Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / How to import sales or...
Finance forum
Answered

How to import sales order using data management tool

Posted on by Microsoft Employee

Hi I would like to import sales orders by specifying customer and items, and the import will create new sales order headers and lines.  I am wondering what entities to use and what excel template should look like,.

Categories:
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to import sales order using data management tool

    Great, thank you very much!!

  • Verified answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,643 Moderator on at
    RE: How to import sales order using data management tool

    You have to do it as two steps process. First headers  with sales order number auto create and then lines. You can also use salesorderV3Entity which is composite entity , uses above two entities  but in that case you have to use xml as format. You can not use xml. Take a look at below links to see how you can use it

    mukesh-ax.blogspot.com/.../dynamics-365-operations-composite-data.html

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to import sales order using data management tool

    Thank you Sukrut!  I looked at the exported template for SalesOrderLineV2Entity, is has Sales order number.  Assuming the import is to create header and lines, how would I specify sales order number on the sales order line template as it's unknown at that point?

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,643 Moderator on at
    RE: How to import sales order using data management tool

    You can use SalesOrderHeaderV2Entity for SO header and SalesOrderLineV2Entity entity for lines. To get the excel template put these entities in data project and do export for single sales order (You can use filter to put single order)and download the template.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans