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Is there a way to import new invoices and the related invoice details into Dynamics 365 Sales Enterprise online? We are trying to find a way to import thousands of transactions at a time for donations where invoices don't exist yet.
Yes, I downloaded the templates and used them. The Invoice ID error I was receiving was from the details file and not the invoice file. I mapped the Invoice ID on the details file to another field which worked. Thank you for the help!
Hi EricOwens,
Have you downloaded Invoice template to import from CRM?
Hi EricOwens,
The invoice ID column can be generated automatically by CRM, you don't need fill it manually.
So you just make the specific field(any filed you want) that mapping to the invoice details is unique.
This looks promising, but these examples are a little different than what we are trying to do. In these cases you are importing accounts and contacts, which you already know the names of. I am importing invoices that don't have an invoiceID yet so how do you reference the invoice details to the invoices? Do I need to create new fields with foreign keys or something like that?
Hi EricOwens,
Indeed, if you import invoices and the related invoice details records separately,you will get the error ‘The lookup reference could not be resolved‘.
Now, in order to handle such scenario, best and the most simple way is to import this together through selecting both files and adding them to a zip file.
You can refer following links for more details:
accounts and contacts import | D365 Demystified
How to Import Related Records in Microsoft Dynamics 365 (c2software.com)
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