Import Data on D365F&O

 

            D365 F&O Technical Consultant

How to Import data via Data entity in D365F&O:

Step 1:        

•  Create a Project in Visual Studio named as TM_CustomerDataEntity(Example)
•  Create a table named as TM_SampleTable (Example) 
•  Set the Primary key
•  Add relation
•  Right-click on the table created by you--> click on addins--> create data entity as shown in fig 1a.
•  It will create a stagging table, 2 security privileges(Maintain and view), and a data entity as shown in fig 1b.

                                                                        Fig 1a

Fig 1b

• Note:     The sole purpose of the staging table is to get data from files to F&O where you can work with the data. Business logic, including validations, is executed by data entities in the step, where data is validated and imported.

Step 2:

    IMPORT DATA FROM EXCEL TO D365F&O:

• Create an excel sheet with dummy data as shown in fig 2a and it should have same column as in your table.

Fig 2a

• Go to front end(internet explorer)->DataManagement-->FrameworkParamenter-->EntitySettings            ->Refresh
• Go back and click on the import button, as shown in fig 2b.

Fig 2b

• Add all the details as shown below in fig 2c.

• Click on the view map to resolve that error.

Fig 2c

• We see there is no proper mapping between the source file and the staging table as shown in fig 2d.
• Click on the view map to view the errors--> click on mapping details to map the fields between the source file and the staging table.

Fig 2d.

• Map the source field and staging field.
• Delete those fields that are not there in your staging table & save them. 
• Once the mapping is done, it will look something like below fig 2e.

                                                                        Fig: 2e

• Go back to Data Management interface-- > Select your import name and click on run project as shown in right side in the fig 2f.

Fig 2f.

• Select your Data entity record and click on the import button in the action pane, as shown below in fig 2g.

Fig 2g.

• Finally, click on the refresh button, and is completed.

                                                

                                                                        Thank you