Usage Scenarios

Import into Journal

In your journal select Process / Import from Excel
Select an existing mapping code using the ellipsis, or type the name of a new one.

Note

If you have multiple pages in your workbook you will be prompted to select the page.

Select Next to move to the next page of the wizard.

If the Data has headers, enter the row number the Import data starts at, then select Next to continue:

If you are creating a new mapping code you will now see the message below.
Select OK to continue.

The system will then attempt to auto match the Column Names in the excel file to the Field Names in Business Central. Those that it can not recognise must be matched manually.
To do this, drill down on an incorrectly matched Field Name or one that is empty

and select the appropriate field that links to the one in your excel file.

Note

You can also set the validation order of the fields or a default value here.

Once all the fields have been completed, select Next to continue, and then Yes when prompted to save the mapping. If there are no errors you will see a preview of the journal that will be created. Select Finish to close the wizard and create the journal, or Back to go back through the wizard and make a correction.

Correcting Errors

If there is an error found when creating the journal preview e.g. invalid G/L Account you will get an error message

and then be taken to the Preview page which will show the error.

You can either click on the red text in the Indicator column

Or highlight the line then select Manage / Show Errors to see details of the problem.

Correct the error in the Preview. As you do this the data will be revalidated and the Error tag removed from the line.

Once you have corrected all errors you can then choose Finish to create your journal.