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Finance | Project Operations, Human Resources, ...
Suggested Answer

Importing data from Excel sheet

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Posted on by 3,124

Hi experts,

I am new to Dixf help me, I want to import the below feilds to update  the customer master data urgently feilds are:

1Customer account 2 customer name3 customer status 4 sales group 5 region 6 country 7 City 8 credit limit 9 terms of payment10 email 11 contact person 12 phone number 13 Address 14 Tax Exempt 

Best Regards

Shabir Ahmad

I have the same question (0)
  • Suggested answer
    Lucas Boewood Profile Picture
    Microsoft Employee on at

    Hi Shabir,


    Please review the documentation on Data Management and Import/Export jobs here:

    Data management overview
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-entities-data-packages

    Data import and export jobs overview
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-import-export-job


    Here is also a great blog on the topic with a more in depth example:

    D365: How to Export/Import data through Data Management Framework (DIXF, DMF)
    https://gfeaxblog.wordpress.com/2017/10/09/o365-how-to-exportimport-data-through-data-management-framework-dimf/


    I believe you'll want to use the CustomersV3 data entity:
    pastedimage1597852496224v2.png

    Or possibly the Customer details V2:
    pastedimage1597852526505v3.png


    I hope that helps!

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,429 on at

    Hi Shabir,

    There are a few known issues with excel as source for DIXF. You can try using csv as a format instead.

    You can follow this post in case you need any guidance for the same -

    daxusers.wordpress.com/.../

  • Martin Dráb Profile Picture
    239,636 Most Valuable Professional on at

    Lucas gave you links about D365FO, not AX 2012. Documentation for AX 2012 is here: Data Import/Export Framework (DIXF) user guide.

    Do you have any particular problem that you want to discuss?

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