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

(1) Share

Report

Posted on by Community Member

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..

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (3)

Verified answer

4BzSoftware 6,073 on at

Like (1)

Report

Hi Jiju,

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

You can refer to my videos for more information:

www.youtube.com/playlist

Was this reply helpful? Yes No
Community Member on at

Like (2)

Report

Thanks for the video link...

Was this reply helpful? Yes No
Verified answer

Tharanga Chandrasekara 23,118 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Tharanga,

Can I do XML port in NAV 2013 R2 too?

Was this reply helpful? Yes No
Verified answer

Tharanga Chandrasekara 23,118 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Tharanga Chandrasekara 23,118 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

Thank you for the recommendations..

:)

Was this reply helpful? Yes No
Tharanga Chandrasekara 23,118 on at

Like (0)

Report

Your welcome :)

Was this reply helpful? Yes No