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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to import sales or...
Small and medium business | Business Central, N...
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How to import sales orders into Dynamics 365 Business Central

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Posted on by Community member
I would like import some previous orders into Dynamics 365 Business Central, but I don't know how to do that.
Hope I could find an answer here, thanks
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    How to import sales orders into Dynamics 365 Business Central
    I also recommend the Configuration Package. If you need to customize it, you can also consider some of the following methods.
    How to use Excel Buffer to Import data
     
    How to import data from CSV (comma-separated values) file
     
    How to import files from a zip file (Bulk import attachements and Excel files)
     
    Hope this helps.
    Thanks.
    ZHU
  • Kenneth Q Madsen Profile Picture
    Kenneth Q Madsen 21 on at
    How to import sales orders into Dynamics 365 Business Central
    Configuration Packages is a very strong tool for this. But definitely be careful when playing around here also - get help if you are unsure.
     
    If you have the data in a different system, you could also publish some webservices and go the integration route. But if it is a one-time thing, a config package is definitely better.
     
    Depending on how many it is, you should also consider the good old 'manual labour', since you will probably have to learn the config module first. But this is of course mainly if you don't have too many orders to import.
     
    /Kenneth Q. Madsen
  • Suggested answer
    Tamilarasu Arunachalam Profile Picture
    Tamilarasu Arunachalam 560 on at
    How to import sales orders into Dynamics 365 Business Central
    Hi Frank Zhao,
                 Hope you are doing good!
           
                 You can use Configuration Package to import the data to the Sales Order.
     
                 Kindly refer the below link to do so.
                 https://yzhums.com/4286/
     
                 If this answers your question, mark this as verified
     
    Thanks,
    Tamilarasu Arunachalam

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