Migrate customer, vendor, and item data by using the Excel Template Wizard

Before you import master data (such as customer, vendor, and item records) into Microsoft Dynamics AX, complete the required setup for the records that you will import. Because field names and values in Microsoft Dynamics AX may be different than those in the current system, we recommend that you create a record manually to understand Microsoft Dynamics AX fields and how they correspond to fields in your current system.

After you decide how fields and values from the old system correspond to the fields and values in Microsoft Dynamics AX, use the Template Wizard to create a Microsoft Office Excel template.

Do not convert all records at once or attempt to work with a blank template. Instead, we recommend that you create a few records in Microsoft Dynamics AX and run though the conversion process. Ensure that the template meets your needs and that the template converts the data as you expect it to. As you create the template by using the wizard, verify the template by populating it with a few records and importing the data. If the template does not meet your expectations, modify it and try again.

Start the Microsoft Office Excel Template Wizard by clicking Administration > Periodic > Data export/import > Excel spreadsheets > Template Wizard.

Create a vendor template by using the template wizard

  1. Start the Microsoft Office Excel Template Wizard.

  2. Create a workbook called Vendors, and then click Next.

  3. Select VendTable from the list of available objects, and then click Next.

  4. After the list of fields has been generated, click Next.

  5. Select the fields to use in the template, and then click Next.

    Note

    Mandatory fields are marked with a red padlock symbol and cannot be removed from the list.


  6. Select whether you want to create an import definition group for the workbook that contains the template, and then click Next.

    The import definition group contains a definition for each worksheet in the workbook. The definition group can be used when you import the workbook.

  7. Select whether you want to export data to the workbook, and then click Next.

  8. Click Finish.

  9. Use Excel to map Microsoft Dynamics AX fields to those in the current system and to populate the template with data.

Create a customer template by using the template wizard

  1. Start the Microsoft Office Excel Template Wizard.

  2. Create a template called Customers, and then click Next.

  3. Select CustTable from the list of available objects, and then click Next.

  4. Select the fields to use in the template, and then click Next.

    Note

    Mandatory fields are marked with a red padlock symbol and cannot be removed from the list.


  5. Select whether you want to create an import definition group for the workbook that contains the template, and then click Next.

    The import definition group contains a definition for each worksheet in the workbook. The definition group can be used when you import the workbook.

  6. Select whether you want to export data to the workbook, and then click Next.

  7. Click Finish.

  8. Use Excel to map Microsoft Dynamics AX fields to those in the current system and to populate the template with data.

Create inventory templates by using the template wizard

For inventory records, you must create three templates: Item table, Inventory module parameters, and Warehouse items.

  1. Start the Microsoft Office Excel Template Wizard.

  2. Enter the name of the template that you are creating, and then click Next.

  3. Select the table to create a template for.

    • If you are creating the Item table template, select InventTable from the list of available objects, and then click Next.

    • If you are creating the Inventory module parameters template, select InventTableModule from the list of available objects, and then click Next.

    • If you are creating the Warehouse items template, select InventItemLocation from the list of available objects, and then click Next.

  4. Select the fields to use in the template, and then click Next.

    Important   For the Inventory module parameters template, make sure that the following objects are selected: Invent, Purch, and Sales. Mandatory fields are marked with a red padlock symbol and cannot be removed from the list.

  5. Select whether you want to create an import definition group for the workbook that contains the template, and then click Next.

    The import definition group contains a definition for each worksheet in the workbook. The definition group can be used when you import the workbook.

  6. Select whether you want to export data to the workbook, and then click Next.

  7. Click Finish.

  8. Use Excel to map Microsoft Dynamics AX fields to those in the current system and to populate the template with data.

See Also

Import data from Microsoft Office Excel

Enter data in Microsoft Office Excel