Worker or Employee Import using Excel Add ins in Dynamics Ax 2012

Hello Everyone , Today i will explain one more alternative(One Method i have explained in my previous post) and preferred method of Importing Employee Master data in ax 2012.

We can import master data using service and use that service in Excel Add in.

Step-1: Create Service : Organization administration > Setup > Document Management > Document Data Source > Select Module Human Resource > Add HcmWorkerImport service and activate

Step-2: System Administration > Setup > Services and Application Integration Framework > Inbound port > Select Hcm services and activate it

Step-3: Now Open Microsoft Excel > Dynamics AX tab > Click on Option and select company > Click on Add Data > Add data > Select the service which we have activated

Step-4: Sheet will get created with related tables, now select Worker table first and drag following fields in sheet, shown below in screen shot

Personnel number

Name.Party ID

Name.Party type

Name

Step-5: Add sheet and select people table and  drag following fields in sheet, shown below in screen shot

Display as

Party ID

Name

Personnel number

Party type

Step-6: Add sheet and select person name table and  drag following fields in sheet, shown below in screen shot

Effective:

Personnel number

Party ID

First name

Middle name

Last name

Expiration:

Step-7: Add sheet and select employment table and  drag following fields in sheet, shown below in screen shot

Company.DataArea

Employment end date

Employment start date

Personnel number

Worker type

Step-8: Add data in all sheets and publish it. It will add employee and worker with the basic details. After that if you want to add more details you can take reference of party id or personnel number.

Hope It will Help You!
Thanks!!! 

Importing Employees or Workers with Excel Add ins in Ax 2012

Hello everyone, today i will explain how we can import employee or worker master data in ax 2012 with Excel Add in. 

Step-1: Import data in Dirperson table, check the next number (Organization administration > common > number sequence > Address book > dirparty )

Open Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > DirPerson table

Name	Party ID	Party type
Shankar Narayanan Ramaswamy	000012830	People
Trevor D' Mello Joseph	000012831	People
Aadel Ahmed Ahmed Shaikh	000012832	People
Abbas Ali Shah	000012833	People

Add data and publish

Step-2: Import Person information like first name, last name etc...

Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > DirPersonName table

Add required data and publish

Step-3: Create Personnel id in HcmWorker table.

Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > HcmWorker  table

Personnel number	Name.Party ID	Name.Party type	Name
000033	000011190	People	Ganesh
000006	000012141	People	Adnan Mohd Z
000007	000012142	People	Arvin Gumato Pareja
000008	000012143	People	Abdulelah Khan
000009	000012144	People	Hani Radi Al Owais
000010	000012145	People	Bharath Kumar

Add data and publish.

Step-4: Converting worker to Employee or Contractor in Hcm Employement table.

Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > HcmEmployment table

Company.DataArea	Worker.Personnel number	Company.Name	Employment end date	Employment start date	Worker type
			01-01-2155 05:29	18-03-2014 02:30	Employee

Add data and publish.

Like this you can add you data by taking reference of Party Id or Personnel Id. This i have tried for one of our customer and it worked fine. 

Thanks!!!!