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Hi,
My company needs to import data in scheduled fashion from csv files.
Before customizing Dynamics 4 we would like to see if it possible to use what Dynamics already offers us to do so.
We noticed that creating a "definition group" there are three ways to set up import batches:
Standard, Excel, Custom
"Custom" would be perfect for our needs. Unfortunately we cannot find a way to schedule it.
Does exist such way? Is there any viable alternative?
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Hello,
To my knowledge, the custom import would work for importing a csv file. You would enter a "," for the field seperator. The custom option also gives you areas to write some logic to convert or set import criteria (conversion and import criteria tabs). However, the custom import still needs to be ran on a manual basis.
I would suggest writing a class that extends RunBaseBatch. In this class you should read in your data from a csv file and update / insert records into your table(s) accordingly. Then you schedule the class to run whenever needed. There are a bunch of examples online that will show you how to read in data from a file.
Hope this helps.
Regards.
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