In previous AX versions, data can be import/export using Excel template in AX. Data migration in AX 2012 is very different because of the data structure changes in tables.
Write code to use AIF web services. This is actually recommended by Microsoft support. Problem is you'll need a developer.
Use AX export/import definition group. This option exists in previous versions too and it creates a .dat file and .def file. Problem is the exported data is hard to edit and the .def file is difficult to understand. It's a good tool make a duplicate company but not for loading master records.
Use Excel AX add-on. This is by far the most efficient tool we've found for data import. Similar to the old Excel template and easy to use.
Here is how to load items into AX 2012 using Excel add-on. To make our example more interesting, I'll load products and items (i.e. released product) together. Assume product and item setups have been properly configured in AX.
Open Excel and click Dynamics AX tab. Click Connections, select Legal Entity and click Ok
Select Add Data - Add Table, and add the following tables and click Ok
EcoResProduct
EcoResTrackingDimensionGroupProduct
EcoResStorageDimensionGroupProduct
EcoResProductTranslation
EcoResProductDimensionGroupProduct
InventTable
InventModelGroupItem
InventItemGroupItem
InventTableModule (optional)
InventItemSetupSupplyType (optional)
InventItemSetupSupplyType is optional. But, if it's not included, item won't show on the item dropdown on purchase order lines.
Fill in data on each worksheet. If need to look up field value, can click Field Lookup button on the ribbon. A few tricks on working with the tables:
Close the Field Chooser side column before your edit data
Only include table fields you'll put data in.
Make sure your cursor is outside the work area, or otherwise Excel would complain your data is incomplete.
DO NOT tab at the end of the table, or otherwise it'll generate a new line at the end and cause data incomplete error.
After filled in all data needed, click on Publish Data - Publish Options. You must tell AX the sequence how to load the tables, for example, the above listed tables are in a correct sequence. Or otherwise, when you try to load data, you'll get an error saying data doesn't exist in other tables.
Finally, click Publish Data - Publish All to load data. If everything goes well, you should get a separate worksheet and it shows the number of records that have been loaded successfully or how many were failed.
Write code to use AIF web services. This is actually recommended by Microsoft support. Problem is you'll need a developer.
Use AX export/import definition group. This option exists in previous versions too and it creates a .dat file and .def file. Problem is the exported data is hard to edit and the .def file is difficult to understand. It's a good tool make a duplicate company but not for loading master records.
Use Excel AX add-on. This is by far the most efficient tool we've found for data import. Similar to the old Excel template and easy to use.
Here is how to load items into AX 2012 using Excel add-on. To make our example more interesting, I'll load products and items (i.e. released product) together. Assume product and item setups have been properly configured in AX.
Open Excel and click Dynamics AX tab. Click Connections, select Legal Entity and click Ok
Select Add Data - Add Table, and add the following tables and click Ok
EcoResProduct
EcoResTrackingDimensionGroupProduct
EcoResStorageDimensionGroupProduct
EcoResProductTranslation
EcoResProductDimensionGroupProduct
InventTable
InventModelGroupItem
InventItemGroupItem
InventTableModule (optional)
InventItemSetupSupplyType (optional)
InventItemSetupSupplyType is optional. But, if it's not included, item won't show on the item dropdown on purchase order lines.
Fill in data on each worksheet. If need to look up field value, can click Field Lookup button on the ribbon. A few tricks on working with the tables:
Close the Field Chooser side column before your edit data
Only include table fields you'll put data in.
Make sure your cursor is outside the work area, or otherwise Excel would complain your data is incomplete.
DO NOT tab at the end of the table, or otherwise it'll generate a new line at the end and cause data incomplete error.
After filled in all data needed, click on Publish Data - Publish Options. You must tell AX the sequence how to load the tables, for example, the above listed tables are in a correct sequence. Or otherwise, when you try to load data, you'll get an error saying data doesn't exist in other tables.
Finally, click Publish Data - Publish All to load data. If everything goes well, you should get a separate worksheet and it shows the number of records that have been loaded successfully or how many were failed.
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