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Administration> Periodic> Data export/import> Definition groups> Import

Use this form to define options for data import from a Microsoft Office Excel workbook to Microsoft Dynamics AX and to start the actual import. The file that you want to import must have been created by exporting from Microsoft Dynamics AX to Microsoft Excel so that it is the required format.

Note
This import does not support updating record reference data types (RefRecId) in the imported tables.

About the Microsoft Office Excel import file

In the Microsoft Office Excel import file, a worksheet exists for each table that was exported. Each worksheet has the same name as the table that was exported.

If any table to be exported contains more records than the maximum number of rows that can be handled on one worksheet, a new worksheet is automatically created during the export.

In addition to a worksheet for each table, two other worksheets exist, #DEF and #Lookup. #DEFholds information that is needed for the import, and #Lookupis used to support lookups on the worksheets.

The #DEFsheet contains the following information:

Microsoft Dynamics AX version
Version of Microsoft Office Excel used for the export
Date of the export
Language
Name of the definition group used for the export
List of the tables included in the export

Tasks that use this form

Data export/import – Definition groups (form)

Import and export definition groups

Importing and exporting data

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Use this form to define options for data import from a Microsoft Office Excel workbook to Microsoft Dynamics AX and to start the actual import.
Advanced	Define advanced options for the data import.
Batch	Prepare batch processing on the Batch tab

Fields

Field	Description
Definition group	Shows the unique name of the definition group that specifies the tables and fields to import data to. Using a definition group is optional for Microsoft Office Excel import. Definition groups are created in the Definition groups form.
File name	Click the browse button (folder icon) to locate the file that contains the data to be imported. If no file name is given, the file name that is specified in the definition group is used.
Import rule	Select an import rule: Use Definition group settings– By default, data is imported according to the specifications in the definition group. Insert only new records– Compare with existing data in Microsoft Dynamics AX and import data only if the record does not already exist. Insert new and update existing records– Compare with existing data in Microsoft Dynamics AX and update existing records and add new records. Insert only records into empty tables– Import data only if the Microsoft Dynamics AX tables are empty. Clear tables before inserting records– Delete existing data before importing the data.
Include system and shared tables	Select this check box if system or shared tables have been exported and modified outside Microsoft Dynamics AX. System tables hold basic application data, such as available languages, user name list, and permissions. Shared tables hold data shared across company accounts, such as database log information, OLAP data, and e-mail settings.

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