Importing Customers into Dynamics 365 Business Central

This task will create or update customers in Dynamics 365 Business Central. The data must be supplied in the Dynamics 365 Business Central Customer XML format.

Customers are matched based on the following XML elements, in the order listed: Id, ExternalId, Number. If the 'Match Customers On' setting is enabled, the fields specified here will also be used for matching. If a match is found, the existing customer will be updated. If not, a new customer will be created.

Settings

Dynamics 365 Business Central Connection

Required
The connection to Dynamics 365 Business Central to use. See the Connecting to Dynamics 365 Business Central article if you require more information on how to create/manage connections.

Fail File

Required
The name of a file for records that fail to import to be output to. The data will be in the same XML format as the input file.

Input File

Required
The file containing the records that you want to import into Dynamics 365 Business Central. The records must be supplied in the XML format shown below.

Success File

Required
The name of a file for successfully imported records to be output to. The data will be in the same XML format as the input file.

Match Customers On

Optional
The list of fields to use to try and find an existing customer in Dynamics 365 Business Central which matches with the customer in the input file. These settings will only be used if the customer Id and Number are not provided in the input file, and the external ID is not found in the truth table. When multiple fields are selected, only customers where the value of all the fields match will be considered a match. The following fields are supported:

• DisplayName
• Email
• PhoneNumber

Prevent Reprocessing

Required
Set this to 'True' to check the value specified in the ExternalId element in the XML against the truth table to see if it has already been processed, and if so skip the record.

Zynk Settings

See Common Task Settings

Examples

Sample input file, for full documentation see Dynamics 365 Business Central Customer XML:

<?xml version="1.0" encoding="utf-8"?>
<Customers xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Customer>
    <Id>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</Id>
    <ExternalId>5230</ExternalId>
    <Number>C00020</Number>
    <DisplayName>Zynk Software</DisplayName>
    <Type>Company</Type>
    <AddressLine1>Office 16</AddressLine1>
    <AddressLine2>6 Charlotte Square</AddressLine2>
    <City>Newcastle</City>
    <State>Tyne &amp; Wear</State>
    <Country>GB</Country>
    <PostalCode>NE1 4XF</PostalCode>
    <PhoneNumber>0191 303 2920</PhoneNumber>
    <Email>[email protected]</Email>
    <Website>www.zynk.com</Website>
    <TaxLiable>false</TaxLiable>
    <TaxAreaId>0015deb9-611d-ea11-bb2d-000d3a4884fc</TaxAreaId>
    <TaxAreaDisplayName>Domestic customers and vendors</TaxAreaDisplayName>
    <TaxRegistrationNumber>GB111111111</TaxRegistrationNumber>
    <CurrencyId>00000000-0000-0000-0000-000000000000</CurrencyId>
    <CurrencyCode>GBP</CurrencyCode>
    <PaymentTermsId>f997d7da-549e-ed11-988a-000d3a3885d3</PaymentTermsId>
    <PaymentTerm>
      <Code>10 DAYS</Code>
    </PaymentTerm>
    <ShipmentMethodId>ae98d7da-549e-ed11-988a-000d3a3885d3</ShipmentMethodId>
    <ShipmentMethod>
      <Code>CFR</Code>
    </ShipmentMethod>
    <PaymentMethodId>c48d3bdf-549e-ed11-988a-000d3a3885d3</PaymentMethodId>
    <PaymentMethod>
      <Code>ACCOUNT</Code>
    </PaymentMethod>
    <Blocked> </Blocked>
  </Customer>
</Customers>