Magic Documents Import
Automate document ingestion and email invoice processing in Microsoft Dynamics 365 Business Central. Eliminate manual data entry by importing invoices, purchase orders, and financial documents from files and email attachments with intelligent data extraction.
What is Magic Documents Import?
Magic Documents Import is a Business Central add-on by BC-Magic that automates the entire document ingestion pipeline. Instead of manually keying in data from invoices, purchase orders, and credit memos, Magic Documents Import reads your documents, extracts key information, and creates the corresponding records in Business Central automatically.
Email Invoice Processing
One of the most powerful features of Magic Documents Import is automatic email invoice extraction. Simply forward invoices to a dedicated email address (or configure auto-forwarding rules), and Magic Documents Import will automatically detect attachments, extract invoice data, match vendors, and create purchase documents in Business Central — all without manual intervention. This transforms your AP workflow from hours of manual data entry into a fully automated pipeline.
Whether your vendors send invoices via email, upload them to a portal, or deliver physical documents that you scan, Magic Documents Import handles every scenario. The add-on uses intelligent document recognition to identify document types, extract header and line-level data, and validate the results before posting.
Key Features
Document Recognition
Automatically identifies document types (invoices, credit memos, purchase orders) and extracts header fields, line items, totals, and tax information using intelligent OCR and pattern matching.
Email Processing
Automatically monitors a dedicated inbox for incoming invoices. Extracts attachments from emails, processes PDF/XML/image invoices, and creates purchase documents without any manual steps.
Bulk Import
Upload multiple documents at once via drag-and-drop or folder monitoring. Process hundreds of invoices in a single batch with parallel extraction and automatic queuing.
Field Mapping & Validation
Intelligent vendor matching by VAT number, name, or address. Automatic line item mapping by item number, barcode, or description. Built-in validation ensures data accuracy before document creation.
Supported Document Types
| Document Type | Description | Email Support |
|---|---|---|
| Purchase Invoices | Incoming vendor invoices with header, line items, and tax details | Yes |
| Sales Invoices | Outgoing sales invoices for import from external systems | Yes |
| Credit Memos | Purchase and sales credit memos with automatic sign reversal | Yes |
| Purchase Orders | Purchase orders for vendor order management | Yes |
| General Journal Entries | Journal entries from CSV or structured file imports | No |
| Email Attachments | Any supported document type received as an email attachment | Yes |
Supported File Formats
Native & scanned PDFs with OCR
Structured e-invoices (UBL, PEPPOL)
Delimited data files with mapping
JPEG, PNG, TIFF with OCR
Email messages with automatic attachment extraction and processing
Hybrid PDF+XML e-invoice format
Requirements
- Business Central Version 23.0 or later
Both SaaS and on-premises deployments are supported
- Essentials or Premium license
Magic Documents Import works with both license tiers
- Valid BC-Magic license key
Obtained via AppSource or directly from BC-Magic
- Email account for email processing (optional)
A dedicated mailbox (e.g., Microsoft 365) for automatic email invoice ingestion
Quick Start
Get up and running with Magic Documents Import in just a few steps:
Install the Extension
Install Magic Documents Import from Microsoft AppSource or deploy manually for on-premises environments.
Configure Settings
Open Magic Documents Import Setup, enable the extension, set your default document type, and configure email processing.
Set Up Email Integration
Configure your incoming email address, set polling intervals, and define attachment processing rules for automatic invoice ingestion.
Map Your Vendors
Review vendor mapping rules so that the system can automatically match incoming documents to the correct vendor records.
Import Your First Document
Upload a document, forward an invoice email, or drag and drop files into the Import Worksheet to see the magic in action.
Ready to Get Started?
Follow the installation guide to set up Magic Documents Import in your Business Central environment.
Installation Guide