Quick start

Solutioo Universal Import is a universal data import tool for Microsoft Dynamics 365 Business Central. It allows you to import data from files directly into any Business Central tables.

This guide walks you through the process from creating an import mapping to completing the import and reviewing the results in the import log. Terms such as Universal Import, Import Mappings and Import Log can be found using the search function in Business Central identified by the magnifying glass icon.

1

Open the Import Mappings page using the BC search.

2

Click New to create a new mapping.

3

Enter a meaningful name, for example “Item Import Q2.”

4

Select the file type that matches your source file: Excel, CSV, XML, or JSON.

5

Select the target table into which the data should be imported, for example Items.

6

Save the mapping. Then open the Universal Import page, also using the search.

7

Select the import mapping you have just created from the list.

8

Click Upload File and choose your file from your computer.

9

Check the column mapping and assign each relevant source column to the desired target field in Business Central.

10

Click Preview to see which actions are planned for each line.

11

Review the preview and check for insertions, updates, skipped lines, and possible errors before importing.

12

Click Import Data when the mapping and preview match your expectations.

13

Open the Import Log page using the search to review details of the import process, messages and available export options if applicable.