Frequently Asked Questions (FAQ)
How do I install the Smart Import for Excel app?
You can install the app directly from Microsoft AppSource.
See our Getting Started guide for detailed instructions.
Do I need to set up templates or mappings?
No. The app uses AI to recognize and match columns from your Excel file automatically — no manual setup or templates required.
What file formats are supported?
The app supports .xlsx Excel files.
What happens if some Excel columns are not recognized?
Unrecognized columns will be ignored. The app only imports data that can be matched to Business Central fields. You can review mappings before final import.
Can I use the app with custom journal layouts?
Currently, the app supports standard journal types in Business Central. For custom journals, contact our support for possible solutions.
Is there a trial version available?
Yes. The app comes with a 15-day free trial with all features enabled.
Who can use the app? Are permissions required?
The user must have permissions to read/write in the relevant journal tables and must be able to import data via extensions.
See Permission Requirements for more details.
Is my Excel data sent to external servers?
No. Your data is processed within the Business Central environment using Microsoft’s secure infrastructure. Column matching is powered by AI, but no data leaves your tenant.
I uploaded an Excel file but nothing was imported. What should I check?
- Ensure that your Excel file is in
.xlsxformat. - Make sure column headers are descriptive (e.g., "Amount", "Document Date", "Account No.").
- Review the mapping preview.
Where can I get help if I encounter issues?
You can contact our support at support@evoleaps.com.
Please include screenshots and a description of the issue.