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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Data management import...
Finance | Project Operations, Human Resources, ...
Answered

Data management import, how to reload the source files?

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Posted on by Community member 4
Hello,
I have a scenario where I test the import using a subset of data.
If errors, I may fix the content of the source files.
If it works without error, then I will try to import the entire files.
I regenerate the source excel/csv files with no limit on the rows.
I generate the source files using a SQL Table valued function with Company and rows parameters.
So far, I could only update the data by adding again the same entity to the import project, which will replace the data.
My question is: Is there a setting or a button that will tell D365 to reload the source files automatically when I import, without having me doing it manually one by one before importing?
Thanks,
Philippe
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Data management import, how to reload the source files?
    Of course that there are data management APIs for integration purposes. It wasn't clear to me that you're going to develop an integration that will actively push files to F&O.
  • Community member Profile Picture
    Community member 4 on at
    Data management import, how to reload the source files?
    Thanks Martin Dráb. This is still very manual adding he same files again is similar.
    Do you think it would easier to automate using API's or o'data?
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Data management import, how to reload the source files?
    Here are pictures for the description I gave in the first reply:
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Data management import, how to reload the source files?
    Hi Philippe,
     
    There is no other option than reloading the files as you are doing today and as suggested by Layan.
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,264 Super User 2024 Season 2 on at
    Data management import, how to reload the source files?
    Hi Community member,
     
    For me I always remove the entity from the project and add it again.
     
    I found a similar question but for export. It has two suggestions so check them out
     
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Data management import, how to reload the source files?
    I'm not sure about the exact wording (without checking F&O GUI), but as I remember, when you go to data management workspace, you have an option to either run or load a project. If you run it, you have an option to upload a new file and import it.

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André Arnaud de Cal... 291,642 Super User 2024 Season 2

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Martin Dráb 230,371 Most Valuable Professional

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