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How to import General journals using excel through code

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Posted on by Rahul.p

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Hi Experts,

We want to import General journals using excel through code in D365FO.

Please share your information.

Thanks & Regards

Rahul

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Development / Customization / SDK

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nmaenpaa 101,166 Moderator on at

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Import from where? You can use data management projects and data entities to set up an endpoint in D365FO. Then you can send excel files to that endpoint from any source by using LogicApps, Flow, Recurring integration scheduler, Biztalk or similar.

This is the simplest way and doesn't require any coding.

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Rahul.p 632 on at

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Can you send me any link we want to import it from General Ledger -> Journal entries -> General journals

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nmaenpaa 101,166 Moderator on at

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If you mean that you want your users to be able to import when they are on the General journals form, you can just use the "Open lines in Excel" button that you already see on that form. You can use it to import data.

Could you perhaps share more details about your business requirement, if I did not manage to answer your question.

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Rahul.p 632 on at

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My business requirement is we want to add new button in General journals form and if user click on this button (New created button) then data should import.

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nmaenpaa 101,166 Moderator on at

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I really suggest you go with the existing standard feature which you can use without any additional cost.

But if you want to develop your own button, Sukrut has written a blog about how to add a button that reads CSV file: community.dynamics.com/.../d365fo-use-of-fileupload-control-to-read-csv-file

If you want to upload Excel instead of CSV, you will find plenty of information on how to handle Excel files in x++ by searching the web.

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Ludwig Reinhard Microsoft Employee on at

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Hello Rahul.p.,

I agree with Nikolaos that this can be achieved with the standard tools in Dynamics and the powerplatform.

Making a system modification is not needed for that.

Best regards,

Ludwig

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Sukrut Parab 71,710 Moderator on at

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I agree with what is suggested above , instead of using custom code you should use data management . Here is another blog post from me which shows , how you can utilize data management workspace to import General journal from Journal screen . Its very minimal code just to open data management workspace with your pre configured data project and rest is standard data management . You can utilize any format you want , for example csv , excel , data package etc.. Some of the code is to modify data management workspace , you can do that using security as well.

community.dynamics.com/.../d365fo-import-general-journal-using-data-entities-with-restricted-access-to-data-management

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