Functional Scope of Universal Import

Solutioo Universal Import is an extension for Microsoft Dynamics 365 Business Central that allows you to import data from Excel, CSV, XML, and JSON files into any tables. You can define flexible mappings between file columns and BC fields, review records in the import preview, and keep track of each run in the import log.

Core Concepts

Import-Mapping

An import mapping is a reusable template for assigning file columns to fields. It can be reused for recurring imports.

Target Table

Practically any suitable BC table can be selected as the target table, for example items, customers, vendors, price lists, and many more.

Import Preview

The import preview shows what would happen: which lines would be inserted, updated, or skipped, and where errors might occur.

Import Log

The import log documents each run in a traceable way and provides a complete audit trail for your data imports, including export to Excel where supported.

Quick Import...

...automatically identifies the appropriate import mapping based on the column headers in your file. It is ideal for recurring imports.

Virtual Columns...

...allow you to add fixed or calculated values to the import that are not included in the source file, for example default values.

Supported File Formats

The app supports importing the following file formats:

• Excel (.xlsx)
• CSV
• XML
• JSON

Column Mapping

In addition to field-level mapping, you can conveniently manage the assignment of source columns to target fields, including by drag and drop in the interface. For more details, see Assign Columns.