AX Import Management

How to manually import data from D365/AX2012? What does AX Import mean?

There is a seamless integration between Dooap and D365/AX2012. Some master data is automatically imported into Dooap twice a day, some data every 5 minutes and some data in real-time.

  • Key data elements: tax codes, main accounts, and user information, are automatically synchronized twice daily.
  • Certain essential data: vendors, purchase orders, and product receipts, are updated within 5 minutes of any changes in the master record.
    • This data requires no manual intervention.
  • Invoice handling data: account structures are fetched in real-time during the invoice coding process.
    • This ensures accuracy and efficiency in your financial workflows.

AX Import is managed in Admin > AX Import view. There, you can also see the timestamps of the latest imports regarding each data.

AX Import

 

For added flexibility, users with Admin or AxImport permissions can initiate a manual import, particularly useful after updates like adding new users in D365. This manual import is called AX Import in Dooap.


import

  1. Navigate to Admin > AX Import in Dooap.
  2. Select the data to import.
    1. If you want to import all master data, simply click Import.
    2. If you only want to only import some data, click Deselect all and then click the checkbox next to that data you want to import. After selecting the data, click Import.
  3. You can navigate to other views in Dooap whilst the import - that does not stop the import from proceeding.
  4. Once the import is completed, the timestamp will be updated. The Executor column will then also display the name of the user who completed the manual import.
  5. After manually importing the data, refresh Dooap by pressing F5 on your keyboard or by clicking the refresh button in your browser bar.