Importing data from XL
Revision as of 05:40, 19 August 2022 by Kpe (talk | contribs) (Created page with "== How to import data == When importing a file you can either update or insert records. After the import is handled a file containing the results are returned to the user. General rules using the import * Validation rules applies by default * Codeunits are triggered by default * Field system names (uppercase) are used by default == Field references == Data plays a special role in regard to what you want to do * When creating data the DataID may NOT be included * Wh...")
How to import data
When importing a file you can either update or insert records.
After the import is handled a file containing the results are returned to the user.
General rules using the import
- Validation rules applies by default
- Codeunits are triggered by default
- Field system names (uppercase) are used by default
Field references
Data plays a special role in regard to what you want to do
- When creating data the DataID may NOT be included
- When updating data a valid DataID MUST be applied
An easy way to get the file format right is to export a couple of records and choosing System format.
Troubleshooting
Complete failure to import can be caused by
- Used field name display values
- Forgot DataID column in an update
- Included DataID column in an insert
Errors in single records could be caused by
- Some required fields are missing
- Status field was left empty
- Values in lookup fields are misspelled