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.

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Microsoft Dynamics 365
Dynamics AX

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. 

Data upload

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.

Upload any table

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.

Journals upload

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 & Secure

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.

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Learn to automate Excel reports and get started with Atlas. Fill in the form and we will contact you.