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How can we import open payables, open receivables etc using excel templates?

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Posted on by Community Member Microsoft Employee

Hello,

Can anyone provide where we could get the excel templates for importing history such as open payables, ledger history, open receiavables, customers, vendors etc.

It would be a great help..

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Tharanga Chandrasekara 23,116 on at

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RE: How can we import open payables, open receivables etc using excel templates?

Your welcome :)
Community Member Microsoft Employee on at

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RE: How can we import open payables, open receivables etc using excel templates?

Thank you for the recommendations..

:)
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Tharanga Chandrasekara 23,116 on at

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RE: How can we import open payables, open receivables etc using excel templates?

Even though it is possible to upload data using XML ports I do recommend you to use Rapidstart packages because it is very easy and user friendly.
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Tharanga Chandrasekara 23,116 on at

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RE: How can we import open payables, open receivables etc using excel templates?

Yes you can. Microsoft only removed the dataports from the 2013 version and still you can use XML ports to upload data.
Community Member Microsoft Employee on at

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RE: How can we import open payables, open receivables etc using excel templates?

Tharanga,

Can I do XML port in NAV 2013 R2 too?
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Tharanga Chandrasekara 23,116 on at

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RE: How can we import open payables, open receivables etc using excel templates?

Check this link : www.youtube.com/watch

Following are the main options you have.

1. Use RapidStart : www.youtube.com/watch

2. Use XML port to import your data to 81 table.

msdn.microsoft.com/.../dd338846.aspx

Easiest way is using the rapidstart.

msdn.microsoft.com/.../hh179428(v=nav.71).aspx
Community Member Microsoft Employee on at

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RE: How can we import open payables, open receivables etc using excel templates?

Thanks for the video link...
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4BzSoftware 6,071 on at

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RE: How can we import open payables, open receivables etc using excel templates?

Hi Jiju,

It is defined in Config Package, Table -> Fields.

You can refer to my videos for more information:

www.youtube.com/playlist