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Is it possible upload/import this information?
Thanks!
Yes, if you navigate to Vendors, open a Vendor record, then click on the "Navigate" menu of the ribbon, and finally click on Bank Accounts in the Ribbon, it will open up a page that has an Edit in Excel action in the ribbon.
Click that, save the Excel file, open it, and here you can fill out all the Vendor Bank Accounts, and then publish the file back into Dynamics 365 for Financials. The Excel file will have a Microsoft Dynamics plug and you will need to Sign in with the same credentials you use to log into Dynamics 365.
Also note that in this Excel spreadsheet, the Vendor No. column is all the way on the right and you will want to make sure you populate that in addition to the Code, Name and other Bank Account details.
If you are not sure what to populate where, make sure you manually create at least one Vendor Bank Account directly inside Dynamics 365 before you export this file. This will show this record when you Sign In and refresh this list in Excel, and you can use it a point of reference.
I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
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