1. Data Management
  2. Master Data Management Studio
  3. Activities

Import master data entity configuration
Application task

You can import a master data entity configuration from an XML file. Usually, the master data entity configuration in the import file is exported from another D365 F&SCM environment.

If you import a master data entity configuration, these conditions and actions apply:

Condition Action
The Master data type ID field must have a value in the import file. If no Master data type ID is defined, no import is done.
The imported master data entity does not exist in the import environment If the imported master data entity already exists in the import environment, you get a prompt whether you want to override the existing master data entity.
The referenced Connectivity studio messages exist in the import environment

If a referenced Connectivity studio message does not exist, you get a prompt whether you want to continue the import. If you click:

  • No, the master data entity is not imported.
  • Yes, the master data entity import continues and the master data entity message record is created without the Connectivity studio message defined. In this case, you must manually complete the setup of the master data entity.

Note: Only the references to the Connectivity studio messages are imported. The referenced Connectivity studio messages are not imported.
The referenced MDM companies exist in the import environment

If a referenced source MDM company or target MDM company does not exist in the import environment, you get a prompt whether you want to continue the import. If you click:

  • No, the master data entity is not imported.
  • Yes, the master data entity import continues and the master data entity message record is created without the missing MDM company defined. In this case, you must manually complete the setup of the master data entity.

Note: Only the references to the MDM companies are imported. The referenced MDM companies are not imported.


Standard procedure

1. Click Master data management - Setup.
2. On the Master data entities tab, click Edit.
3. On the Action Pane, click Deploy.
4. Click Import master data entity from file.
5. Click Select configuration to browse for the desired master data entity configuration XML file and select it for import.
6. You can run the import of master data entities in the background. While the import runs, you can continue with other activities in the environment.
  Select or clear the Run in background check box.
7. Click OK.
8. Close the page.
Related to Notes

Exchange MDM studio configuration

 		 

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