Imports

What Import Data Templates can import

The Business Central pages a template can fill from Excel, CSV, fixed-length text, JSON and XML files.

Documents

Sales	Purchase	Other
Sales quotes	Purchase quotes	Transfer orders
Sales orders	Purchase orders	Assembly orders
Blanket sales orders	Blanket purchase orders
Sales return orders	Purchase return orders
Sales invoices	Purchase invoices
Sales credit memos	Purchase credit memos

Header and lines from the same file, several documents per file, header values on fixed rows when the file is a print.
Item tracking (serial, lot and package numbers, expiration and warranty dates) and item references (customer, vendor and barcode numbers) on sales and purchase lines.
Documents released by a template action after the import.

Purchase Orders in Business Central after an import: Created 3 documents — Three purchase orders from one file.

Journals

Finance	Jobs and resources	Fixed assets	Inventory
General journal	Project journal	Fixed asset journal	Item journal
Payment journal	Project G/L journal	Fixed asset G/L journal	Item reclassification journal
Cash receipt journal	Resource journal		Physical inventory journal
Sales journal
Purchase journal
Payment reconciliation journal (bank statements, see below)

Lines created in the batch chosen when the import starts; default values and import parameters for what the file does not carry.
Lines posted by a line table action after the import.

General Journal in Business Central after an import of payroll lines — A payroll file imported into the general journal.

Master data

Master record	Related records on the same row
Customers	Customer bank accounts, ship-to addresses, default dimensions
Vendors	Vendor bank accounts, default dimensions
Items	Item references (barcodes, customer and vendor item numbers), item units of measure, item attribute values, default dimensions

Write mode Insert, Update or Insert or Update, matched by the record number.

The EX-ITEMS template with the barcode as related item reference — Items imported with their barcode references.

Price lists

Sales	Purchase
Sales price lists	Purchase price lists

Lines added to an existing list, matched on product, variant, unit of measure, currency, minimum quantity and starting date.
Actions Replace Prices and Replace Price List close the prices the file supersedes; Activate Prices activates the imported lines.

The EX-PURCH-PRICES template: price list lines with item, starting date, cost and discount — The template for a vendor price file.

Bank statements

Journal
Payment reconciliation journal

The CSV or Excel file exported by the bank creates the journal for the bank account, fills the statement lines and updates the ending balance.
Automatic matching runs at the end of the import when asked; a file with several bank accounts produces one journal per account.

A payment reconciliation journal created by an import — A bank statement imported into the reconciliation journal.

Physical inventory

Journal
Physical inventory journal

Counted quantities written into the lines created by Calculate Inventory, matched by item, variant, location and bin; unmatched and duplicated rows reported by the check step.

The physical inventory journal with the calculated lines — A count file written into the calculated lines.

Files

Formats	Excel (one sheet or all the sheets of a workbook), CSV with any delimiter and encoding, fixed-length text, JSON, XML
Packaging	Single files, or several files in one ZIP archive
Layout	Header rows, title rows and fixed rows handled by the template; the file is not modified before the import

The Import Templates list: template codes and descriptions with their formats — One template per file layout: CSV, Excel, fixed length, JSON, XML.

Import Data Templates is available on Microsoft AppSource with a one-month free trial. Licenses are assigned per user in the Microsoft 365 admin center.

Try it free on AppSource Read the documentation