Importing Bank Details

Note: A local installation of Microsoft Excel is required to complete this process.

In order to perform payments with the Atlar extension you'll have to populate a set of Atlar specific bank details on the recipient's records in Business Central. To make this process easier you can follow the below guide to import bank details in bulk.

1. Download the Template
   Make a copy of this bank details template spreadsheet.

2. Populate the Template
   Fill in the bank details for your vendors, customers, and employees in the copied spreadsheet.

3. Open Business Central

   1. Navigate to Atlar Configuration and click Run Setup to install or update the configuration package that will be used to import bank details.
   2. Navigate to the Configuration Packages.

4. Export the Current Configuration

   • Select Atlar from the list of configurations.
   • Click Export to Excel to download the current configuration file.

5. Transfer Data

   • Open both the downloaded Excel file and the populated template.
   • Copy all rows (excluding the header) from the template.
   • Paste the copied rows into the exported Excel file and save it. Be aware that Excel can interpret numbers as integers and cut off leading zeros.

6. Import Back into Business Central

   • Go to the Import Bank Details page.
   • Click Import from Excel and upload the updated file.

7. Verify the Import
   Open a bank account card for any entity (e.g., a vendor) to confirm the imported data appears correctly.