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Business Central forum

How to create a sales order transactions via upload

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Posted on by 15

I am trying to upload sales orders, POs and Invoices from either SQL server or CSV files on a daily schedule.  I need some guidance in setting this up and cannot find any documentation on how this is setup.

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  • Suggested answer
    Stefano Demiliani Profile Picture
    37,172 Most Valuable Professional on at

    Via SQL is possible only for the on-premise version. For SaaS, you need to use web services or APIs or XMLports (so you need to create a custom process for data import).

    There's also Rapidstart (Configuration Packages) but if you want an import by schedule, this is not the best way.

  • Suggested answer
    Tharanga Chandrasekara Profile Picture
    23,118 on at

    Agree with Stefano.

    I don't recommend uploading data to BC (On-premise) using SQL. Process might be easy but it can cause validation errors and open up whole new set of issues for you. You have different options available:

    1. If you want a direct upload, then you can use "Configuration Package".

    2. You can create XML ports : This will allow you alter the data and also run validations before creating new documents.

    3. You can use Flow with standard BC connector which has the entities you interested in. : You can schedule the process to monitor a folder, pick the CSV file and create documents.

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