Importing data on basic tables and Master Data Information in the same import

The Master Data Import Worksheet
Video 2/24
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How to import data to the basic tables with the master data import worksheet?

With Master Data Import Worksheet, it is possible to import data to the basic table and the underlying Master Data Information table at the same time.

Transcription of video

So in this example, I could import items with fields on the item table and underlying fields like this to the Master Data Information tables, it could also be on customers, vendors, et cetera where I would like to import on different templates, from different scenarios.

So in this scenario, I would like to import some of the information that doesn’t exist directly on the item table.

To do this, I can import the sheet that I just showed you on one of my templates that I’ve created for this.

I select my file, select the worksheet, and import and if I look at the template that I have setup for this, my import template card, that I will explain in another video, it’s possible to see here all the different fields where some of the fields related to the configuration values which is a Master Data Information, and some of the fields relate to the basic template.

And this basic template for this import is the item, therefore I can only select item and Master Data Information.

Likewise, if I have Master Data on customers and vendors, I could have specification text and files, it’s possible to import directly on the import worksheet.