How to import and export master data using excel template

insanni

Hi,

i would like to prepare some master data, eg customer, vendor, item, etc in excel to import to navision
what step i must do ? is there any template that i can use or where i can find the templates ?
thank u

kriki

I don't know if any templates exist.
The way I do it always when importing from Excel:
-create columns in excel that you would fill in Navision.
-when finished the excel, delete the headerline and save as TAB-seperated
-Create a dataport in Navision with properties:
FieldSeparator=<TAB> // you must use the <> and TAB must be in uppercase. Using TAB is better than the standard seperator, because if that sign is used in the data, the dataport can go nuts.

-in case you import items, the "Base of Unit Measure" must be created in another table. When importing, this is not done automatically, so you have to write some code in the "OnAfterImportRecord()"-trigger.

Something like:
recItemUnitofMeasure.VALIDATE("Item No.","No.");
recItemUnitofMeasure.VALIDATE(Code,Item."Base Unit of Measure");
recItemUnitofMeasure.VALIDATE("Qty. per Unit of Measure",1);
recItemUnitofMeasure.INSERT(TRUE);

bbcai

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