Import of vendor contacts, addresses and relationships

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Posted on by Navneet Katyal

Hi Everyone,

I am looking at some help in importing vendors (including different addresses & contacts) into AX. As such there are 2 types of contacts available and in addresses types also we have different remit to and locations which we want to import. Are there any standard packages available which tells you the sequence / dependences for different fields. vendors entity import works fine but the moment we want to import multiple contacts / addresses then we are not able to import.

Also how can we set/import the parent child relationships for vendors?

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Community Member Microsoft Employee on at

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RE: Import of vendor contacts, addresses and relationships

Hi Andre,

Okay, I shall see how I get on. I am making the assumption that both Customer and Vendor Contacts are stored in the ContactPerson table.

Cheers.

Richard H.
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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RE: Import of vendor contacts, addresses and relationships

HI RH,

DMF would be the easier way. When using the Excel add-on, you have to define multiple tables and references. DMF is doing that job for you internally in the Contacts entity.
Community Member Microsoft Employee on at

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RE: Import of vendor contacts, addresses and relationships

Can someone give me a definitive answer. Can to Excel add on be used to add Vendor Contacts into AX 2012 R3.

Otherwise, DMF is my answer, correct?

Cheers.

RH
Community Member Microsoft Employee on at

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RE: Import of vendor contacts, addresses and relationships

You can import multiple contacts by separating entries with a semi colon (or a separator you prefer - configurable) Basically on the vendor upload file, on the contacts fields (both name and actual contract information) enter multiple records and separate them with ";". Make sure that contact names and the actual contact information have the records separated in the same order
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Adineh Negahdari 807 on at

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RE: Import of vendor contacts, addresses and relationships

Hi,

it would be really easy if you import vendors master data first. you can use DMF to do so.

Then you can import addresses & contacts for each imported vendors. you can do that by using Excel add-in. There you should choose your vendor first, and then add as many as contacts with different purposes.

regards

Adineh
Reliable 2,015 on at

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RE: Import of vendor contacts, addresses and relationships

Hi Thomas,

I don't think we can't import the same contacts to different customer accounts, In AX there is an unique location id for each contact. Have you tried assigning same location id to different customers?

Thanks,

Sangram
Community Member Microsoft Employee on at

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RE: Import of vendor contacts, addresses and relationships

We import contacts from Microsoft Dynamics 365 into AX, but it appears that we cannot import the same contact into different customer accounts in AX via Dynamics 365. Is that correct? Is not importing the same contact twice a default behavior? And if so, can it be overridden?
Saurabh_star 815 on at

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RE: Import of vendor contacts, addresses and relationships

what is the field which acts as the key identifier between DirPartyContactEntity & Vendors V2 entity?
Srini Ramidi 2 on at

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RE: Import of vendor contacts, addresses and relationships

You can import the party contacts using DirPartyContactEntity.
Saurabh_star 815 on at

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RE: Import of vendor contacts, addresses and relationships

Is it still true that we cannot import multiple contacts for the vendors? Can't we achieve it through DirPartyContactEntity?