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Small and medium business | Business Central, N...
Answered

Customer & Vendor Master data upload in Business Central

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Posted on by 90

Hi Experts,

I am new to BC, just started learning, could you please help me how to upload master data (customer and Vendor) in Business central. Is there any steps to upload data into BC, could you please share the details.

Regards,

Frank

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  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    Hi

    You can use "Configuration Package" to upload the data. See below links.

    For Customer you need table 18 and for Vendor you need table 23.

    My suggestion is that in Sandbox create new vendor / customer (see below link) then see what information you need. Also, pay attention to Bus Posting Group, Vendor/Customer Posting group, etc. This way when you download the package you know which data you need for each customer/vendor

    Please see Dallefeld important tips below as well. 

    Always always practice in sandbox first to make sure you know how to use the package and if your package is correct.

    www.youtube.com/watch

    www.youtube.com/watch

    Create new customer:

    usedynamics.com/.../

    Create new vendor:

    usedynamics.com/.../

  • Suggested answer
    Dallefeld Profile Picture
    211 User Group Leader on at

    To add to @MahGah's response....

    Before you load customers and vendors, you should create your customer posting groups and vendor posting groups. If you plan to have inventory then also you need general business posting groups on each customer and vendor. You need payment terms, currencies (if you need them), salespeople/purchasers (you might want), and don't forget contacts. If you are using dimensions and want some values to default from customers and vendors into your transactions, that's another consideration.

    As you look at the configuration package, many of the fields have table relations so consider if you need or want data in those tables as well.

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