Click Administration> Periodic> Data export/import> Definition groups.

Select the relevant definition group in the list, and then click the Table setupbutton to open the Table setupform.

The form looks different depending on the type of the definition group:

• For Standarddefinition groups:

  Tab page	Standard
  Overview	Add or remove tables, and for each table: Define whether notes are included when data is imported or exported. The Noteoption is relevant only if you add a document of the type Noteby using the document management system. Select whether a query should be used to limit the data that is exported from each table, and set up the query by selecting Export criteria.

• For Exceldefinition groups:

  Tab page	Excel
  Overview	Add or remove tables, and for each table: In the Export statuscolumn, define how export is performed. You can select Export to, Exported in part, or Exported in total. Note If the status is Exported in partor Exported in total, then the table will not be included in any later exports. In the Import statuscolumn, define how import is performed. You can select Delete and import, Import, Imported in part, or Imported in total. Note If the status is Imported in partor Imported in total, then the table will not be included in any later import. In the File namecolumn, select the file from which data is imported or to which data is exported. In the Use export criterioncolumn, select whether special criteria should be used for the export, for example only customer account numbers within a certain range or customers from certain ZIP codes. When it is selected, the actual criteria are defined by clicking the Export criteriabutton. In the Exclude tablecolumn, select whether to exclude a table from export or import instead of removing it from the definition group. In the Validation levelcolumn, select whether data should be validated, and if so, whether it is validated after each field or after each table. If Tableis selected, then validateWriteis executed. If Fieldis selected, then validateFieldand validateWriteare executed. This tab also displays status after data has been exported or imported.
  Conversion	Setting up this tab is optional. Add X++ code to manipulate data before it is added to tables in Microsoft Dynamics AX during import.
  Import criteria	Setting up this tab is optional. Add X++ code to manipulate data before it is added to the current record in Microsoft Dynamics AX during import. This code is executed after any code on the Conversiontab.
  Log files	Setting up this tab is optional. This tab is a status page for import or export success. You can select whether to view a log file for information about data that was not imported.
  Preview	Preview the data that is to be exported or imported by using the settings that are defined on the other tabs. If no file exists, you receive an error message.

• For Customdefinition groups:

  Note
  You can use Customdefinition groups for import only.

  Tab page	Custom
  Overview	Add or remove tables, and for each table: In the Import statuscolumn, define how import is performed. You can select Delete and import, Import, Imported in part, or Imported in total. Note If the status is Imported in partor Imported in total, then the table will not be included in any later import. In the File namecolumn, select the file from which data is imported. In the Validation levelcolumn, select whether data should be validated, and if so, whether it is validated after each field or after each table. If Tableis selected, then validateWriteis executed. If Fieldis selected, then validateFieldand validateWriteare executed. This tab also displays status after data has been imported.
  General	Use Field separatorto specify how the fields are separated in the import file. If a separator is not defined, then the start and end positions must be defined by using Field setup. The number of fields in each record is automatically calculated when you select the field separator. The Validation levelfield is the same as the one on the Overviewtab. We recommend that you use either Fieldlevel or Tablelevel validation. In the Unique fielddrop-down list, select the field that is unique for each record. After a record with that identifier is imported, duplicate records are skipped.
  Conversion	Setting up this tab is optional. Add X++ code to manipulate data before it is added to tables in Microsoft Dynamics AX during import.
  Import criteria	Setting up this tab is optional. Add X++ code to manipulate data before it is added to the current record in Microsoft Dynamics AX during import. This code is executed after any code on the Conversiontab.
  Log files	Setting up this tab is optional. This tab is a status page for import success. You can select whether to view a log file for information about data that was not imported.
  Preview	Preview the data that is to be exported or imported by using the settings that are defined on the other tabs. If no file exists, you receive an error message.

To set up individual fields for each table, click the Field setupbutton.

The form looks different depending on the type of the definition group. For complete guidelines about how to set up the Field setup form, see Fields (form).

Close the form to save the setup.

To start the actual export or import, click Export toor Importon the Data export/importdialog box ( Administration> Periodic> Data export/import).