Import CSV

The import function allows selected users to upload data, for either creation of new or update of existing records.

Using import

All normal restrictions are in place, so there will be no difference between imported and data entered manually through regular forms.

During import each line in the import file is handled as a seperate job. Consequently some lines may fail and some lines may succed: The results can be retrived after the import where a modified version of the import file including the succes/failure status information, will be returned to the user. This file makes it easy to error correct, as the the format is exactly the same as the import file.

Import format

Import files must apply to the following restrictions

• File content is in CSV format
• Column names should use the field system name.

The easiest way to build a working import template, is making a Excel file export with the "System export" option enabled.

Options

Imports can have certain options included that change what happens during the import

• Continue on errors: Do not stop processing on single field errors
• Ignore empty values: Empty values are never processed (default: treat as "" or null)
• Disable codeunits: Disable custom functionality
• Disable validation: Disable field restrictions

Warning: Do not use the last two options (codeunit/validation), unless you 100% certain how the solution works.

Enabling user profiles

Add the role data handler for the users that should be allowed to import data

Designer > Users > Edit users > [USER] > "Data handler"