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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Importing sales invoic...
Small and medium business | Business Central, N...
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Importing sales invoice CSV file into BC

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Posted on by BBC_dhanvi 95
I have a CSV file for sale invoices which needs to be uploaded in business central but I am not able to understand how to do it. Please help me figure out how to do it
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Business Central
  • TGirli Profile Picture
    TGirli 8 on at
    Importing sales invoice CSV file into BC
    It is also important to note that you need to select the correct Skyvia product to perform the import. You can find it here.
  • TGirli Profile Picture
    TGirli 8 on at
    Importing sales invoice CSV file into BC
    Hello! To import a CSV file of sales invoices into Business Central, you can try using the Skyvia cloud service. Here’s a quick guide:

    1. Set up a connection in Skyvia for your Business Central account.
    2. Use Skyvia’s Import feature to upload the CSV file.
    3. Map the columns in your CSV to the corresponding fields in Business Central.
    4. Run the import task to load the data.

    Make sure the CSV file format aligns with Business Central’s invoice requirements.
  • Matteo Fiocco Profile Picture
    Matteo Fiocco 97 on at
    Importing sales invoice CSV file into BC
    Hi,
    you have two ways:
    Use a configuration package as colleagues below say or develop a custom for importing
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Importing sales invoice CSV file into BC
    hope the link will help you understand how to use configuration package
     
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    Importing sales invoice CSV file into BC
    As Jamieshepard mentioned, with the Configuration Package, no development is required, but that's an Excel file, not a csv.
     
    If you want to customize, I hope the following information can give you some hints.
    How to import data from CSV (comma-separated values) file
     
    Thanks.
    ZHU
  • Jamieshepard Profile Picture
    Jamieshepard 15 on at
    Importing sales invoice CSV file into BC
    Are there multiple lines to each invoice?  if so , you probably want to create an actual sales invoice 'document'.    this means you have to import into two separate tables.  The sales header and sales line table.   Or build a API/webservice using the invoice page. 
     
    The easiest way is import into the sales journal using the config package, and this will provide the customer sub ledger and GL entries.   This will not provide invoice documents to provide to the customer . 

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