Title: Message
The original thread of this discussion was 
"
I am working on setting up my very first company in Axapta.  I am
about to start entering G/L accounts.  Naturally, it would be much
easier to import them all. So, my specific question is: is there a
way to import COA?  And, in general, what are importing/exporting
optioins in Axapta?

"
 
In order to accomplish that one needs to either build a CSV import file and then make an Axapta import definition to process it or use the Axapta Excel Import functionality. I personally prefer the CSV import because it is much faster and more flexible.
 
To use the CSV option...
  • Go to menu Application / Periodic / Data export/import / Definition groups
  • Create a new definition group of type Custom
  • Define the table setup for the definition group
  • Launch the Import engine using the definition group as the input criteria
To use the Excel option...
  • Go to menu Application / Periodic / Data export/import / Excel spreadsheets / Template wizard
  • Run the wizard to create a workbook containing template worksheets for the Axapta tables you want to import data into
  • Save the worksheets to single sheet new workbooks to simplify the import process
  • Go to menu Application / Periodic / Data export/import / Definition groups
  • Create a new defintion group of type Excel import
  • Define the definition group table setup
  • Launch the Import engine using the definition group as the input criteria
A third option exists and that consists of inporting and exporting Axapta native data...
 
To import native data one must have a dataset consisting of  Axapta .def and .dat files. These can be found on the Axapta application installation CD or in the application image files available at Navision PartnerGuide or MBS PartnerSource. At that point import by...
  • Launching the Axapta Import Engine (Go to menu Application / Periodic / Data export/import / Import)
  • Pointing at the Axapta .dat file
  • Launching the import
To export native...
  • Go to menu Application / Periodic / Data export/import / Definition groups
  • Create a new definition group of type Custom
  • Define the included table groups for the definition group
  • Define the options for the definition group
  • Save the definition group
  • Use the Export button on the definition group to invoke the export engine
  • Name the export file
  • Execute the export 
The export functionality is also useful to get a csv template for building an import file...
  • Create one record in the table you want to import
  • Create a definition group type standard
  • Define the table that you want to import for the definition group
  • Save the definition group
  • Launch the Export engine
  • Set the export file type to Comma
  • Execute the export
  • Now you have an import template file with the correct field types and formats
  • Import the exported file into Excel
  • Use the spreadsheet to build the import file
  • Repeat the steps listed above for the CSV import
Hope this helps. Now get the Joy of Work!!
-----Original Message-----
From: NITESH SETH [mailto:[EMAIL PROTECTED]
Sent: Thursday, August 19, 2004 2:15 AM
To: [EMAIL PROTECTED]
Subject: Re: [Axapta-Knowledge-Village] looking for tips on importing/exporting data

I Hi serioga,
Goto Main Menu,Administrator,Periodic.Data Import/ export, here u ll find  import and export function.
Regards
Nitesh


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Sharing the knowledge on Axapta.


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