Bulk Upload from Excel into Microsoft Dynamics
Are your bulk uploading processes cumbersome, error prone, and manually intensive? Do you spend too much time adding data in Excel and then re-keying it in Microsoft Dynamics? Atlas lets you automate Excel reports after upload and offers a fast, automated, secure, and repeatable means of uploading bulk data into Microsoft Dynamics from within the familiar Excel environment.
Import Journals, Budgets, Orders, Timesheets, and More
Choose from a rich library of templates or quickly create a custom upload template, populate with data, validate, then upload into Microsoft Dynamics AX or Microsoft Dynamics 365 for Finance and Operations, fully honoring Microsoft Dynamics security. You can automate Excel reports and upload data to any Microsoft Dynamics module, including Accounts Payable, Accounts Receivable, Budget, Fixed Assets, General Journal, General Ledger, Inventory Management, and more.
Simple, intuitive data upload
Fully integrated with Atlas, an intuitive wizard-driven approach selects pre-built upload templates. Users can also create custom templates. Update or append any Microsoft Dynamics AX or Microsoft Dynamics 365 for Finance and Operations table, and automate Excel reports without needing any help from IT.
Append and upload data to any table
Update any Microsoft Dynamics module by appending new data, updating existing records, and automating Excel reports. Atlas provides extremely flexible uploading capabilities that even enable you to update records from multiple companies at the same time.
Upload journals and batches
Save time by uploading your journals and batches straight from Excel, too. Atlas empowers you to upload month-end accruals, a new budget broken down by period and ledger account, sales orders split by customer accounts, and more.
Safe and secure
Atlas inherits existing Microsoft Dynamics AX or Microsoft Dynamics 365 for Finance and Operations security and includes data validation with standard warnings and error messages to help you troubleshoot any validation errors.
We simply make your work easier. Meet some of our customers:
"With Atlas, it is now less than 30 seconds, compared to 30 minutes manually."
"Atlas is a tool I use every day for analysis and reporting. We'd be nowhere near as productive without it."
"Atlas has been instrumental in improving efficiency, timeliness, and value of our reporting and control processes.”
"With Atlas, we were able to build reports in-house that would have cost us thousands of dollars in consulting. Even when our partner told us they could not create the report in D365, we were still able to build it with Atlas."
Learn to automate Excel reports and get started with Atlas. Fill in the form and we will contact you.