Documentation Index

Fetch the complete documentation index at: https://docs.staedean.com/llms.txt

Use this file to discover all available pages before exploring further.

Sales order import

Prev Next

This walkthrough provides an overview of how to import data into Microsoft Dynamics 365 Business Central, involving several tables. In the following example, you import sales order data into Microsoft Dynamics 365 Business Central.

Prerequisites

Template

Description

Sample file

TI_CS_SALESORDER.IN

STAEDEAN Template: Import a Sales Order from File System

SalesOrderDemo.xml

Story

This connection uses the File Reader endpoint to read the sales order in XML format from the file system. The sales order XML file to import does not match the D365 BC table structures, so a Mapper activity maps the external (source) document to the internal (target) document. The Record Generator activity creates records and updates the D365 BC tables (Sales Header table, Sales Line table, and Item table).

SO In Pipeline

Setup

  1. Import the Connectivity Studio Connection-TI_CS_SALESORDER.IN.zip configuration package.  SO In

  2. Open the TI_CS_SALESORDER.IN connection. On the connection page, edit the File Reader settings and enter the folder name. You can also choose to leave the files on the file system.  SO In Settings

  3. Copy the sample file SalesOrderDemo.xml (from the software package) to a shared file location.

Process

  1. Process the connection.

  2. Check the result in Microsoft Dynamics 365 Business Central.

Result

SO In Result

A new sales order is created and available in the Sales Header table. The Message Entries table shows which sales order was created. Use the Transaction Log to see more details for each import.