Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Importing Employees
Finance | Project Operations, Human Resources, ...
Suggested answer

Importing Employees

(0) ShareShare
ReportReport
Posted on by Community Member

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!

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,250 Most Valuable Professional on at
    RE: Importing Employees

    Hi BoPrideGlobal,

    I know a couple of entities. Here is an example.

    pastedimage1603641461828v1.png

    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.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,276 Super User 2025 Season 1 on at
    RE: Importing Employees

    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.

  • Community Member Profile Picture
    Community Member on at
    RE: Importing Employees

    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!

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,276 Super User 2025 Season 1 on at
    RE: Importing Employees

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,276 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,975 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans