Import Worksheet in Dynamics NAV

Quite often I get questions about importing new objects to Dynamics NAV. How to import the FOB file? Why Import Worksheet was not opened? Why do I get error when importing the FOB file? Why do I need to click Replace All in Import Worksheet? Can I use “Merge” option? So, I thought, it would be good to have a look at the Import Worksheet in more details.

What is Import Worksheet in Dynamics NAV?
Import FOB File - Click OK

The Import Worksheet is one of the few forms which you cannot design in Dynamics NAV that is used during binary import of objects. If the import file contains only objects that are either new or have been updated, they will be imported. If, however, one or more objects with the same ID Property already exist, a decision must be made about what to do. The Import Worksheet displays information about both existing and new objects, and lets you decide how to handle conflicts.

Existing Fields in Import Worksheet
Import Worksheet - Show Fields

Most of the fields are quite self-explanatory (like Type, No., Name,Existing Object Name), however others deserve a closer look:

  • New Object – This option is selected if this is a new object that was not in the database before
  • New Object Changed -This option is selected if the new object has been marked as changed
  • Existing Object Changed – This option is selected if the existing object has been changed, for example, the modified flag set or version list changed
  • Action – This option is the only field with contents that can be changed. This setting determines how a conflict will be resolved.
  • Existing Object Modified – This option is selected if the existing object has the Modified field set to Yes.
  • Existing Object Version List – The version list of the existing object
  • New Object Modified – This option is selected if the new object has the Modified field set to Yes
  • New Object Version List – The version list of the new object

How does “Action” field work in Import Worksheet
Import Worksheet - Action Field

I have explained how to import objects using Import Worksheet already, however, I have recommended clicking on “Replace All” button, in order to mark “Action” field on all lines as “Replace“, without giving explanation of other possible options.

  • Create – The new object will be added to the database. This option is only valid if no such object already exists.
  • Replace – The existing object will be replaced by the new object. This is the most commonly used option, and if you are working for end-user, you will use this option almost always.
  • Delete – The existing object will be deleted and no new object created. This option is only valid if the new object has size 0. The intended use is to remove obsolete objects from the database.
  • Skip – This object will not be imported.
  • Merge: Existing – Only valid for tables. All fields in the existing table will remain and any additional fields from the new object will be added.
  • Merge: New – Only valid for tables. All fields in the new table will be imported and any additional fields in the existing table will be added to the new table.

Please note, when using “Merge” option, your fields for Dynamics NAV can be merged, however the new code for existing fields might not be merged correctly! Hence, the reason, I recommend using “Replace All“.

Do you know any tricks or tips for using Import Worksheet in Dynamics NAV?

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