As part of our series to give Dynamics GP users more insight into how to do their standard processes in Dynamics 365 Business Central, this blog and video goes over our next topic – how to easily import data into Dynamics 365 Business Central.
When working with ERP systems, you are likely to come across situations where you have lots of data that you would rather import into the system rather than keying it manually one record at a time. If you are coming from Dynamics GP, you are likely using some sort of application (i.e. Integration Manager, SmartConnect, etc.) to import your data.
A benefit with Dynamics 365 Business Central is that you have that same functionality already included out of the box. Dynamics 365 Business Central has a popular feature called ‘Configuration Package’ which allows you to create an import package where, once created, you will be able to import data from Excel into any table in Business Central. The process is quite simple as shown in the video below.
In the video, we go over the following:
- How to use the ‘Inspect pages and data’ function to find which table stores the data you are trying to import
- How to easily create a configuration package that will be used to import data from Excel into Business Central
- Provide a demo of using the configuration package to import customer master records
Another benefit of this feature is you can also use it to modify fields of existing records. For example, you can use it to mass block a group of vendors as shown in the video above or put numerous invoices on hold. Instead of keying those changes one at a time, you can import those modifications from Excel into Dynamics 365 Business Central.
Some sample of areas where you can use this functionality:
- New GL Accounts
- New Customers
- New Vendors
- New Items
- Sales Header
- Sales Line
- Purchase Header
- Purchase Line
- General Journal Line
- Item Journal Line
- Sales Price
- Purchase Price
The above list outlines a few popular areas where this import function can be used. The list of tables you can use this function and the creative ways you can create import files, is numerous. Once the configuration package is setup, you will have Excel templates that can be used again and again to import data into Business Central.
If you would like assistance in setting up configuration packages, or if there are other types of functionalities in Dynamics 365 Business Central that you are interested in seeing a demo of, feel free to reach out to us.
For an overall comparison of the two systems, read Dynamics GP vs Dynamics 365 Business Central.
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