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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Credit Card Transactio...
Microsoft Dynamics AX (Archived)

Credit Card Transactions Import in AX 2012 R2

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Posted on by Community Member

Hi Everyone

I have to import Credit card transactions in AX 2012 R2. As this implementation is from scratch, with no prior experience, I would like to have any documentation or inputs related to this.

My primary doubts being:

1. What is the acceptable format for AX, in which transactions can be imported?

For example: If I want to try and test the import, what data and in which format should I prepare a template?

2. How do we convert the transactions provided by AMEX, VISA etc to the format that can be directly imported into AX?

Thanks in advance.

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  • Suggested answer
    Faisal Fareed Profile Picture
    Faisal Fareed 10,796 User Group Leader on at

    Hi Madhura,

    This topic has been discussed and addressed many times here I added few import links to my favorites which I think can be helpful in understanding the format and conversation.

    blogs.msdn.microsoft.com/.../visa-vcf-plain-text-credit-card-statement-into-dynamics-ax-with-xslt

    shashidotnet.wordpress.com/.../dynamics-ax-2012-aif-import-csv-file-part-3-import-csv-file-using-aif

    dynamicsax2012csv.codeplex.com

    blogs.msdn.microsoft.com/.../importing-credit-card-statements-into-microsoft-dynamics-ax-2012-using-aif-and-transformation-library

  • Community Member Profile Picture
    Community Member on at

    Thanks Faisal. Will go through all the links.

    Also, is there a notable difference between 'Credit card import from folder ' and 'Import a specific credit card file'?

  • Community Member Profile Picture
    Community Member on at

    Hi

    Is there any initial setup before these transformations?

  • Suggested answer
    Faisal Fareed Profile Picture
    Faisal Fareed 10,796 User Group Leader on at

    you would need to first create an inbound service where you can actually set inbound transforms, this has all described here dynamicsax2012csv.codeplex.com

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