Import employee master in dynamics ax 2012

Finance and Operations/AX User Forum
1

hello,

I have three questions in my mind now:

1.how do we import the employee master in ax using excel, and the condition here is that i’ve got a many sheets in the excel file.

2.The sheets in the excel have both employee as well as contractor details, so my question here is do i have to import both employee and contractor at one time or separately.

3.when do we exactly import a master say employee master, i.e, after the basic setups are done or after doing the customisations.

Thanks in advance

2

Hi Vyas,

Please refer below link

http://krishhdax.blogspot.in/2012/03/ax2012-import-hcmworker-or-employee.html

Best Regards,

JT

3

Hi JT,

thank you for taking the time and replying, but i was looking for a functional solution for it in the excel add-in. though the link maybe useful if i fail in importing through excel.

Thanks

4

Hi Vyas,

For importing data through excel add in you can refer below link

http://waqasb.blogspot.in/2012/02/dynamics-ax-2012-data-import-using.html

For listing out tables which are needed for importing employee you can below link.

http://krishhdax.blogspot.in/2012/03/ax2012-import-hcmworker-or-employee.html

Best Regards,

JT

5

thank you for this

you have already sent this and this is for technical people i’m a functional consultant and don’t understand those codings.

i got the answer for how to import but i din get the answers for other two questions.

6

By not understanding the response you confirm it is not the role of a functional consultant with the lack of technical knowledge or understanding of the database structure to undertake an import design of this kind. Importing into AX is not a cut and paste job.

You either need to understand it, or get someone to perform the import who does understand it, otherwise it will not work.

7

  1. Same table, same time.

  2. Depends on movement of employees, but at the earliest after customisations are complete otherwise your data import could be incomplete for customised data on the employee.

8

Hi Vyas,

You donot need to understand the coding. Just referring that link you can able to know which are the tables employee master are using.

Best Regards,

Jagannath Tripathy

9

Hi,

Thank you Adam for your reply, but for the solution of the 3rd question brings me another doubt, that say if I’m customizing some tables in payroll and i import the employee master before customization will it affect the data of the employee?

regards

10

Hi Vyas,

Best approach would be after customizations you need to import data.

Best Regards,

JT

11

Hi JT,

thank you for the reply, will try the things you told.