How to use Excel to update data in Business Central.

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

Now days if you interacting with customer users sometimes customer want to update data from excel to the application directly. This situation occurs when customer have different resource to update the master data and those people actually preparing data based in excel and then key user update the data in application after reviewing. This is very much possible in business central by using configuration packages in business central.

But what if data is enter in excel and publish directly to business central.

Lets see how we can do that.

Open the vendor List and click on Edit in Excel as shown below.

Once you click on that it will download the file as below and the file showing Data Connector

If you look at the data connector then it has bunch of option to add new data ,refresh the data ,provide filters etc.

To add new data in the excel please click on ‘New’ and add the new vendor in the excel file.

Once you click on publish then it will upload the data in business central as below.

As well as it validate the required fields also . You can look at the Search Name field. How cool it is

On the data connector side there is lot of flexibility while entering data such as date field

Additionally we can filter in excel file as below.

Hope this will ease out some of data entries.

Stay tuned for more.

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