Posts tagged with: Excel Import

#TipADay: Copying Data Between Companies using Excel Add-in

Hello everyone

Here is little tip on how to migrate data through Excel Add-In  . Through Excel Add-in you have the option of selecting what instance, partition, and company that you want to upload and publish to.

Let us work on how we can use the Excel Add-In to copy data between entities.

I have not loaded all of my base data, so we will use our main company as the template to load the data.

1

From the Dynamics AX tool, select the Options button and select your base company from where the data will be copied

To create a linked worksheet within Excel, select the Dynamics AX bar, and then from the drop down menu of the Add data button, click on the Add Tables option

2

This will open up a table selection dialog box. Then select the table that you want to add in sheet

3

You will initially have no records showing. To view all of the data that is in the company, select the Refresh button

4

Now change the Legal Entity that will be used just by selecting it from the drop down list.

6

Then we will save the data from  original company for reference. This will make it easier to cut and paste the data back into the new company. So we just select all of the original table, and then copy it.

7

Now that we have the template data saved we can continue on. Return back to the linked table, and then select the Refresh All option there is no data in the other company then the linked table will be blank.

8

And  now you can see in the below image, there is no data in the other company so linked table will be blank. Select the template data that you saved and then paste it into the linked table.

23

Now from the Publish menu, select the Publish All option

10

Now you can check the Publishing Status ,Your data will be copied from one company to another.

Try this tip, Copy a lot of the base data from another existing company, and  save your time

Enjoy Reading!