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Dynamics AX 2012 – How to import data using office Add-in

with 4 comments

Dynamics AX 2012 – How to import data using office Add-in

In AX 2012 MS provide a very easy way to import data into AX through office Add-in. Following are the step by step procedure:

Take the example of chart of accounts:

1-      In MS Excel, select Dynamics AX tab.

2-      Click Add Data > Add Tables, this will open a dialog displaying AX tables. Here you must know the table names in which you would like to import the data.

3-      In our case we select MainAccount (Chart of Accounts)

Import1

4-      Click OK.

5-      This would show MainAccount table on left side of excel sheet as mentioned below and by default added al the mandatory columns on Excel, like:

Import2

6-      User can add desired filed by drag and drop in our example we are adding Reference ID (can be seen in next screenshot) which refers to Main account category.

7-      Once done by adding columns (fields), click Fields button, this will hide the Main account fields from left and enable other links. System will refresh the form on clicking Fields button so please do not add data before clicking it.

8-      Click Refresh it will start displaying the data that already exist in AX in the selected table. Can be seen in blue circle in next screenshot, this step is not required by the way.

9-      Enter data that you would like to import, in our case we enter following values: can be seen in green circle in next screenshot.

  1. Chart of accounts: COA
  2. Main account: 110110
  3. Name: Bank Account – USD
  4. Reference ID:  1 (Note: reference id 1 is Cash in my case)

10-   Save the sheet and click Publish.

Import3

11-   It will start processing and once done user can see a sheet “Dynamics AX Status” with results, it provide the log of the import if there is an error or success.

a- Success Message

Import4

b- Failure Message

Import5

Written by Adeel Rehman

July 26, 2013 at 8:01 AM

4 Responses

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  1. We are getting the same error as above.
    kindly help us for this error.

    Pratap

    September 13, 2013 at 10:40 PM

  2. Hi Rehman

    I am also getting the same failure message.can you please help me out in resolving it.

    Thank You

    Imran

    September 14, 2013 at 8:22 AM

  3. To get this error I purposely entered wrong value in the field or didn’t filled it, can’t remember exactly but it should appear in either of these cases, so please do check if you are providing correct value.

    For an example if I provide a wrong reference number I will get this error message, Say reference number here is referring to Main account category and if I enter “1” it picks up “Cash” but if I enter “2002” it gives me the same error because no category exist with this reference ID in my AX.

    To make it easy, first export 1 or 2 record from AX, you will be able to locate correct fields then you can enter correct data and import easily.

    Adeel Rehman

    September 16, 2013 at 6:53 PM

  4. Hi All,

    I want to upload retail stores through this method but unable to do so, infact my AX Status sheet is not showing any record failures. I am using retailstore table to import stores to AX. On the other hand I have created warehouses using this Excel add in. Kindly help me in this area.

    Thanks and regards.

    AX user

    March 25, 2015 at 3:50 PM


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