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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import job to update B...
Finance | Project Operations, Human Resources, ...
Suggested answer

Import job to update Bank Accounts

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Posted on by joaoasilva11 55

Hi there,

I need to create a job to import an Excel file with multiple bank accounts (VendBankAccount table), in order to update their details. From what I saw online and on past developments, I created four classes: Controller, Contract, UIBuilder and a Service. I'm now trying to add my custom logic on the service class, but I'm having some issues.

The excel file will have 3 columns: Vendor Account, Bank Account ID and Custom Field.

How can I create a piece of code that "tells" D365 that this account, from this vendor needs to change this field to X?

I already created my loop, in order to skip the first Excel line (column headers) and scroll through the whole file, until there is no more information left.

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  • Suggested answer
    nunomaia Profile Picture
    nunomaia 23 Moderator on at
    RE: Import job to update Bank Accounts

    Try something like this 

    using (ExcelPackage excelPackage = new ExcelPackage(stream))
                {
                    int                         rowCount, i;
                    excelPackage.Load(stream);
                    ExcelWorksheet  worksheet   = excelPackage.get_Workbook().get_Worksheets().get_Item(1); // first worksheet
                    OfficeOpenXml.ExcelRange    range       = worksheet.Cells;
                    rowCount                  = worksheet.Dimension.End.Row – worksheet.Dimension.Start.Row   1;

                    for (i = 2; i<= rowCount; i  )
                    {
                        range.get_Item(i, 1).value; // row i, cell 1
                        range.get_Item(i, 2).value; // row i, cell 2
                    }
                }

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,390 Super User 2025 Season 2 on at
    RE: Import job to update Bank Accounts

    Hi joaoasilva11,

    Have you considered using data data management import with a data entity instead of more cumbersome coding?

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