference the same employee ID #.
Am I on the right track here? Can someone point me in the right direction in terms on Data Entities and instructions, eLearning or any other info to address this.
Thanks!
Hi BoPrideGlobal,
It is correct that you need to use multiple entities to get all the related data imported. It could be done with one Excel sheet, but then you have to create the import project with multiple entities referring to the same Excel worksheet.
In the past, I had one big source file and created sheets per entity with references to the data on the master worksheet.
There is also an option to use one Excel sheet and create a Power Automate Flow calling all the various entities sequencially.
Thanks for the response. Is there an article or something that describes the entities needed as well as the format that each entity requires? Thanks!
Hi,
I'm not aware of an article. It has been too long ago for me to remember all the details. You can create an export project from a test environment with all the entities with keywords worker, employee, position, job, department. Then you can review which entities contains what exact data to know what you can use for import.
I know a couple of entities. Here is an example.
Generally, this is the sequence when you want to import data for the worker, employee, Jobs, positions, titles, address.
I copied this from the data integrator between D365 HR & D365 F&O.
In the same way, you can use this entity. If you don't know the format then go to data management > Create export project > Add required entities and export the data.
Use the export template and Add more data to the excel sheet and Import back again.
This will create data in the system.
Check this reference link for the data import/export framework.
docs.microsoft.com/.../data-import-export-job
I hope this helps.
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