Let's understand how to download unpaid vendor invoice data from Microsoft Dynamics 365 into a CSV file and upload it to Finofo's platform. This article will provide you with a straightforward process to retrieve and prepare your vendor invoice data for easy upload.
How to get started?
From your Dynamics 365 dashboard, navigate to the “Outstanding Vendor Invoices” section.
Locate the export icon at the top right of the screen and select "Open in Excel."
💡 Note: This action will initiate the download of an Excel (.xlsx) file to your computer.
Once the file is downloaded, open it in Microsoft Excel. Navigate to the 'File' tab and select 'Save As'.
In the file type dropdown menu, choose 'CSV', and then save the file.
You now have a CSV file containing your unpaid vendor invoices, ready to be imported.