MSDyn365FO. Electronic Reporting. Parse a text file with different record types.

In the previous blog post series we learned how to import simple CSV file. However, CSV and other text files may contain records of different types that should be imported to different tables or process differently. In this post we will enhance format and mapping created. Let’s say in our example first column represents records type (a, b or c):


In this case we need to change format and add new “CASE” element:


And 3 record sequences instead of one:


Note that each sequence has a predefined value for the String field, that’s how we tell ER that if record has “a” in the first column it should be parsed with RecordA sequence. Also, we changed Multiplicity to “One many” for the sequences, to tell ER that there is at least 1 record for each type. It could be set to “Zero many” if a record is optional or “Exactly one” if we expect it only once in a file.

Now we need to change mapping. Each sequence has system field “isMatched” that is populated if file record is matched to sequence pattern. We will use it to bind 3 record types to same model field, but in a real life examples different records may go to different tables, like header and lines.


Expression used is pretty simple, it takes value from the first record if it is mapped, if not, it checks second record and if it is not mapped as well it takes value from the third.

IF(@.Types.RecordA.IsMatched, @.Types.RecordA.Data.FieldInt, IF(@.Types.RecordB.IsMatched, @.Types.RecordB.Data.FieldInt, @.Types.RecordC.Data.FieldInt))

Also using IsMatched you can provide default values when it is missing in a file.


MSDyn365FO. How to Import CSV file using Electronic Reporting. Part 4 – Map Model to Datasource.

That’s the last step. We have Format to parse data to a model, now we need to write data from model back to actual tables. Open model designer and click “Map model to datasource” in the action pane.

Create new record, set name and description. Select direction, for import it should be “To destination”:


Open designer. In the Data Sources area add data model:


Set name, select model and definition:


Add new destination:


Select table you want to insert to, set name, specify if it should support insert or update\insert and if you need validation to be triggered:


Bind Record List from model to tables’ record list and bind field accordingly:


Save and we are ready to test it!

Go back to Model to Datasource mapping screen, select mapping record and click run in the action pane:


Select file and check the result. I do not have UI for this table, so just going to use table browser:


It’s not that nice to trigger import from the mapping record but that’s the only way I know and in the next post we will look how to trigger it from X++ code, so we could have a button somewhere.

As you can see ER is a really powerful tool that allows users to do tasks that were not possible without development before.

MSDyn365FO. How to Import CSV file using Electronic Reporting. Part 3 – Map format to model.

In this blog post we will create new mapping to map format to model. On the format designer screen, click “Map format to model” button. Create new record, select model definition, specify name and description:


Open designer. In the designer bind Record List from the format to Record List in the model and then bind fields accordingly.


Finally, we can test our format. For the test I’m going to use simple CSV file:


Go back to Model to Datasource mapping form, click run in the action pane and upload the file.


If we’ve done everything right, we will get XML file that contains data mapped to model or errors, if any:


At this stage we have Data Model, Format and Mapping that we’ve tested. In the next blog post we will do the last piece of the setup – map Model to Destination and test the whole import.


MSDyn365FO. How to Import CSV file using Electronic Reporting. Part 2 – Format.

In this blog post we will create new Format. It represents document schema and is used to parse it. Go to Organization administration > Workspaces > Electronic reporting, select Data Model created in the previous post and create new configuration:


In the format designer Add root –> File:


Add sequence and set delimiter to New line – Windows (CR LF). It will tell ER that file has lines split by CR LF. It is possible to select CR for Mac or LF for Linux or specify a custom delimiter.


Add new sequence. This sequence will represent lines. Set Multiplicity to “One many” to say that at least one line is required.


Add another sequence. It will represent individual lines. Set delimiter to ‘,’, to split fields by comma. Use another delimiter, if required.


Add 3 fields:


In the end you should have format like this:


In the next post we will map format to model and test it!



MSDyn365FO. How to Import CSV file using Electronic Reporting. Part 1 – Data Model.

In this post series I will show how to use Electronic Reporting (ER) to import a CSV file. This tool allows us to create new import process without a line of X++ code. It can be maintained by end users without developer’s help and does not require deployments, because can be easily transferred by XML export and import between environments.

I used documentation available, but it does not have enough details, so here I will try to explain the process step by step. We will start from a Data Model creation and go thought all the stages below:


For simplicity, I’m going to use a custom table that has 3 fields: String, Real and Int.


Data Model is an abstraction over destination\source tables and could be used by multiple different formats. In our case, it will be similar to destination table because it’s quite simple. To create it, go to Organization administration > Workspaces > Electronic reporting.


In the designer create model root node:


Add Records List:


Now add 3 fields, one for each in a source file:


In the end you should get this structure:


Change model status from Draft to Completed, it is required for next step.

In the next blog post we will create new Format.