Tuesday, 12 January 2016

IMPORT CUSTOMER MASTER DATA THROUGH DATA IMPORT EXPORT FRAMEWORK IN AX 2012

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Importing Customer Master Data through Data Import Export Framework in AX 2012 R3
The Microsoft Dynamics AX 2012 Data Import/Export Framework helps you import and export data in AX which include master data, open stock, and balances.
  • For Microsoft Dynamics AX 2012 R3, Data Import/Export Framework is included in the release.
  • For Microsoft Dynamics AX 2012 R2, Data Import/Export Framework is available in cumulative update 7 for Microsoft Dynamics AX 2012 R2.
  • For AX 2012 or Microsoft Dynamics AX 2012 Feature Pack, Data Import/Export Framework is available from Information Source-download.

Step 1: Define Parameters
Navigation: Data import export framework > Setup > Data import/export framework parameters
  • Create a folder in your directory
  • Browse the location for the folder which is created
  • Validate the directory, it will show the Green check box

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Step 2: Pre-defined Entities in AX
AX has some of the pre-defined entities inbuilt in the application of which we will use one of them.
Navigation: Data import export framework > Setup > Target Entities
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Step 3: Create Source Data formats
Navigation: Data import export framework > Setup > Source Data formats
Determine the source of the data to export or import, and create a source data format for the data. For export, the source is AX. For import, you can use any of the following sources:
  • AX– Import data from another Microsoft Dynamics AX instance.
  • ODBC– Import data from another database, such as Microsoft SQL Server or Microsoft Access.
  • File– Import data from a fixed-width or delimited text file, XML file, or Microsoft Excel file.

  • Source as “Comma”
  • Enter a description for it as “Comma separated file”
  • Type – select the type as “File”
  • In the General area on the right side of the form select
    • Column delimiter as “comma (,)”
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Once the above setups are done we will now start creating target entities for which we want to upload the data in AX
Step 4: Create Processing group
Navigation: Data import export framework > Common > Processing group
  • Click on New on to create a new group
  • Enter group name as Customer
  • Enter a suitable description
  • Then click on Entities to get the required fields and move on to next step
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Step 5: Select entities for processing
Once you click on Entities in the above step it will open a new form wherein we need to create
  • Click on New button
  • Select the Entity as “Customer” from the drop down
  • Select the Source data format as “comma” create in Step 3
  • Then click on the Generate source file to select the required fields
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Step 6: Generate Source file
Once you click on Generate source file a new wizard will be generated to create a template
  • Click on Next
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Step 7: Select the required fields to upload the Customer master
  • Select the Field name which are required to upload
  • By default some of the mandatory fields such as AccountNum, CountryRegionid, CustGroup, Currency are selected
  • Apart from them you can select some other fields such as Name, Address, Language id etc.
  • Then click on Generate Sample File to generate a notepad for the selected fields with comma delimited
  • Click on Finish button
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Step 8: Save the file in a folder and then open it in excel
  • Place the cell in the first column
  • Click on the menu – Data
  • Then click on Text to columns
  • Click on Next
  • Select “Comma” in the delimiters and click on Finish button
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Step 9: Enter the data in respective columns.
  • You can enter multiple records and make sure customer groups are already created in AX in advance and use the same values in this sheet.
  • Once after completion of the data
  • Save the file as “CSV (Comma delimited)” in a folder
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Step 10: Upload the excel file in the Processing group
Navigation: Data import export framework > Common > Processing group – Entities button
  • Browse the file which is created in the above Step 9
  • Click on Generate source mapping (an info log will be shown as “Customer’ entity mapping done successfully”)
  • The validate the file (an info log will be shown as “Customer’ entity is validated for data import/export”)
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Step 11: Preview of the data
  • You can get a preview of the data which is to be uploaded
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Step 12: Get staging data
Navigation: Data import export framework > Common > Processing group
  • Select the Processing group – Customer
  • Then click on “Get staging data”
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Step 13: Staging job
  • A Staging job form will be opened
  • Job ID
  • Enter the description
  • Then click on OK
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Step 14: Run the staging data
  • You can even get the preview of the data at the lower pane of the form
  • Click on Run button to execute the staging
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  • We can even setup Batch processing by selecting the Batch check box and setup Recurrence
  • To execute the job immediately, Click on OK
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  • An info log is generate for the same showing the number of records inserted
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Step 15: Copy data to target
Navigation: Data import export framework > Common > Processing group
  • Select the Entity – Customer
  • Click on Copy data to target
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Step 16: Select a Job Id
  • Select the Job ID which is created in the above Step 13
  • Click on OK
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Step 17: Run the Job
  • Select the Entity and Run the Job
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  • We can even setup Batch processing by selecting the Batch check box and setup Recurrence
  • To execute the job immediately, Click on OK
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  • An info log is generate for the same showing the number of records inserted
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Step 18: View the records uploaded in AX
Navigation: Accounts Receivable > Common > Customers > All customers
  • Filter with the starting alphabet “C-*” to view the records
  • 3 Customer records are created
  • We can edit and enter additional information if required
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Note: The same process can be used to upload the Vendor Master, for this you need to create Processing Group as Vendor in Step 4 and select the Entity as Vendor in Step 5 and continue with the rest of the steps.




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