Importing Items into Dynamics 365 Business Central

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

Items are matched based on the following XML elements, in the order listed: Id, ExternalId, Number. If a match is found, the existing item will be updated. If not, a new item 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.

Auto Create Item Categories

Required Set to true to have the task automatically create new item categories if they do not already exist. The item category data must be provided within the ItemCategory element. Setting this to false will cause the item to fail import if the category does not already exist.

Note

The ItemCategoryId and ItemCategoryCode elements take precedence over data provided in the ItemCategory element. They should not be specified if you want to auto create an item category.

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 Item XML:

<?xml version="1.0" encoding="utf-8"?>
<Items xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Item>
    <Id>d6f5554c-a867-ea11-a813-000d3a86fa27</Id>
    <ExternalId>TEST0001</ExternalId>
    <Number>TEST0001</Number>
    <DisplayName>Test Item</DisplayName>
    <Type>Inventory</Type>
    <ItemCategoryId>2f18deb9-611d-ea11-bb2d-000d3a4884fc</ItemCategoryId>
    <ItemCategoryCode>TABLE</ItemCategoryCode>
    <ItemCategory>
      <Id>2f18deb9-611d-ea11-bb2d-000d3a4884fc</Id>
      <Code>TABLE</Code>
      <DisplayName>Tables</DisplayName>
    </ItemCategory>
    <Blocked>false</Blocked>
    <Gtin />
    <UnitPrice>649.4</UnitPrice>
    <PriceIncludesTax>false</PriceIncludesTax>
    <UnitCost>506.6</UnitCost>
    <TaxGroupId>2c8e3bdf-549e-ed11-988a-000d3a3885d3</TaxGroupId>
    <TaxGroupCode>STANDARD</TaxGroupCode>
    <BaseUnitOfMeasureId>2d8c3bdf-549e-ed11-988a-000d3a3885d3</BaseUnitOfMeasureId>
    <BaseUnitOfMeasureCode>PCS</BaseUnitOfMeasureCode>
  </Item>
</Items>