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Excel Import File Format

Excel import file formats help you to import data extracted from your customer's ERP systems by providing a structured and standardized way to transfer data into Business Central. With Excel Import File Format you can define templates, saving time, reducing manual effort and prevent errors with the manual entry of data.

The Excel Import File Format supports the import of Shipment Data, including milestones and events, equipment information, good lines and its dimensions.

To setup a new Excel Import File Format

Learn more about setting up Excel File Formats.

Import new shipments from Excel

Use Import New Shipment(s) From Excel on the shipment list to create forwarding shipments from a customer's spreadsheet. A configured import format maps columns to shipment-header fields, cargo or equipment lines and equipment details, reducing manual entry for repeat bookings.

Configure the import format

  1. Create an Excel Import File Format with application Import Shipment (FMS).
  2. Map the required header fields, such as customer, order type, external document number, transport mode and ports. Supply the customer through the mapping or the format's Customer No..
  3. Map the line fields needed for the cargo or equipment. Rows create cargo lines by default; map Type when importing equipment lines. Equipment-detail fields are processed for equipment rows.
  4. Mark the relevant header mappings as Split Document to define when a new shipment must be created. For example, use the external document number to group rows for the same booking.

Rows with the same split-field values share a shipment within the import. Without split fields, rows are grouped into one shipment. Supply consistent header values for each group: the header is created from the first row in that group, not updated from every following row.

Run the import

  1. Open Shipment (FMS) and choose Import New Shipment(s) From Excel.
  2. Select the applicable import format when prompted and upload the spreadsheet.
  3. Review the created shipments, cargo/equipment lines and equipment details before continuing the status workflow.

Test the mapping with a small file first, including multiple rows for one booking and a second booking. Verify the grouping, customer, order type, quantities and equipment information.

Note

This application creates new shipments and lines; it does not match and update existing shipments by external document number. Reimporting a file can create duplicate documents. Use the separate equipment-update method below when the intention is to update equipment on existing documents.

Import application Update Equipment Details

With this method Equipment details can be updated such as the Equipment Identification No., Seal no.'s and Verified Gross Mass details, as well as the Gross weight and No. of Outer packages, which will update the assignment of the goods to the containers.

Note

The assignment is supported when the shipment has exactly one Goods line.

To import data with Excel File Format

  1. Choose the Lightbulb that opens the Tell Me feature. icon that opens the Tell Me feature, enter Request for Quotation or Shipment (FMS), and then choose the related link.

  2. Choose the Import from Excel option.

  3. You can now drop a file on the upload Window that apears.

  4. If more than one Excel Import File Format has been configured, you can now select the Excel Import File Format from the available options.

  5. The documents will now be created.

See also

Excel File Format

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