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Microsoft Dynamics NAV (Archived)

Import old xls files

Posted on by Microsoft Employee

Hi there.

Is there any way to import these xls files in Nav 2016? 

I'm getting those files from an accounting company.

I've tried with ExcelBuffer or Dot.net automation and I only achieve this using of nav automations (Microsoft Excel 16.0 Object Library) but I don't know how to handle this for read entire sheets.

Any help should be apreciated

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  • Verified answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: Import old xls files

    you could try this: moxie4nav.wordpress.com/.../simple-readwrite-excel-data

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import old xls files

    Thank you Robertas. I'll post code when I finished it.

  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Import old xls files

    Then you'll have to create the Report to import xls file. Or save it as csv (comma or tab separated) and import using XMLPort.

    Robertas

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import old xls files

    Not at all. I post directly at Employee Salary table (T50024) cause It's just additional informat about employees. I don't process them but I use to calculate my employee cost. (working hours / salary.... etc)

    Due this, I just need to process that xls to upload data to T50024

  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Import old xls files

    If that is salaries file, that means (I assume) you need to post it as a journal. Then there are 2 ways of doing it:

    1. You can develop code to import from Excel. As an example you should look to reports 'Import Item Budget From Excel' (No. 7131) or 'Import Budget From Excel' (No.81). The first one is simpler to understand.

    2. You should ask accountants to prepare the xls template that would allow copy-paste the information to the journal. Then just copy salaries xls to the template xls and copy-paste to NAV. I usually imply this method to my customers and everyone is happy to do so. Of course, this is based on assumption that you post your salaries via journal and there is no specific mapping required

    Hope that helps.

    Robertas

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import old xls files

    Thank you but my intention is that my accounting department can import those xls files by itself, so I had thought in a report that automate this. Xls files contain employee salaries so I need to import them in order to calculate employee costs. It's a small file so it'd take too much time to import using of Rapid Start packets instead of using a report and selecting a file.

    As I said, I've achieved to open file and read cells inside it but I don't know how to handle it properly. (P. Ex. get num of columns and rows to make a loop, etc)

    Best regards.

  • Suggested answer
    Alex A Profile Picture
    Alex A 2,348 on at
    RE: Import old xls files

    Victor,

    What type of data is this?

    It sounds like you're trying to migrate data or do mass imports? If so, you need to use RapidStart for this (within NAV). You have to create a Configuration Package with the table(s) and Fields you need, set a filter so you get no data, and then do an export from that Configuration Package to get an excel sheet with all the proper columns (a blank excel sheet that acts as a template for importing data back into NAV to the table(s) you have chosen).

    Then you have to take your other excel sheet of data from the accounting company and convert that data to fit into the import template - map the fields and correct the data to the NAV format. Your data has to be made to have the proper values, and then you can import the data back into NAV with RapidStart once it has been vetted.

  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Import old xls files

    Hi Victor,

    have you considered Configuration Packages on rapid start? You can create Excel templates from NAV, then copy-paste data from xls to these templates and import back into NAV.

    Robertas

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