File Imports

Gravity has multiple file import protocols primarily through a CSV file structure. The import tools include:

See Import Templates for templates that can be used to format data for import.

As part of the Power Platform the Microsoft import can can access any table in the database that the user has security to see. To use the import the user must have system administrative privileges. Imported data must be completely structured to meet the table and related table requirements. For example to import a transaction the user must format the header and line item records completely and identify the relationship between them.

To access the Microsoft imports you can perform a single table import from an entity grid or access https://admin.powerplatform.microsoft.com/ for complex imports. Select the Environment and go to Settings.

From the menu selection you can select Import and then select the files to be imported.

The Microsoft Import is best used for importing master file records like Chart of Accounts and Vendors, or for complex multi-currency imports. It allows access to every table and field the user has security to access.

The Gravity import tool is optimized to import transaction records from a single flat file. Users do not have to create header records as the import will automatically summarize and create the header information from the line items imported.

Options for the Gravity Import include:

The Gravity import allows you to create or select a previously created template. Once the template is selected and the mapping verified Gravity will invoke a workflow to imort the lines.