Seamless Import of CSV Data into D365FO Using X++ | Export-Ready Structure for Excel/Text Files

 

💡 Introduction

Managing bulk data efficiently is crucial in Dynamics 365 Finance and Operations (D365FO). Whether you're onboarding new inventory, updating customer records, or syncing external configurations, importing data from CSV files is often the go-to method.

In this guide, we’ll explore how to read and import CSV data using X++ in D365FO, showcasing clean, reusable code with fresh buffer names and practices suited for today's environment.

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📥 1. Importing CSV File Into a Custom Table (Customer Data Example)

x++
static void D365FO_ReadCsvAndInsertData(Args _args)
{
    #File
    FilenameOpen                importFilePath = @"D:\CustomerData.csv";
    CommaTextIo                 csvReader;
    container                   csvRecord;
    boolean                     isFirstLine = true;

    // Custom buffer for target table
    D365CustomerImportTable     customerBuffer;
    CustAccount                 customerId;
    CustGroupId                 groupId;

    csvReader = new CommaTextIo(importFilePath, #IO_Read);
    
    if (!csvReader || csvReader.status() != IO_Status::Ok)
    {
        throw error("@SYS19358");
    }

    while (csvReader.status() == IO_Status::Ok)
    {
        csvRecord = csvReader.read();

        if (csvRecord)
        {
            if (isFirstLine)
            {
                isFirstLine = false; // Skip header row
            }
            else
            {
                customerId = conPeek(csvRecord, 1);
                groupId    = conPeek(csvRecord, 2);

                customerBuffer.clear();
                customerBuffer.CustomerId   = customerId;
                customerBuffer.CustomerGroup = groupId;
                customerBuffer.insert();
            }
        }
    }

    info("Customer import completed successfully.");
}

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🔄 2. Updating InventTable Using CSV Data (Channel, Season & Category)

x++
static void D365FO_UpdateItemAttributesFromCsv(Args _args)
{
    #File

    str                         importPath              = @"C:\TEMP\";
    CommaTextIo                 csvImporter;
    FilenameOpen                selectedFile;
    container                   lineData;
    FileNameFilter              fileFilter              = ["CSV files", "*.csv"];
    boolean                     skipHeader              = true;

    // Fields for import
    ItemId                      itemCode;
    HSOChannelCode              channel;
    HSOAPSeasonCodeId           season;
    HSOAPItemCategoryId         category;
    DataAreaId                  legalEntity             = "USMF";

    // Buffers
    InventTable                 itemBuffer;
    int                         successCount, failCount;
    boolean                     isValidLine;

    selectedFile = WinAPI::getOpenFileName(
        infolog.hWnd(), fileFilter, importPath, 
        "Select CSV File to Update Item Attributes", 
        "csv", "", 1);

    if (!selectedFile)
        return;

    csvImporter = new CommaTextIo(selectedFile, #IO_Read);
    csvImporter.inFieldDelimiter(";");

    if (!csvImporter || csvImporter.status() != IO_Status::Ok)
    {
        throw error("@SYS19358");
    }

    while (csvImporter.status() == IO_Status::Ok)
    {
        lineData = csvImporter.read();

        if (lineData)
        {
            if (skipHeader)
            {
                skipHeader = false;
            }
            else
            {
                isValidLine = true;

                itemCode  = strLRTrim(conPeek(lineData, 1));
                season    = strLRTrim(conPeek(lineData, 2));
                category  = strLRTrim(conPeek(lineData, 3));
                channel   = strLRTrim(conPeek(lineData, 4));

                ttsBegin;

                select forUpdate itemBuffer
                    where itemBuffer.ItemId == itemCode
                    && itemBuffer.DataAreaId == legalEntity;

                if (!itemBuffer)
                {
                    isValidLine = checkFailed(strFmt("Item '%1' not found in InventTable.", itemCode));
                }

                if (isValidLine)
                {
                    itemBuffer.HSOAPSeasonCodeId   = season;
                    itemBuffer.HSOAPItemCategoryId = category;
                    itemBuffer.HSOChannelCode      = channel;
                    itemBuffer.doUpdate();
                    successCount++;
                }
                else
                {
                    failCount++;
                }

                ttsCommit;
            }
        }
    }

    info(strFmt("Item update completed: %1 updated, %2 errors.", successCount, failCount));
}

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✅ Summary

• This article walks you through importing and updating data in D365FO using CommaTextIo.

• It includes clean X++ examples with new buffer naming conventions to avoid reusability concerns and improve clarity.

• We've modernized the process to reflect D365FO standards while preserving AX 2012 functionality for backward reference.

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