This video provides a comprehensive guide on importing Excel data into Business Central after populating an Excel template, focusing on error-free importation and error management.
This video is part 3 of the 3-part series by Jenn Claridge, Vice President of ERP at Sabre Limited, on Configuration Worksheets in Business Central.
Please watch part 1 and part 2 before watching this video.
Importing an Excel Template Into Business Central
Jenn begins by explaining the initial steps of importing an Excel template into Business Central. It’s important to ensure that the Excel file matches the expected format and fields in Business Central to avoid potential errors. This matching is crucial as it helps the system correctly place data into the appropriate fields and tables.
After searching for the configuration worksheet within Business Central, select the correct customer and package code, and ensure the data columns in Excel align with the fields in Business Central. This process continues with the actual importation of the Excel file, where users can either drag and drop or manually select the file from their local drive. It’s important to close the Excel file before importing to avoid errors.
Data Validation
Once the file is imported, Business Central performs data validation. This step does not directly input data into the final tables but first into a “package” which acts as a staging area for data validation. Errors are identified here, and the system provides whether the number of package records increased, the number of database records remained unchanged, and the validation status. Once the system checks for errors, users can then apply the data to the table.
Errors In Importing
This tutorial also covers scenarios where errors occur. Jenn provides a detailed walkthrough of identifying and resolving errors through the package interface, emphasizing the need to address errors again and again. For example, if the salesperson code in the Excel file does not match any record in the database, it must be corrected either by updating the Excel file or adjusting the data directly in Business Central.
Error Management
Jenn also discusses advanced error management strategies, such as creating missing codes directly within Business Central if for example a new salesperson code is needed but not yet registered in the system. This feature allows users to continue the import process by creating minimal necessary records automatically, which can be fleshed out later.
Conclusion
This video provides a clear, step-by-step guide to importing configuration worksheets into Business Central, focusing on meticulous data matching, careful import procedure, and robust error-handling strategies. This tutorial is particularly valuable for users who need to ensure data integrity and smooth operation within their Business Central environment.
For further inquiries or detailed guidance, reach out to us at Sabre Limited.
