This document provides instructions for uploading vendor master data into Dynamics 365 Finance and Operations using the Data Import/Export Framework (DIXF). It describes setting up DIXF parameters and source data formats, creating processing groups and entities, generating a sample source file, mapping source fields to target fields, validating and previewing the data, copying data to staging and target tables. Additional steps are outlined for uploading multiple addresses for a single vendor. Frequently asked questions are also answered at the end.

1. DMF
VENDOR MASTER UPLOAD
VENDOR + ITS ALTERNATE ADDRESSES

2. 1a. Set up the DIXF parameters
 Data import export framework > setup > Data
import/export framework parameters
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3. 1b. Set up the DIXF parameters
 Define shared working directory with the help of IT
administrator
 Verify the service connection URL whether working or not
already defined by IT administrator
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4. 2a. Create Source Data formats
 Data import export framework > Setup > Source Data
formats > General
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5. 2b. Create Source Data formats
 Data import export framework > Setup > Source Data
formats > Applications
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6. 3. Create Processing Groups
 DIXF > Common > Processing Groups
 Created items is highlighted..
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7. 4a. Create Entities
 DIXF> Common > Processing Group > VendPG > Click on Action
Button > Entities > Create New > select Vendor
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8. 4b. Generate Source File
 Select entities > Click Action button > Generate Source
File > Process the Wizard through Next
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9. 4c. Generate Source File…
 Select the option while you click next in case mapping already exists.
 Select the fields which you want for the Vendor master template, Use
Up/Down to adjust the columns order in the CSV file and then
Generate the Sample File > Save it as Excel/CSV(comma delimited)/
text which you can further open with Excel and save as again in the
Excel format.( screenshot next slide )
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10. 4d. Generate Source File …
 The main fields which are generated are attached over here .
 On clicking Generate Sample > System will generate the excel file as -
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11. 4e. Generate source file …
 Selected fields in the Generation of Source template for
vendors .
 Generate sample file was saved as CSV/Excel/text and the
file will look like below with some demo data .
 Click on Finish to process the next stage .
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12. 4f. Select the Sample File Path
 Select the file path with filled source data to be uploaded
.This file sample we have attached in the previous slide .
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13. 4g. Generate source mapping (
optional)
 To verify if any mistake in the source file and AX
destination fields in the tables .
 Selected Vendor Entities > Click Action Button >
Generate Source mapping
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14. 4h. Modify source mapping
 To change the mapping between the fields of source and
target .
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15. 4i. View Target mapping
 This is important to know the actual target tables are
affected accurately from the source selected fields at the
time of Generate source file .
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16. 4j.Validate
 Validate the setups .
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17. 4k. Preview Source File
 Preview the source file will help you show the data prior
to the population in the target tables which is also
called Staging Preview . The system push the data to the
Staging table from the source file before actually
targeting the AX Main tables.
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18. 5. Get Staging Data
 Close the Entities Form > go to Selected Vendor Processing group > Click Action Button > Get Staging
Data
 Create a job id for that and Click on Run . You can preview or delete at this time also .
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19. 6a. Copy data to Target
 Click on copy data to Target > Select the Job id to run .
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20. 6b. Copy Data to Target
 This will invoke to transfer the data from the Staging table to the Target i.e., Main
Ax tables ( Staging table – a kind of Bridge b/n source and Target).
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21. 6c. Vendor Master uploaded
 There is primary default address uploaded to the Vendor
but if we need to upload the multiple address we will
start from the next slide.
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22. 7. Vendor Alternate Address
 Follow the same procedure as explained in the previous slide with some changes
detailed below :
 7a. Slide 7 : create the Entity = Vendor Address . It can be created in the same/different
processing group as per the convenience .In case it is same , delete the Entity Vendor
and use only Vendor address . In case if you want to do the Vendor and Address
simultaneously then Sequence Entity = Vendor as “1” and Entity = Vendor Address as
“2”.
 7b. Slide 8 -11: Generate the source file for vendor address . The sample will be
attached in the slide named 7b.
 7c. Slide 12 : Attach the Sample file path for the Vendor Address.
 After this all the steps are same and once done the Vendor address will get
updated .
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23. 7a. Create PG and Entities
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24. 7b. Generate the Source File
 Source file with selection of Fields
 Vendor Address Template
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25. 7c. Vendor Alternate address
uploaded
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26. Questions ?
 Any Questions please let me know .
 FAQ
1. How can we save the file in .csv format ?
2. How can we identify which field we need to select in the source file as the all
fields are with technical name ?
3. What will happen if we would like to update the same record for e.g. some
vendors with new/updated data ?
4. How to add multiple emails, phone , telex, url, fax etc. for single Vendor record
?
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27. FAQ Answers
1. While generating the sample file , the system will ask for first time for saving the
file in required format and there we can select excel > File will automatically open
with blank data > Click on Excel File menu > save as > Change the file type from
Unicode etc. to CSV(comma delimited) . The CSV file can have at most only one
worksheet per file and it is not like multiple worksheets in excel.
2. Go to AX >Vendor Form > Click on Any field > Right click > Personalize > A new
dialog will give the details of each field id used at table level in the right side along
with table name . For multiple vendor address > click on Add in the address Tab
and then navigate to Personalize option.
3. The system will update the records without throwing any errors.
4. This Screenshot explains it which is defined in the source Date format.
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