NAV 2013 Universal XMLPort v5

AdministratorAdministrator Member, Moderator, Administrator Posts: 2,476
edited 2014-02-05 in Download section
NAV 2013 Universal XMLPort
The DMS Universal XMLport allows you to quickly import tab-delimited text files into any NAV 2013 table without any development or configuration.

Much faster than pasting from Excel or using the data migration tools.

Full details and instructions at http://blog.dynms.com/2012/09/the-nav-2 ... lport.html

This works the same way the Universal Dataport does ( http://mibuso.com/dlinfo.asp?FileID=1450 ), but is updated to work with NAV 2013

http://www.mibuso.com/dlinfo.asp?FileID=1474

Discuss this download here.

Comments

  • AdministratorAdministrator Member, Moderator, Administrator Posts: 2,476
    NAV 2013 Universal XMLPort
    The DMS Universal XMLport allows you to quickly import tab-delimited text files into any NAV 2013 table without any development or configuration.

    Much faster than pasting from Excel or using the data migration tools.

    Full details and instructions at http://blog.dynms.com/2012/09/the-nav-2 ... lport.html

    This works the same way the Universal Dataport does ( http://mibuso.com/dlinfo.asp?FileID=1450 ), but is updated to work with NAV 2013

    Update 17/10/2012:
    Adds ability to run OnInsert and OnModify triggers and fixes an issue with xRec being equal to Rec when validating values

    http://www.mibuso.com/dlinfo.asp?FileID=1474

    Discuss this download here.
  • tameemabdullahtameemabdullah Member Posts: 17
    This is a great tool for NAV 2013 =D>

    Is there a version of this available for NAV 2009?
  • MarkHamblinMarkHamblin Member Posts: 118
    This is a great tool for NAV 2013 =D>

    Is there a version of this available for NAV 2009?

    Yes, but only for classic client (it's a dataport): http://mibuso.com/dlinfo.asp?FileID=1450
  • AdministratorAdministrator Member, Moderator, Administrator Posts: 2,476
    NAV 2013 Universal XMLPort v3
    The DMS Universal XMLport allows you to quickly import tab-delimited text files into any NAV 2013 table without any development or configuration.

    Much faster than pasting from Excel or using the data migration tools.

    Full details and instructions at http://blog.dynms.com/2012/09/the-nav-2 ... lport.html

    This works the same way the Universal Dataport does ( http://mibuso.com/dlinfo.asp?FileID=1450 ), but is updated to work with NAV 2013

    Update 5/06/2013:
    Newer builds of 2013 enforce the MinOccurs property. This update to the XMLPort addresses that issue.

    Update 17/10/2012:
    Adds ability to run OnInsert and OnModify triggers and fixes an issue with xRec being equal to Rec when validating values

    http://www.mibuso.com/dlinfo.asp?FileID=1474

    Discuss this download here.
  • lethanhlethanh Member Posts: 6
    Thank Admin! It is nice and useful tool.
    Does it support Unicode? I tried with Vietnamese, text is broken :(

    Thanks and best regards,
    Le Thanh.
  • MarkHamblinMarkHamblin Member Posts: 118
    lethanh wrote:
    Does it support Unicode?
    Yes, it does. By default it's set to use ASCII (MSDOS) encoding, but just change the TextEncoding property on the XMLPort and it will do Unicode. See http://msdn.microsoft.com/en-us/library/hh168942%28v=nav.70%29.aspx for more information.
  • lethanhlethanh Member Posts: 6
    Thank Mark and Author! I can import with Unicode Data now.
    I also found another powerful tool, at http://www.mibuso.com/dlinfo.asp?FileID=1535, which can work with Excel directly.

    Thanks and best regards,
    Le Thanh.
  • AdministratorAdministrator Member, Moderator, Administrator Posts: 2,476
    NAV 2013 Universal XMLPort v4
    The DMS Universal XMLport allows you to quickly import tab-delimited text files into any NAV 2013 table without any development or configuration.

    Much faster than pasting from Excel or using the data migration tools.

    Full details and instructions at http://blog.dynms.com/2012/09/the-nav-2 ... lport.html

    This works the same way the Universal Dataport does ( http://mibuso.com/dlinfo.asp?FileID=1450 ), but is updated to work with NAV 2013

    Update 5/07/2013:
    Adds ability to import item tracking lines (serial/lot numbers) on the item journal and reintroduces the ability to run triggers.

    To import serial/lot numbers, include the serial no. and/or lot no., expiration date, or warranty date in the import for table 83 (Item Journal Line). The XMLPort will create appropriate item tracking lines based on that data.

    Update 5/06/2013:
    Newer builds of 2013 enforce the MinOccurs property. This update to the XMLPort addresses that issue.

    Update 17/10/2012:
    Adds ability to run OnInsert and OnModify triggers and fixes an issue with xRec being equal to Rec when validating values

    http://www.mibuso.com/dlinfo.asp?FileID=1474

    Discuss this download here.
  • GeffGeff Member Posts: 22
    Anyone who can outline the steps for using this tool in importing items(inventory) opening balances with lot numbers. Tried but was not successful.
  • MarkHamblinMarkHamblin Member Posts: 118
    Geff wrote:
    Anyone who can outline the steps for using this tool in importing items(inventory) opening balances with lot numbers. Tried but was not successful.

    Hi Geff,

    Here's a sample file that will let you import opening balances with lot numbers. Some of the fields, such as unit of measure, expiration date, warranty date, and unit amount could be left out if you like - they'll default in from item setup. When you import this, import to table 83 and set the option to "Validate all fields". If you need to do serial numbers as well as lot numbers, just add a "Serial No." field to the file.

