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B1 Tools - Custom Importer

Streamline your data import processes.

Do you spend too much time preparing data for import?

Well then it's time you have a look at B1 Tools Custom Importer.

One of the greatest features we've recently added is the ability to lookup live data via SQL queries during the import. So Custom Importer can get the DocEntry of a record if you only have the Document Number or Customer Reference. Or it can find the Cost Centre based on some specific createria. You can basically build the same rules that you have for your Formatted Searches, into your import templates to ensure data consitency.

Benefits

Custom Importer is a module of B1 Tools.

Import data Faster

Makes it much easier for users as it's simply another function in Business One.

Save time preparing data

Imports from a single .csv file so no need to set up multiple files with duplicated data.

Include LIVE data

Retrieve LIVE system data such as Document Numbers while importing.

Define Custom Templates

Define and save custom mapping templates and then re-use these to quickly import your data.

Test Import

Do a test run of the import to validate your mapping and data.

Import as Draft

Check the created Documents before submitting.

Features

Custom Importer is a module of B1 Tools.

Runs inside Business One

Makes it much easier for users as it's simply another function in Business One.

Single File

Imports from a single .csv file so no need to set up multiple files with duplicated data.

Built-in field mapper

Has a built-in mapper which makes it easy to map your file columns to Business One fields.

Define Custom Templates

Define and save custom mapping templates and then re-use these to quickly import your data.

Test Import

Do a test run of the import to validate your mapping and data.

Import as Draft

Most objects types can also easily be imported as Drafts.

Property Mapper

The built-in property mapper allows you to easily map your file columns to Business One fields. You can also define custom templates and re-use these to quickly import your data.

The mapper includes your custom UDF's and even lists SAP Business One Enumerations for you to select from.

Supported Business One Object Types

Sales A/R:

  • Sales Quotation
  • Sales Order
  • Delivery
  • Return
  • A/R Invoice
  • A/R Credit Memo
  • Drafts of above

​Purchasing A/P:

  • Purchase Order
  • Goods Receipt PO
  • Goods Return
  • A/P Invoice
  • A/P Credit Memo
  • Drafts of above

​Banking:

  • Incoming Payments
  • Outgoing Payments

​Inventory:

  • Goods Receipt
  • Goods Issue
  • Inventory Transfer
  • Inventory Transfer Draft
  • Inventory Transfer Request
  • BP Catalog Numbers

Other

  • Journal Entries
  • Bank Statements
  • Projects

Note: Most transactions can also be imported as Drafts.

The B1 Tools Custom Importer is the easiest way to import sales and purchasing documents and Journal Entries from CSV files into Business One.

Custom Importer - Overview Video

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Steve Jobs