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Import Data Templates

Import documents, journals, master data, price lists and bank statements into Business Central from Excel, CSV, JSON and XML files. In their original layout, with no developer.

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How it works

Configure the template once, reuse it every time

After installing, an assisted setup wizard introduces the app and lets you pick the example templates to create, with their sample files.

1. Create a template

Pick the target page (Sales Orders, Purchase Invoices, General Journal), upload a sample file and map the columns to Business Central fields. Example templates are included.

Import Template card in Business Central with header and line fields mapped to the file columns

2. Import from the page

Open the journal or document list, choose the import action and the file. Values are validated before anything is written: errors are listed with line and column.

Purchase Orders list in Business Central with the Import Template action

3. Let the app finish the job

Release the documents or post the journal lines automatically, and keep a history of the imported files.

Message after the import: Created 3 documents
Features

From the file to the document, with nobody in front of the screen

Suggest with Copilot

Give Copilot a sample file and it proposes the whole template: the field for every column, default values, date and number formats, the column that separates the documents. Tell it in plain words what the file does not say and it adapts the proposal. Every line comes with its reason, nothing is saved until you keep it, and the result is an ordinary template. It runs on the Business Central AI resources: nothing to install, nothing to configure.

Copilot proposes the template from a sample file; every line reviewed before saving

Automatic imports

Drop the files in a SharePoint, Azure Blob Storage or Azure File Share folder and a job queue imports them: each file on its own, archived when it succeeds, parked with its error when it fails, every run recorded in the import history. A webshop that exports its orders or a bank that delivers its statements needs nobody in front of the screen.

Automatic Template Imports list with an enabled automatic import and its last run

Bank statements

The CSV or Excel file exported by the bank goes straight into a payment reconciliation journal: the import creates the journal for the bank account, fills the statement lines, updates the ending balance and, if you ask, runs the automatic matching. A file with several bank accounts produces one journal per account.

Payment reconciliation journal created by a bank statement import

JSON and XML files

The same templates, engine and actions read JSON and XML: describe the repeating node of the file, map each value by its path, and document separation, formats, mapping rules and parameters work exactly as with a spreadsheet. Webshop exports, API dumps and EDI-style feeds import without a conversion step.

Master data, price lists and inventory

  • Master data: customers, vendors and items are created or updated from a file, matched by their number, together with what belongs to them on the same row: bank accounts, ship-to addresses, item references and barcodes, units of measure, attributes and default dimensions.
  • Price lists: supplier and sales price lists are imported into the price lists of Business Central, matching the existing lines on their content. Template actions close the prices that a new file replaces and activate the imported ones, so a price update is one import.
  • Item tracking: sales and purchase lines are imported with their serial, lot and package numbers and their expiration and warranty dates, ready to post. Rows that differ only by lot or serial number can be grouped into one line.
  • Physical inventory counts: import the counts into the lines that Calculate Inventory created, matched by item, variant, location and bin. Excel workbooks with a sheet per counting team import in one run.
Use cases

Recurring imports, with no customizations

What gets imported every day

  • Vendor invoices and purchase orders received as spreadsheets
  • Sales orders and invoices from webshops, marketplaces, EDI or API exports
  • Payroll and allocation journals from external systems
  • Bank statements into payment reconciliation journals
  • Customers, vendors and items with their related records
  • Supplier price lists and sales price updates
  • Physical inventory counts, one sheet per team

Supported documents, journals and formats

  • Documents: sales and purchase quotes, orders, return orders, invoices and credit memos, transfer orders, assembly orders and more.
  • Journals: general, payment, cash receipt, sales, purchase, project, project G/L, fixed asset, fixed asset G/L, resource, item, item reclassification and payment reconciliation.
  • Files: Excel (one sheet or all the sheets of a workbook), CSV, fixed-length text, JSON and XML, also inside a ZIP archive.
Configuration and automation

Rules, checks and integrations

  • Mapping and transformation rules translate external data into Business Central values: code translation, multiply (amounts in cents, unit conversions), invert sign, concatenation of several columns into one field, date formulas and dimensions.
  • Import parameters ask the user for variable values at run time, such as the posting date or the journal batch.
  • Processing actions run automatically after the import, such as releasing documents or posting journal lines.
  • History and duplicate prevention: the list of imported files is kept and a file cannot be imported twice.
  • Templates you can share: copy, export and import templates between companies and environments, restrict a template to specific users, and export the empty structure to hand to whoever produces the file.
  • API to automate imports from external systems or from Power Automate.
Template Examples page with the example templates and their sample files
Resources

Documentation and free trial

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