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Customer receipts bulk upload

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Posted on by SJ-27010837-0

I am posting customer receipts in the customer journal one by one. Is there an option to upload customer receipts in bulk ?

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CA. Vipul Pal 2 on at

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Customer receipts bulk upload

Hi SJ,

You can upload Customer receipts in bulk through Data management (available under Workspaces), Data entity for importing the receipt lines is "Customer payment journal line".

I would recommend creating 1 line manually and exporting the Journal from Data management by filtering with specific Journal batch number, use the same Data entity "Customer payment journal line" for exporting. This one line can be used as a base to create other multiple lines. After you've added the other lines, Import the same file via Data management with Data entity "Customer payment journal line".

I hope above solution solves your problem.

Regards,

Vipul Pal
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VaHiX 4,413 Super User 2025 Season 1 on at

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Customer receipts bulk upload

you can upload customer receipts in bulk in Dynamics 365 using the Data Management Framework:

https://www.youtube.com/watch?v=j0AmjIVrRE8

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