Import

How can I import chart of accounts,inventory,customer,vendor etc from an excel file to navision. Regards Rainu Jacob

Either you can use the templates provided by Microsoft or you need to export as CSV from Excel and write dataports to import the data into the Navision tables.

Make sure that you run the necessary triggers when inserting new records so that supporting tables are also setup.

Actuall the best thing would be that you use MBS provided templates, as long as you are running Navision 3.70B or 4 … …otherwise, if there you are only going to import master files like the ones that you are describing, then simple dataports would be adequate (by taking into consideration that the entries are valid). [:D]

There are a lot of ugly things which can happen when you do a “simple” dataport from Excel— especially if you create a text file first. The three biggies are: making sure leading zeros in account numbers, ZIP codes, social security numbers, etc. don’t get zapped; making sure that fields with commas in them end up being ONE field with NO quotes around them; and making sure that unique key fields are in fact unique. Also, look out especially for outdated data (e.g., stale addresses, etc.), phone numbers with wrong or missing area codes, incorrect state/province/country codes, and duplicate entries. You may want to hand the data off to a merge-purge house which specializes in cleaning up customer/vendor lists.

You can use dataport. To use dataport look into the training manuals

quote:

How can I import chart of accounts,inventory,customer,vendor etc from an excel file to navision. Regards Rainu Jacob
Originally posted by rainu - 2005 Feb 17 : 07:41:40