Check that the vendtable table is not associated to Party. To import vendors, add the following code. Create a Party entry for the customer.ĭirId = DirParty::createPartyFromCommon(custTable).PartyId ĭirParty::updatePartyFromCommonInsert(custTable.PartyId,custTable) If (!custTable.PartyId || custTable.PartyId = '')

Check that the custtable table is not associated to Party. In the Table setup dialog box, click the Conversion tab, and then add the following code for imports to the CustTable table after the default line in the window. In the Data-export/import dialog box, select the definition group that you created by using the Excel Template Wizard, and then click Table setup. In the Navigation Pane, click Administration, expand Periodic, expand Data export/import, and then click Definition groups. The Address book ID field is populated when you import the Excel spreadsheet by using the number sequence that you set up in step 10. The Excel spreadsheet that contains the data that you want to import is populated. Note The number sequence that is selected cannot be set up as continuous.įind the file that you created in step 3. In the Navigation Pane, click Basic, expand Setup, expand Global Address Book, and then click Parameters.Ĭlick the Number sequences tab, and then verify that a number sequence is selected for the address book ID. The required fields for a CustTable import are as follows:įollow the steps in the wizard to complete the import. On the Select fields page of the wizard, expand Customer, and then click to select the fields that you want to import to Microsoft Dynamics AX. On the Generate fields list page of the wizard, click Next. Note For vendors, click VendTable in the Available objects area. On the Select tables page of the wizard, click CustTable in the Available objects area, click the > button to insert the object into the Selected objects area, and then click Next. In the File name field, enter the name of the file that you want to use, and then click Next. In the Excel Template Wizard, click Next. In the Navigation Pane, click Administration, expand Periodic, expand Data export/import, expand Excel spreadsheets, and then click Template Wizard. To import customers in Microsoft Dynamics AX 2009, follow these steps: However, you can also follow these steps to import vendors. These steps describe how to import customers. This article describes how to import customers in Microsoft Dynamics AX 2009 from a Microsoft Office Excel spreadsheet. How to import customers and vendors in Microsoft Dynamics AX 2009

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