D365 Business Central Bulk Templates

Supports:
SmartConnect 2017+ (Office 2016+)
Publisher:
eOne Solutions

D365 Business Central Bulk Templates



Overview

Integrate directly into Dynamics Business Central using our pre-configured Bulk templates!

The templates make importing data fast and easy without sacrificing. Each SmartConnect process includes an Excel workbook prefilled with sample data to show you the structure, all you need to do is fill in your own data and import!

The Business Central Bulk Templates include SmartConnect processes that integrate into:

  • Campaigns
  • Cash Receipt Journals
  • Contacts
  • Customers
  • Employees
  • Fixed Assets
  • General Journals
  • Item Journals
  • Items
  • Locations
  • Opportunities
  • Payment Journals
  • Purchase Order
  • Purchase Credit Memos
  • Purchase Invoices
  • Sales Invoices
  • Sales Orders
  • Sales Quote
  • Territories
  • Vendors

Details

The Business Central Bulk Templates include 20 SmartConnect processes. Each process comes with an Excel workbook filled with a few rows of sample data, but the data can (and should!) be filled with your own data.

Below is the complete list of processes and their description. Every SmartConnect process has a specific Business Central page that must be published to use. The page Service name and Object ID are given along with each process below. Steps to importing a page are listed below in the Initial Setup section.

Process IDDescriptionService NameObject ID
IMP_BC_CAMPAIGNSBulk Import from Excel to CampaignsCampaignCard5086
IMP_BC_CASHRECEIPTJOURNALBulk Import from Excel to Cash Receipt JournalCashReceiptJournal255
IMP_BC_CONTACTSBulk Import from Excel to ContactsContactCard5050
IMP_BC_CUSTOMERSBulk Import from Excel to CustomersCustomerCard21
IMP_BC_EMPLOYEESBulk Import from Excel to EmployeesEmployeeCard5200
IMP_BC_FIXEDASSETSBulk Import from Excel to Fixed AssetsFixedAssedCard5600
IMP_BC_GENERALJOURNALBulk Import from Excel to General JournalGeneralJournal39
IMP_BC_ITEMJOURNALSBulk Import from Excel to Item JournalsItemJournal40
IMP_BC_ITEMSBulk Import from Excel to ItemsItemCard30
IMP_BC_LOCATIONSBulk Import from Excel to LocationsLocationCard5703
IMP_BC_OPPORTUNITIESBulk Import from Excel to OpportunitiesOpportunityCard5124
IMP_BC_PAYMENTJOURNALBulk Import from Excel to Payment JournalPaymentJournal256
IMP_BC_PURCHASE_ORDERSBulk Import from Excel to Purchase OrdersPurchaseOrder50
IMP_BC_PURCHASECREDITMEMOSBulk Import from Excel to Purchase Credit MemosPurchaseCreditMemo52
IMP_BC_PURCHASEINVOICESBulk Import from Excel to Purchase InvoicesPurchaseInvoice51
IMP_BC_SALESINVOICESBulk Import from Excel to Sales InvoicesSalesInvoice43
IMP_BC_SALESORDERSBulk Import from Excel to Sales OrdersSalesOrders48
IMP_BC_SALESQUOTESBulk Import from Excel to Sales QuotesSalesQuote41
IMP_BC_TERRITORIESBulk Import from Excel to TerritoriesTerritories429
IMP_BC_VENDORSBulk Import from Excel to VendorsVendorCard26

 

To begin using the Business Central templates:
  1. Import Business Central pages (defined above)
  2. Create an OData Connector in SmartConnect.com
  3. Import processes into SmartConnect.com
  4. Run each process
  5. Going Forward

Initial Setup

1. Import Business Central Pages

SmartConnect sends data into Business Central through pages. a Business Central Page represents a type of business object (Vendors, Customers, Sales Orders are all examples of pages). The Business Central page must be published with a specific name so that SmartConnect knows how to connect to each page.

To publish a page:
  1. Click the button in Business Central and browse to web services page

  2. Create a new page by clicking the button at the top.

  3. Fill out the new line:

    • Set the Object Type to 'Page'.
    • Enter in the Object ID of the page you are trying to publish. The Object Name will automatically be filled in after entering in the Object ID.
    • Enter the Service Name EXACTLY as defined in the table above. SmartConnect only knows about a page by this service name.
    • Check the Published check box to make it available through the web service.

    The ODATA URLs will be filled out automatically. These are the URL's SmartConnect will use to pull back information.

    Below is an example of a published VendorCard page.

  4. Repeat steps 2 and 3 for every page you need. There are many services in the list of SmartConnect services and you probably won't use them all. You only need to publish a page that goes with the a SmartConnect service you intend to use.

2. Create an OData Connector in SmartConnect.com

SmartConnect will interact with the pages above using Business Central OData Connection. You only have to set this up once because every process will use the same connection.

To create a new connector in SmartConnect:
  1. Click the Connections button from the sidebar.

  2. From the Connections page, click the button in the top right corner.

  3. Choose the Dynamics 365 Business Central OData connection. Make sure you choose the Odata option!!

  4. Fill out the Connector:

    • The Description is what you will see when creating a new SmartConnect process later.

    • The Service URL is how SmartConnect finds your instance of Business Central. This can be found in on the Web Services page (used above to publish pages above). From the table of web services, the ODATA V4 URL column is what you need.

