Skip to main content
Avalara Help Center

Export and import exempt customer entity/use code mapping in Microsoft Dynamics 365 Finance and Operations

Export entity/use code mapping information as an Excel spreadsheet before you upgrade to the latest version of Connector for Microsoft Dynamics 365 Finance and Operations, and then import that spreadsheet and restore mapping once you've upgraded.

Steps

  1. Before you upgrade Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax > Utilities > Other Utilities > Export Entity/Use Code Mapping to Excel.
    The entity/use code mapping downloads to your computer as an Excel spreadsheet.
  2. Upgrade Microsoft Dynamics 365 Finance and Operations.
  3. In Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax > Utilities > Other Utilities > Import Entity/Use Code Mapping from Excel.
  4. Select Browse, find and select the Excel spreadsheet, and then upload it.
    The entity/use code mapping is imported and restored.