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Excel Importer

Theta Systems Limited

Import journals and documents from Excel worksheets without reformatting the columns

Do you want to import data from external systems such as payroll and expense management without first manipulating the data?

Are you wasting time manually capturing data that is already available in Excel sheets?

Integrating systems can be costly

For many companies, the source for financial transactions are available as a file. These could be payroll extracts, credit card statements, expense reports or billing schedules from vendors for services. Often the cost of integrating these systems does not justify the benefits. So, why not upload the data via an Excel file import?

Under such scenarios, one can often end up working with different file layouts. To improve efficiency and decrease the risk of error, it’s best to import the file without having to convert it to a fixed layout.

Import data the way you receive it

Features and benefits of using this extension

  • Import journals, sales and purchase orders/invoices, sales and vendor prices.
  • Import Item Journals with item tracking information (lot and serial number)
  • Flexible field mapping to suite column layouts of source data.
  • Ability to apply default values to fields which are not present in the source data. For example, defaulting a quantity or defaulting dimensions specific to the import.

  • Ability to translate source data values to correct accounts and dimensions in Business Central. Examples include:
    • Text string to a combination of accounts and dimensions and VAT/GST posting groups.
    • Old G/L Account, Customer or Vendor numbers to new numbers.

Possible usage scenarios

  • General Ledger, Customer, Vendor, Fixed Asset and Inventory take-on entries for new companies.
  • Import expenses, payroll entries, adjustments and internal cost reallocations.
  • Create purchase invoices for vendors.
Please download our eBook below to see all usage scenarios.

Excel Importer is a productivity tool that can upload transactional data from any third-party Excel extracts. It can also mass-create journal lines or documents ready for posting - saving you time and eliminating data entry errors.

Get the Excel Importer now and start setting up your templates.

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, Dutch, French, German and Japanese.

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