Import a CSV file with ER (I)

#er

Dynamics 365 ERP - Development

The article provides a step-by-step guide on importing a CSV file using Electronic Reporting (ER) in Dynamics 365 Finance.
The guide assumes basic knowledge of ER and recommends starting with the series on ER export for beginners.
The elements involved in an ER import circuit include Model, Format, Format Mapping, and Mapping.
The article focuses on importing a CSV file containing data about external codes in D365FO.
The CSV file format includes columns for country ISO code, external code ID, external code value, and date.
The article demonstrates how to create a model and mapping for the import process, including filtering for unique records and linking to relevant tables.
The mapping process involves linking fields in the ExtCodeValueTable to ensure data accuracy and completeness.
The article concludes with a preview of the next post, which will cover the format and format mapping aspects of the CSV file import using ER.

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