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 |
---|---|---|---|---|
Input | Document
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| Requires bulk data of the user that needs to be imported. |
Output | Document
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| 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:
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 |
---|---|---|---|
Label*
Default Value: Dynamics 365 Finance 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.
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Integration type
Default Value: DMF package API | Dropdown list | N/A | Choose the type of import API. The available options are:
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Unique file name Default Value: None | 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 | 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 | 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 {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: Recurring integrations - Finance & Operations | Dynamics 365 |
Entity Default Value: None | 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 | String/Expression/Suggestion | N/A | Specify the legal entity for data import. |
Composite entity Default Value: Deselected | 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 Value: 5 | Integer/Expression | N/A | Specify the amount of time between job status check requests. |
Timeout (seconds) Default Value: 60 | Integer/Expression | N/A | Specify the connection and response timeout for the requests made to the server. |
Number of retries Default Value: 0 | Integer/Expression | N/A | Specify the maximum number of retry attempts between failures. |
Retry interval (seconds) Default Value: 1 | Integer/Expression | N/A | Specify the amount of time between retry attempts. |
Snap Execution Default Value: | Dropdown list | N/A | Select one of the following three modes in which the Snap executes:
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Troubleshooting
Error | Reason | Resolution |
| Too many requests are sent to the Dynamics 365 Finance and SCM endpoint. | All Dynamics F&SCM Snaps include |
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.
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.
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