      Right click any URL from this column and choose 'Open link in new tab',

      and copy the URL up to the 'V4/' in the URL.

    • The Username and Password come from the Users list page in Business Central.

      Click the button and open the Users list page

      and select your username to open the User card.

      • The 'User Name' in Business Central is the 'Username' in SmartConnect

      • The 'Web Service Access Key' in Business Central is the 'Password' in SmartConnect

    • The Default Company will be populated after clicking the 'Validate' button. Select your company and click 'Save'.

Below is an example of a filled out connection.

3. Import processes into SmartConnect.com

With the correct pages published in Business Central and the Connection set up in Business Central, we are ready to start importing our SmartConnect processes!

To import a new process:
  1. Choose the Import button from the sidebar

  2. Select the Choose Files button and select the zip file that contains an import template. I will be using the 'Export_IMP_BC_GENERALJOURNAL.zip' in the screenshots.

  3. After selecting the template, SmartConnect start loading the template. The 'Source Data' and 'Destination Data' sections can take a few seconds to load completely, so give it a few seconds. It should look similar to this:

  4. Fill out the rest of the form.

    • The 'Process Id' and 'Process Description' come from the template but can be changed

    • The 'Source Data' section asks to use an existing data source or a new one. You most likely want to use the data source that comes with the template, so click the 'Create New Source' option. SmartConnect will take a few seconds to finish loading. NOTE: the screenshot below has the 'Description' in red. This means I already have a data source with that Description. The description must be unique.

    • The 'Destination Data' section needs a 'Connection' name. From the drop-down, choose the OData Connection created in the step above. The 'Exported Entities To Process' is filled out for you. This is the name of the page published in step 1 above.

      Below is a filled out process import. Click the button at the top to complete the import.

      NOTE: Because I already have this process on my system, I have red boxes alerting me that I already have a description and process Id by those names.

4. Run each Process

All the real work to getting a process working has been done; running each process is very simple.

To run a process:
  1. Click the 'Integration Processes' link on the sidebar.

  2. Scroll to the card of the process you want to run. The 'Process Id' is displayed at the bottom of each card.

  3. Click the button in the top-right of the card and choose 'run'. I'm going to run the 'IMPBCGENERALJOURNAL' template in the screenshot below.

    NOTE: The 'Modify' option allows you to change the mapping of the process (the equivalent of the 'Map Setup' window in SmartConnect on premise.

  4. Click the button and choose the Excel workbook that contains the data you would like to import. Every template includes an Excel workbook to use as a starting point.

  5. Click the {start process} button to import the records from the provided Excel workbook.

  6. A progress bar will display as SmartConnect is running. If there are errors, you will be able to see the errors for each failed record. If there are no errors, you will see a 0 for the 'Error Count' *and the total number of records for the *'Success Count'.

5. Going Forward

Every process comes with an Excel workbook. The provided Excel workbook contains a single table with sample data. This data can change, but the column names must stay the same. The column names tell SmartConnect where to put the data in Business Central.

Changing the processes in the template is possible and encouraged! The templates are only meant to get you familiar with the interface and give a good starting point. Covering everything around modifying a process is beyond the scope of this document, but adding/removing fields will show some of the main features of the product.

The steps below will show how to add additional columns to the data source and how to add these new columns to the existing process.

To add columns to an existing data source:
  1. Select 'Query' from the sidebar

  2. Browse to the file to modify and click the icon on the corresponding row. The image below shows modifying the 'Bulk Import from Excel to General Journal' workbook.

  3. The 'Microsoft Excel Data Source' window is displayed:

    • 'Description' is the name you will see when selecting a data source from a process
    • 'Select file at runtime' checkbox decides if the Excel workbook you upload will be hard-coded as the data source or just used as a template. 95% of the time, you will want this checked. With this checked, if you run the process, it will prompt you for a new file. The file you select can have different rows but the column names must match! The whole point of this file is to give SmartConnect column names to be used for the mapping process.
    • 'Template File' lists the name of the Excel workbook, and 'Excel Sheet' is the Excel worksheet name we are pulling the information from.

    Click the button to clear out the existing workbook

  4. Click the button and choose your new template workbook.

  5. Select the worksheet name and click the 'Preview' button. If this displays correctly, click 'Save' then 'Close'.

To add/remove a field to an existing process:
  1. Select 'Modify' from the dropdown menu on a process card.

  2. The 'Integration Process' screen lets you set up the integration. Click the 'Integration' tab.

  3. The 'Target Lines' dropdown will list all of the parts of the integration we can map to. Journals or bulk records only go into one table, so there will only be one option. Transactions usually have a header and a line, so both will be displayed here. For the general journal, there is only one, so I will leave that as is.

    Click the 'Target Integration' subtab.

  4. The table below shows the mapping screen:

    • 'Target Name' and 'Technical Name' show the Business Central names for every field on this record. These will show you what is possible to send information to.

    • 'Source Name' shows different data source columns we are pulling information from. In these templates, these are the column names from our Excel workbook. Clicking the drop down will let you choose which column from the Excel workbook you want to map.

  5. If you made any changes, make sure to click the 'Save' button at the bottom.

Conclusion

These template are provided as is and are free to use for all SmartConnect customers. If you are having difficulties getting up and running, please contact support@eonesolutions.com

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