web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Load Sales Invoice (an...

Small and medium business | Business Central, N...

Answered

Load Sales Invoice (and lines) into BC from Excel

(0) Share

Report

Report

Posted on by Ming Chen

194

Hi,

We're trying to import Sales Invoice and Lines (actually only 1 line per Purchase Invoice) into BC by Excel plugin.

But if we import data from Excel into Sales Invoice, we can't load lines at the same time.

Is it possible to

Use Excel to load both invoice and line (1 line) at the same time?

or

Use Excel to load twice, 1 for Sales Invoice and 1 for Sales Invoice Lines?

-Best Regards,

Ming

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (1)

Sort by

Suggested answer

JAngle 157 on at

Like (0)

Report
Copy link

Link copied!

Try out configuration packages. Could be used for both or just the lines:

docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

Was this reply helpful? Yes No
Verified answer

YUN ZHU 100,644 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi, For standard functions, you can use Configuration Package to import Sales Invoice Header and Sales Invoice Lines from excel, but it needs to be divided into two sheets in one excel file or two excel.

If you can develop, you can use excel buffer to import.

More details: https://yzhums.com/4223/

Hope this will help.

Thanks.

ZHU

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1

OussamaSabbouh 1,995 Super User 2026 Season 1

#2

YUN ZHU 1,147 Super User 2026 Season 1

#3

AndrewThomas81 893

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans