Data management import, how to reload the source files?

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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

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Martin Dráb 237,882 Most Valuable Professional on at

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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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Layan Jwei 8,112 Super User 2025 Season 2 on at

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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

https://community.dynamics.com/forums/thread/details/?threadid=69461ad6-31c4-43be-bc77-8881acf58492

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

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Philippe,

There is no other option than reloading the files as you are doing today and as suggested by Layan.

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Martin Dráb 237,882 Most Valuable Professional on at

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Here are pictures for the description I gave in the first reply:

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Community member 4 on at

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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?

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Martin Dráb 237,882 Most Valuable Professional on at

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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.

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