Dynamics 365 Finance & Operations file upload

Share your Dynamics 365 Finance & Operations data by exporting and uploading a file

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow. Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Dynamics 365 Finance & Operations account, go to the bills section where you can see a list of bills.
2. If required, apply filters to show the bills you want to export. If a from date filter is available, select the last year.
3. Find the Export option, choose Excel or CSV format, and download the file.
4. Upload the file using the link provided to you.

Upload suppliers (optional)

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Dynamics 365 Finance & Operations account, go to the suppliers section.
2. If required, apply filters to show the suppliers you want to export.
3. Find the Export option, choose Excel or CSV format, and download the file.
4. Upload the file using the link provided to you.

Upload payments (optional)

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Dynamics 365 Finance & Operations account, go to the payments section.
2. If required, apply filters to show the payments you want to export.
3. Find the Export option, choose Excel or CSV format, and download the file.
4. Upload the file using the link provided to you.

Upload expenses (optional)

Supported file formats: XLS, XLSX, XLSM, CSV

1. In your Dynamics 365 Finance & Operations account, go to the expenses section.
2. If required, apply filters to show the expenses you want to export.
3. Find the Export option, choose Excel or CSV format, and download the file.
4. Upload the file using the link provided to you.