How to import supplier bills into Dynamics 365 Finance with a data package

Importing bills from a CSV means loading many supplier bills into your accounting system from one spreadsheet instead of typing each one.

Before you start

• Data management access

The Dynamics 365 Finance way

Where to find it: Data management workspace, vendor invoice entities

1. Build the file using the vendor invoice header, line and attachment entities.
2. Import the data package in Data management.
3. Turn on automatic prepayment application and workflow submission if wanted.
4. To get the right layout, create pending invoices with lines and header attachments, export the Vendor invoice header, Vendor invoice line and Vendor invoice document attachment entities from Data management and use that package as your template.
5. The invoice lands in the company where the import job runs, unless the caller names a company ID in the request.
6. Fix failures at Accounts payable > Invoices > Import failures > Vendor invoices that failed to import. Edit the record, then select Create pending invoice.

Limits in Dynamics 365 Finance

• Attachments must be header attachments.
• An attachment on a failed import is not shown and must be attached again.
• The import uses data packages in Data management.

Good to know in Dynamics 365 Finance

• Imported invoices can be submitted to workflow by a background task hourly or daily.
• Imported invoices get Include in automated processing switched on automatically and cannot be edited while in the process.
• Settings include Automatically apply prepayment for imported invoices, Automatically submit imported invoices to workflow and Automatically match product receipts to invoice lines. The background tasks run hourly or daily under System administration > Setup > Process automations.

Common mistakes

• Attaching documents to lines in the import file, when only header attachments are supported.
• Not setting the background task for workflow submission when you want imported invoices submitted hourly or daily.

More help

• How to import AP invoice records from a CSV into Kinetic
• How to import supplier invoice records from a CSV into IFS Cloud
• How to import vendor bill records from a CSV into NetSuite
• How to enter a vendor invoice with line items in Dynamics 365 Finance
• How to get vendor invoice records in by email to Dynamics 365 Finance
• How to stop paying a vendor invoice twice in Dynamics 365 Finance
• All Dynamics 365 Finance how-to guides
• Pulsify setup guides

Sources

Last checked 2026-10-19. Confidence: confirmed.

• learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoice-automation
• learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/vnd-invoice-set-up-options