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Varicent ELT Assistant

Microsoft Dynamics import

Connect your Varicent ELT and Microsoft Dynamics accounts to import your data.

Important

This is an Available connector, which might require technical support to connect to your business system using REST API. For more information, contact support@varicent.com.

Importing data
  1. In Varicent ELT, select the Data module from the sidebar navigation pane.

  2. Click Import data.

  3. In the Third party sources section, click Dynamics.

  4. Click New connection.

  5. On the Connect to your Data page, under the Connector name, enter the name of the connection.

  6. Under Your Dynamics URL, enter the URL of your Microsoft Dynamics account, and then click Next.

    Note

    If you are not signed in to your Microsoft Dynamics account, Varicent ELT redirects you to the site to sign in.

  7. On the Select data page, under Directory, enter the name of the directory to get the data.

  8. Under Start date, enter the start date of the data you are selecting, and then click Next.

  9. On the Import data page, review your data and select the data to obfuscate (if any), and select Preserve out of bound dates to maintain any dates outside the date range, and then click Next.

    1. On the Filter data page, optionally click Filter data to refine your data, or click Import data to continue.

    2. Click Import data to continue.

    Note

    For more information about how to configure data filters, see: Filter data.

  10. On the Review page, review the data sets that you want to import.

  11. Click Import data.

    The data is available on the My Data page.

Error handling

The following errors may appear during the import process:

Error

Description

(error code: xxxx) message

Import failed with the Microsoft Dynamics error. For more information, see: Web service error codes.