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Importing sales invoice CSV file into BC

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Posted on by BBC_Astha

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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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Dynamics 365 Business Central

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Jamieshepard 29 on at

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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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YUN ZHU 92,758 Super User 2025 Season 2 on at

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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.

More details: https://yzhums.com/4286/

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

https://yzhums.com/38802/

Thanks.

ZHU

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Jun Wang 8,182 Super User 2025 Season 2 on at

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Importing sales invoice CSV file into BC

hope the link will help you understand how to use configuration package

https://businesscentralgeek.com/definitive-guide-to-configuration-packages-in-business-central

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Matteo Fiocco 258 on at

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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

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TGirli 36 on at

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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.

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TGirli 36 on at

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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.

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