Importing Data to Microsoft Dynamics AX 2012 using Excel Add-in

Importing Data to Microsoft Dynamics AX 2012 using Excel Add-in

Excel is a great spreadsheet tool and the AX 2012 Add in is even more wonderful. It allows to publish information/data back to Dynamics AX 2012 without any changes in AX 2012  configuration.  In this functioned example, I will show how you can use the Dynamics AX Excel Add-In to update your data. 

Before we start working on Microsoft Excel, we need to make sure that we have the Dynamics AX Excel Add- in installed. If you open up Excel and there is a Dynamics AX tab, then you are fine. If not, you will need to install it.

Lets try and import Chart of Accounts in Dynamics AX 2012.

To do that, follow these simple steps:

Step 1: Go to Dynamics AX Excel Tab in the Excel

Step 2: Select Add Data > Add table

Step 3: Select Main Account Table

Step 4: Drag important columns that you want to update

Step 5: Enter your data in the fields

Step 6: Select Publish to import the records in AX

It will also create a new sheet called Dynamics AX Status
which will show you how many records were updated,
and also any errors –if they occurred.

Step 7: If we return back to Dynamics AX,
then we will see the data  has been uploaded.