Customer receipts bulk upload

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Posted on by SJ-27010837-0

I am posting customer receipts in the customer journal one by one. Is there an option to upload customer receipts in bulk ?

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Jonas "Jones" Melgaard 4,753 Super User 2025 Season 2 on at

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Customer receipts bulk upload

Hi @SJ-27010837-0,

Can you mention the product you are using, as the bulk upload depends on the product in question.

You might not have Data Management available in your application.

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Abhilash Warrier 3,640 Super User 2025 Season 2 on at

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Customer receipts bulk upload

Hi,
Steps to Bulk Upload Customer Receipts

Use the "Customer Payment Journal Line" Data Entity

Navigate to Data Management > Workspaces.

Select Import and choose the "Customer Payment Journal Line" data entity.

Create a Sample Entry for Reference

Manually enter one receipt in the Customer Journal.

Export the journal using Data Management, filtering by the Journal Batch Number.

Use this exported file as a template to create multiple entries.

Prepare the Bulk Upload File

Add all customer receipts to the exported template.

Ensure all required fields (e.g., customer account, amount, payment method) are correctly filled.

Import the File

Go to Data Management > Import.

Select the "Customer Payment Journal Line" entity and upload your file.

Validate the data and process the import.

Use Excel Add-ins & Document templates

Create Customer payment proposal for generate the payments due for collection ( optional)

If this helped, please mark it as "Verified" for others facing the same issue.
Keep in mind that it is possible to mark more than one answer as verified.

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CA. Vipul Pal 2 on at

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Customer receipts bulk upload

Hi SJ,

You can upload Customer receipts in bulk through Data management (available under Workspaces), Data entity for importing the receipt lines is "Customer payment journal line".

I would recommend creating 1 line manually and exporting the Journal from Data management by filtering with specific Journal batch number, use the same Data entity "Customer payment journal line" for exporting. This one line can be used as a base to create other multiple lines. After you've added the other lines, Import the same file via Data management with Data entity "Customer payment journal line".

I hope above solution solves your problem.

Regards,

Vipul Pal

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Vahid Ghafarpour 11,908 Super User 2025 Season 2 on at

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Customer receipts bulk upload

you can upload customer receipts in bulk in Dynamics 365 using the Data Management Framework:

https://www.youtube.com/watch?v=j0AmjIVrRE8

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