![]() We will be mapping our created columns to the correct columns in NAV. Go back to the Line Definitions tab, and click Field Mapping. dd/mm/yyyy)ĭata Formatting = For data types of date and decimal, enter “en-US” Name = Pick a name for the column in the CSVĭata Format = You can leave this blank, but for data types like date, there may need to be formatting (e.g. = Which column number in the CSV this line refers to In the Column Definitions tab, match each line you plan to import to a corresponding column in the CSV.Ĭolumn No. Data Exchange Definitions – Column Definitions Tab Enter the correct value for Column Count that matches the number of columns in the CSV you will be importing.ģ. In the Line Definitions tab below, keep the Line Type, Code, and Name fields. Data Exchange Definitions – Line Definitions Tab Here are some of the other setups you will need:Ģ. Click New on the toolbar.Įnter in Code and Name to define your new definition. We’ll create a new Data Exchange Definition for our Bank Statement Import. Here, you can define multiple mappings when importing or exporting files. Data Exchange Definitionsįirst, go to the Data Exchange Definitions page. However, today I’ll show you how to import a CSV file from the bank into Dynamics NAV for easy comparison between the bank statement and your company’s accounts. It can be tedious to manage if done manually. *This post was written for Dynamics NAV but the content directly applies to Dynamics 365 Business Central, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 Business Central.īank Reconciliation is an important step in ensuring that your General Ledger and associated accounts are accurate, configured properly, and up-to-date. Dynamics GP to Dynamics 365 Business Central.Dynamics NAV to Dynamics 365 Business Central. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |