In this post, I am going to explain about using “Excel Add-in” feature to integrate with Ax.
There are two ways to import data from Excel “Add Data” (which is done using services” and “Add Table” (Importing data in table directly)
First let me explain about “Add Data”.
You need to define the service you are going to import in Organization Administration -> Setup -> Document Management -> Document Datasources.
In my example, I have added the service “ PricePriceDiscJournalService” to AccountsReceivable service group and I use it in the below set up.
As a prerequisite, before using the service to import from excel, deploy the service group and make sure there are no errors.
After this set up, clicking “Add Data” from Excel would list the services which are configured in the above form.
Select the necessary fields for import and click “Fields” again which means we are done with field selection and ready to enter data.
Click Publish and when the result is successful, you see the below status
A new journal would be created with the given values
In my next post, I shall explain about using Excel Addins with “Add Table”option.