Dynamics 365 Finance and SCM Bulk Import

In this article

Overview

You can use this Snap to import data associated with the selected entity (in bulk) in Microsoft Dynamics 365 Finance and SCM application.

Snap Type

The Dynamics 365 Finance and SCM Import Snap is a Write-type Snap.

Prerequisites

  • You must create an import project in the Finance and Operations application.

  • A valid account with the required permissions.

Support for Ultra Pipelines

Works in Ultra Pipelines

Known Issues

None.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

 

  • Min: 1

  • Max: 1

  • File Reader

  • Copy

Requires bulk data of the user that needs to be imported.

Output

Document

 

  • Min: 0

  • Max: 1

  • Join

  • Copy

Writes the user information in bulk for an entity.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter when running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab:

  • Stop Pipeline Execution: Stops the current Pipeline execution if the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the remaining records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

Snap Settings

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon (): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( ): Indicates that you can add fields in the field set.

  • Remove icon ( ): Indicates that you can remove fields from the field set.

  • Upload icon ( ): Indicates that you can upload files.

Field Name

Field Type

Field Dependency

Description

Field Name

Field Type

Field Dependency

Description

Label*

 

Default ValueDynamics 365 Finance and SCM Bulk Import
ExampleFinance and SCM Bulk Import

String

N/A

Specify a unique name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.

 

Integration type

 

Default ValueDMF package API
Example: Recurring integrations API

Dropdown list

N/A

Choose the type of import API. The available options are:

  • DMF package API: Data Management Framework's package (REST API) enables you to integrate data using data packages.

  • Recurring integrations API: Enables the exchange of data packages or files between finance and operations and any third-party application or service.

Unique file name

Default Value: None
Example: Import_test

String/Expression

Appears when Integration type is -

DMF package API.

Specify a unique file name that is used to track blob IDs.

If you do not provide an input for this field, the Snap generates a unique file name.

Definition group ID

Default Value: None
Example: user_group_import

String/Expression

Appears when Integration type is -

DMF package API.

Specify the name of the import data project.

This field is mandatory when the Integration type is DMF package API.

Execution ID

Default Value: None
Example: Import_Tabseparated-2023-10-13T08:37:42-669A3F02B6CC424BA17A7C070DD99772

String/Expression

Appears when Integration type is -

DMF package API.

Specify the ID to use for the bulk import job.

Activity ID

Default Value: None
Example:

{69EC303C-2616-464D-92BF-6AC1EFF7A14D}

String/Expression

Appears when Integration type is -

Recurring integrations API.

Specify the activity ID. Learn more about how to obtain the activity ID: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/recurring-integrations#manage-recurring-data-jobs

Entity

Default Value: None
Example: User groups

String/Expression

Appears when Integration type is -

Recurring integrations API.

Specify the OData entity object from which you must import the data.

Legal entity

Default Value: None
Example: dat

String/Expression/Suggestion

N/A

Specify the legal entity for data import.

Composite entity

Default ValueDeselected

Checkbox

Appears when Integration type is -

DMF package API.

Select this checkbox when you use a composite entity for the import.

Job status check interval (seconds)

Default Value5
Example: 10

Integer/Expression

N/A

Specify the amount of time between job status check requests.

Timeout (seconds)

Default Value60
Example: 100

Integer/Expression

N/A

Specify the connection and response timeout for the requests made to the server.

Number of retries

Default Value0
Example: 5

Integer/Expression

N/A

Specify the maximum number of retry attempts between failures.

Retry interval (seconds)

Default Value1
Example: 10

Integer/Expression

N/A

Specify the amount of time between retry attempts.

Snap Execution

Default Value
Example: Validate & Execute

Dropdown list

N/A

Select one of the following three modes in which the Snap executes:

  • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled: Disables the Snap and all Snaps that are downstream from it.

Troubleshooting

Error

Reason

Resolution

Too many Requests - 429

Too many requests are sent to the Dynamics 365 Finance and SCM endpoint.

All Dynamics F&SCM Snaps include retry-after with <number of seconds> in the response header and automatically retry when they encounter a status 429 error. Wait for the retry to succeed.

Error 500

The Client Secret has expired.

Generate a new Client Secret.

Error 401

The token is invalid.

Provide a valid token and reauthorize the account.

Examples

Import Data From a .zip File to the Finance and SCM application

This example demonstrates how we can use the Finance and SCM Bulk Import Snap to import data from a zip file to the application.

Download this Pipeline

Step 1: Configure the File Reader Snap with the .zip file that you want to import to the Finance and SCM application.

Step 2: Configure the Dynamics 365 Finance and SCM Bulk Import Snap as follows with Integration type as DMF Packaging API. You must specify the values for both Definition group ID and Legal entity field, otherwise, the Snap fails.

Step 3: On validation, the Snap displays a success message, which indicates that all the files in the .zip file are imported successfully into the Finance and SCM application.

Step 3: On validation, the Snap displays a success message, which indicates that all the files in the .zip file are imported successfully into the Finance and SCM application.

Downloads

 

  File Modified

File Example_MS Dynamics F&SCM Bulk Import snap with Basic .slp

Oct 27, 2023 by Lakshmi Manda