The following illustration is for vendors. Similarly we can do for customers . Wherever needed I have mentioned what change would be required.To import vendors & customers in Microsoft Dynamics AX 2009, follow these steps:
1. In the Navigation Pane, click Administration>Periodic> Data export/import>Excel spreadsheets> Template Wizard.
2. In the Excel Template Wizard, follow the instructions to create a template for “VendTable”. For customers the CustTable should be selected in the table selection step in the wizard.
When creating the template select the option to create a definition group in AX for this template.
Also select the ‘Create supporting table worksheet’. This will create the lookup values for selection in the template worksheet .
3. Ensure that the number sequence is setup for the address book Id in parameter for Global address book. Navigate to Basic>Setup>Global Address Boo
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