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Import Data Templates

The app Import Data Templates is designed to facilitate easy importation of documents and journals into Microsoft Dynamics Business Central through powerful, configurable templates. Users can quickly import data in its original format without the need for complex data transformations or customizations.

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Use cases

Recurring imports, no customizations

Common use cases for imports include: vendor purchase invoices, customer sales invoices, allocation journals, payroll journals and so on.

Import

The import process can be initiated directly from the specific journal or document page.
Excel, CSV and fixed-length files are supported.
The most common types of Business Central entries are covered:
- Documents: Sales Quotes, Sales Orders, Sales Return Orders, Sales Invoices, Sales Credit Memos, Purchase Quotes, Purchase Orders, Purchase Return Orders, Purchase Invoices, Purchase Credit Memos, Transfer Orders, Assembly Orders and more.
- Journals: General Journals, Payment Journals, Cash Receipts Journals, Sales Journals, Purchase Journals, Job Journals, Job G/L Journals, Fixed Asset Journals, Fixed Asset G/L Journals, Resource Journals, Item Journals, Item Reclassification Journals and more.
Import single files or multiple files within a ZIP archive.
Use mapping rules to map external data to Business Central entities.
Providing specific parameters during the import process for variable data, such as selecting the posting date.
Automatically apply processing actions to the imported data, such as releasing documents or posting journals.

Management and integration

The list of imported files can be saved, also preventing duplicate imports.
Templates can be made available only to specific users.
Import, export and copy existing templates.
Create templates based on example files or export the template structure to be filled with data.
API integration is available to automate the import process from external systems or through Power Automate.

Import Data Templates

Recurring imports, no customizations

Import

Management and integration

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