Import File Export From Another System

This chapter describes how to import a file export (of document lines) from another system into your Business Central.
Please note that only the following file formats are supported for importing document lines:

  • CSV
  • TXT

To import document lines from a file in another system into your Business Central, proceed as follows:

  1. Open the search field (ALT+Q) and search for the page Document Line Transfers.
  2. The Document Line Transfers page is displayed.
  3. Click on the New option in the menu bar to create a new document line transfer for importing data from a foreign system file.
  4. Enter a code for the document line transfer in the Code field.
  5. Enter a description for the document line transfer in the Description field.
  6. Under Type, select the business area for which you would like to use the document line transfer.
  7. Open the file from which you want to import document lines into your Business Central.
    import-file-export-from-another-system
  8. Under File Format, enter the format of the file from which you want to import document lines into your Business Central. In our example here, this is a CSV file.
  9. If your import file has a header line, as in our example, activate the Has Headline checkbox.
  10. In the Columns tab, enter the information in the order in which it is contained in the file. In our example, we have the information No. as the first column in the CSV file.
  11. To include this information in the document line transfer, enter the value 1 in the Column No. column on the Columns tab. This defines the first column in the document line transfer. To be able to import the item number, you must enter the corresponding value in the Field No. column. In our example, this is the value 6 (item number). The information in the Field Caption and Column Name columns is added automatically.
  12. Proceed in the same way with the other information from the file you wish to import.

You have created a document line transfer that you can use to import information into your Business Central. Please note that only the information that you have defined in the document line transfer will be imported.