Custom Importer

The B1 Tools Custom Importer module allows you to import CSV files right from inside Business One.

The Custom Import module comes with a property mapper with which allows you to create your own 'Import Templates'. This maps the columns in your CSV file to the properties on the Business One document header and lines.

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 easily be imported as Drafts.


Supported Business One Object Types

Sales A/R:

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

Purchasing A/P:

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

Inventory:

  • Goods Receipt
  • Goods Issue
  • Inventory Transfer
  • Inventory Transfer Request

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.

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Custom Importer - Overview Video