Share This Post

Importing Business Data from Other Finance Systems

When you sign up for Business Central, with Importing Business Data from Other Finance Systems you can choose to create an empty company so that you can upload your own data and to test your new Business Central company.

Depending on the finance solution that your business uses today, you can transfer information about customers, vendors, inventory, and bank accounts.

From the Role Center, you can start an assisted setup guide that assists you to transfer the business data from an Excel file or from other formats. The type of files you can transmit depends on the extensions that are available.

For example, you can migrate data from QuickBooks because MS Business Central includes an extension that handles the conversion from QuickBooks. If you want to migrate the data from other finance solutions, you must either check if an extension is available for that solution or import from MS Excel.

MS Business Central includes templates for accounts, customers, vendors and the inventory items that you can choose to apply when you import your data. You can import the master data and some transactional data from the other finance systems based on the default configuration package in MS Business Central.

For larger implementation work, you can use RapidStart Services for MS Business Central, which is an extensive toolkit for setting up new solutions based on customers business requirements and setup data. RapidStart Services also offers functionality for import of business data.

Importing Business Data from Other Finance Systems Services

  • Setting Up a Company With RapidStart Services

You can set up a new company in MS Business Central with the RapidStart Services, that is a tool designed to reduce the deploy times, enhance the quality of implementation, begin a repeatable approach to implementations and increase the productivity by automating and making the recurring tasks simple.

RapidStart Services helps you gain an overview of the setup process of your new company by providing a worksheet in which you can set up the tables often included in the configuration process of the new companies. As you do this, you can create a questionnaire to guide your customers through the collection of setup information.

Your customers have the option of using the questionnaire to set up the application areas, or they can open the setup page directly and perform the setup there. Importantly, the RapidStart Services helps you, as a customer, prepare the company with default setup data that you can fine tune and customize.

You can use the following components to speed up your company setup:

  • Configuration wizard
  • Configuration worksheet
  • Configuration packages
  • Configuration templates
  • Configuration questionnaire

Lastly, when you use RapidStart Services for Importing Business Data from Other Finance Systems, you can configure and migrate existing customer data, such as a list of customers or items, into the new company.

  • Importing Data from Configuration Packages

Microsoft Dynamics Business Central includes a configuration package that you can export to Excel and set up your data there. Then, you can import the data from Excel again by Importing Business Data from Other Finance Systems

The package consists of 27 tables, including master data such as customers, vendors, items, and accounts, other basic setup tables such as shipping methods, and transactions tables such as sales header and lines.

  • Working with Data in Excel

When you export the default configuration package to MS Excel, the generated workbook has a worksheet for each table in the package. To ease your tasks, you can take control of the XML manipulation tools that are built into MS Excel.

You can also use MS Excel built-in functions to help with the data formatting and to place the data in the correct cell. For example, attach a blank worksheet and then copy the legacy data to it.

Then make an Excel formula to map data in the transformation worksheet between the fields in the exported worksheet and customer legacy data. After you have mapped all of the data, copy the range of data onto the table worksheet.

  • Tables in the Default Configuration Package

The default configuration package supports the following tables:

  • Payment Terms
  • Customer Price Group
  • Shipment Method
  • Salesperson/Purchaser
  • Location
  • GL Account
  • Customer
  • Vendor
  • Item
  • Sales Header
  • Sales Line
  • Purchase Header
  • Purchase Line
  • Gen. Journal Line
  • Item Journal Line
  • Customer Posting Group
  • Vendor Posting Group
  • Inventory Posting Group
  • Unit of Measure
  • Gen. Business Posting Group
  • Gen. Product Posting Group
  • General Posting Setup
  • Territory
  • Item Category
  • Sales Price
  • Purchase Price

On the Configuration Packages page, you can work with the package to import and validate the data before you apply the package. To import the item pictures, you can use a dedicated function on the Inventory Setup page. For more information, please contact us.

Share This Post

Leave a Reply

Notify of
Skip to toolbar