Import Microsoft Excel and Text Files Directly into Microsoft Dynamics 365 Business Central

Finance teams frequently prepare journals in Microsoft Excel and then transfer the data to Microsoft Dynamics 365 Business Central. Without help, files need to be reformatted before uploading or entered manually, which is time-consuming.

Excellent Importer solves this problem by uploading all Excel and text (e.g. CSV) files without any reformatting first.

Using quick field mapping and reusable templates that match your setup, you can easily import any journal spreadsheets like payroll extracts, expense reports, sales transactions, credit card transactions and more.

Summary

Import data from Excel the way you receive it, without changing the file format:

• Import journals, sales and purchase orders/invoices, sales, and vendor price-lists
• Import item journals with item tracking information (lot and serial number)
• Apply flexible field mappings of column layouts to source data
• Apply default values to fields not present in the source data. E.g., default a quantity or dimension specific to the import
• Translate source data values to correct accounts and dimensions in Microsoft Dynamics 365 Business Central

Customer Success

"Excel uploads are 90% faster compared to using the built-in Business Central tool. I don't know how we managed without it."

Charlotte, Park Square Capital

Learn More

Find out more about the different ways you can use Excellent Importer.

Import any Excel or text file quickly into Microsoft Dynamics 365 Business Central. View an interactive product tour.

View our pricing information.

Theta makes and supports Excellent Importer. Our experts advise on Microsoft solutions daily.

Supported Editions

This app supports both the Essentials and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

This app is supported in all countries, where Microsoft Dynamics 365 Business Central is available.

Supported Languages

The app is available in English, German, Dutch, French, Japanese, Italian, Portuguese, Spanish, Danish, Polish, Swedish, Finnish, Norwegian, and Chinese (various locales).