    Journal Template Name	Journal Batch Name	Source Code	Line No.	Item No.	Posting Date	Entry Type	Document No.	Location Code	Quantity	Unit of Measure Code	Unit Amount	Lot No.	Expiration Date	Warranty Date
    ITEM	DEFAULT	ITEMJNL	1	80216-T	1/22/2015	Positive Adjmt.	MYDOC	BLUE	10	PCS	1.75	LOT1234		7/10/2015
    ITEM	DEFAULT	ITEMJNL	2	80216-T	1/22/2015	Positive Adjmt.	MYDOC	BLUE	20	PCS	1.75	LOT5678	5/1/2015	
    
  • AdministratorAdministrator Member, Moderator, Administrator Posts: 2,476
    NAV 2013 Universal XMLPort v5
    The DMS Universal XMLport allows you to quickly import tab-delimited text files into any NAV 2013 table without any development or configuration.

    Much faster than pasting from Excel or using the data migration tools.

    Full details and instructions at http://blog.dynms.com/2012/09/the-nav-2 ... lport.html

    This works the same way the Universal Dataport does ( http://mibuso.com/dlinfo.asp?FileID=1450 ), but is updated to work with NAV 2013

    Update 5/02/2014:
    Latest update allows you to import Record Notes and Record Links. See documentation header in code or forum for how to import notes/links.

    Works with 2013 and 2013R2

    Update 5/07/2013:
    Adds ability to import item tracking lines (serial/lot numbers) on the item journal and reintroduces the ability to run triggers.

    To import serial/lot numbers, include the serial no. and/or lot no., expiration date, or warranty date in the import for table 83 (Item Journal Line). The XMLPort will create appropriate item tracking lines based on that data.

    Update 5/06/2013:
    Newer builds of 2013 enforce the MinOccurs property. This update to the XMLPort addresses that issue.

    Update 17/10/2012:
    Adds ability to run OnInsert and OnModify triggers and fixes an issue with xRec being equal to Rec when validating values

    http://www.mibuso.com/dlinfo.asp?FileID=1474

    Discuss this download here.
  • MarkHamblinMarkHamblin Member Posts: 118
    To import notes and record links, include a "RecordNote" field and/or a "RecordLink" field with URL. You can specify a "RecordLink Description" field for the link description as well.

    You can import links/notes for new records as they're added, or you can import for existing records. For existing records, you need to specifiy the key fields for the table you want to add links to, along with RecordNote/RecordLink fields.

    For example, to add a recordlink to an existing customer, use a format like below, and set the "Allow Updates" option. ("<tab>" means the tab character separates the fields)
    No.   <tab> RecordLink     <tab> RecordLink Description
    C0010 <tab> www.mibuso.com <tab> This is a link
    C0010 <tab> www.google.com <tab> This is another link
    
    (Note that you can do this for any table, not just customers).

    To create a new customer and add links at the same time, just add whatever additional customer fields you want.

    To add a note to an existing record, use this format:
    No.   <tab> RecordNote
    C0010 <tab> This is a note.\A backslash creates a newline.
    C0010 <tab> Another note on same customer.
    

    If both "RecordNote" and "RecordLink" are provided, a note will be created (the recordlink URL will be stored as well, but not visible from client).
  • wing2299wing2299 Member Posts: 6
    edited 2017-02-02
    Any chance you can extend the xml port to import up to 220 fields such as Purchase Line?

    Can the field name in the import file use Caption instead of Name? For example, in Purchase Line, "Unit Price (LCY)" have the caption "Unit Price ($)".

    For boolean field, can I use "Yes" and "No" instead of "1" and "0"?
  • MarkHamblinMarkHamblin Member Posts: 118
    wing2299 wrote: »
    Any chance you can extend the xml port to import up to 220 fields such as Purchase Line?
    That's a lot of fields - it's likely that many of them will be blank or will have default values that don't need to be imported. You might want to start with reducing the number of fields first (will also improve performance). An alternative is to do a couple of imports - as long as the key fields are in each import and you have "allow updates" on, you can update existing records.

    In NAV2013R2+, it's pretty easy to have "unlimited" fields (and makes the code way less messy), so I may create a branch specifically for 2013R2 and newer, but for now I don't have plans to extend it.
    wing2299 wrote: »
    Can the field name in the import file use Caption instead of Name? For example, in Purchase Line, "Unit Price (LCY)" have the caption "Unit Price ($)".
    You must use the field name. However, if you always want to use caption, you could change this code:
    ltxtFieldName := UPPERCASE(lfrField.NAME);
    
    to
    ltxtFieldName := UPPERCASE(lfrField.CAPTION);
    
    or modify the IF statement after that to check for either name or caption.
    wing2299 wrote: »
    For boolean field, can I use "Yes" and "No" instead of "1" and "0"?
    Yes, you can use 1, T (or True), or Y (or Yes) to indicate TRUE - everything else evaluates to FALSE.
  • DamjanDamjan Member Posts: 38
    Hi,
    What is the point of having a file browser window opened after a file to import data is already selected?
  • MarkHamblinMarkHamblin Member Posts: 118
    Yes, it's a minor pain, but that's how XMLPorts work when run directly. Having a page with the options on it, which then runs the XMLPort programmatically, would solve the problem but also complicates the solution a bit.
  • DamjanDamjan Member Posts: 38
    Hi Mark,
    I have designed an XMLport and set to run from page action, so it works as expected.

    Thanks, Damjan
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