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!!!