Data management import, how to reload the source files?

Like (0) Share

Report

Posted on 6 Feb 2024 19:59:09 by Community member

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

All responses (6)

Answers (1)

Martin Dráb 232,552 Most Valuable Professional on 08 Feb 2024 at 04:29:19

Like (0)

Report

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 4 on 07 Feb 2024 at 22:41:52

Like (0)

Report

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 232,552 Most Valuable Professional on 07 Feb 2024 at 05:35:19

Like (0)

Report

Data management import, how to reload the source files?

Here are pictures for the description I gave in the first reply:
André Arnaud de Cal... 293,411 Super User 2025 Season 1 on 06 Feb 2024 at 22:16:18

Like (0)

Report

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 7,766 Super User 2025 Season 1 on 06 Feb 2024 at 21:24:01

Like (0)

Report

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

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
Martin Dráb 232,552 Most Valuable Professional on 06 Feb 2024 at 20:23:33

Like (0)

Report

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.

Community site session details

Data management import, how to reload the source files?

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Leaderboard

Featured topics

Product updates

Community site session details

Data management import, how to reload the source files?

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates