CSV file import and export

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From the standard user interface its possible to both export and import CSV data files.

Exporting CSV data

  1. In list mode of an solution click the XL sheet icon.
  2. Choose relevant


Importing CSV data

In list mode of an solution click the Package import icon.

New data (insert)

Changes to existing data (update)

Existing records will be mached using one of the following methods

  • Lookup by column named "DataID" in the import file
  • Match by database lookup of all fields marked with "Is part of a unique key"

On the matching columns present in the file will be updated.

Understand how imports work

Data inserts and updates are carried out by a system user, that has exactly the same priviledges as a normal user. If field permissions are missing field value changes will be ignored, and if restriction is not met the operation will fail as normally. Finally all dynamic effects are the same, including status actions, codeunit execution etc. The later can however be disabled explicitly when uploading data to the server.