Export/Import data using data management in AX 7

In this post I will be showing Import/Export using Data management in  AX7. For the purpose of demonstration, I will take example of product categories.

Product categories are defined in AX can be mapped to Retail category, Procurement category, Sales category etc.

Export of product categories:

Navigate to Data management workspace and create a new export project as shown below:

Click on export.

In export screen:

• Set the name of the project: Product categories (this is similar to processing group in AX 2012)
• Set Target data format : Excel
• Entity name: Product categories

Click on Add entity.
New entity(Product categories) will be added to "Selected files and entity section".

Now our entity is ready for export.
Click on the "Export" on in the action pane.

Now you have 2 options to download.
Download package or download file.

Download Package:

If you choose this option 3 files will be downloaded:
Manifest.xml -> defines the entity structure
PackageHeader.xml -> defines the entity header
Product categories.xlsx -> actual data

Download file:

If you choose this option only excel file containing product categories will be downloaded.

Import of Product categories:

We are going to use the same files from export to Import. Navigate to Data management workspace and create a new import project as shown below:

On import screen:

• Set the name of the project: Product categories import
• Set data format : Excel
• Entity name: Product categories

Click on upload and browse to the excel file which we want to import.
New entity(Product categories) will be added to "Selected files and entity section".

Now our entity is ready for import.
Click on the "Import" on in the action pane.

Your import is complete.

I have shown the import using excel, same can be done by using package.