Import chart of accounts

Dynamics 365 Business Central/NAV User Forum
1

Hello everyone,

I am new to microsoft dynamics navision 2009 and I need help. I have a chart of accounts on excel and I want to import this in navision. Can someone please help?

Thanks,

Teena

2

Hi Teena & Welcome to Dynamics User Group,

Firstly, to get quicker and better response now onwards please post the query in right forum, your question is about NAV and you have posted in Ax forum.

Regarding import of COA, read the following post and if that doesn’t help use Search on this website:

http://dynamicsuser.net/forums/p/30820/161391.aspx#161391

If still you have doubt, then please feel free to ask those.

3

if u still haven’t gotten an answer contact me on email or gchat and i’ll be glad to guide u… sad00007@gmail.com

4

Hi Teena,

using dataport u can import chart of account…

in nav 2009 this is the way to import all…

5

Hi Teena…

We can Import chart of accounts using Dataport… U have an excel file of ur chart of accounts. you have to arange the columns in a particular way. You have to keep your columns according to the order of in column in your Navision. the common format is given below…

No I Name I Income/ balance I Account Type etc…

then save excel file in .CSV format. then open ur NAV and take object designer - Data port then click on NEW button and in that window, select G/L account in Drill down. then press " esc " then give yes when ask to save changes. then give ID ( it should be greater than 50000) give description andpress Ok. the press design. take view and click field menu and select the columns you want. then click dataport fields and click ok… Then Run the created data port. and give the path in the Options Tab. make sure that we selected in the import field. then press OK… thats all…[:D]

6

[:^)] Using dataports? In NAV 2009?