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Business Central / Data Migration

Dynamics 365 C5 Data Migration Extension

Dynamics 365 C5 Data Migration Extension

This article explains about Dynamics 365 C5 Data Migration Extension. This extension makes it easy to migrate customers, vendors, items, and your general ledger accounts from Microsoft Dynamics C5 2012 to Business Central. You can also migrate historical entries for the general ledger accounts.

What Data is Migrated?

The following data is migrated for each entity:

1. Customers

  • Contacts
  • Location
  • Country
  • Customer dimensions (department, center, purpose)
  • Shipment method
  • Sales Person
  • Payment terms
  • Payment method
  • Customer price group
  • Customer invoice discount

If you migrate the accounts, the following data is also migrated:

  • Customer posting setup
  • General journal batch
  • Open transactions (customer ledger entries)

2. Vendors

  • Contacts
  • Location
  • Country
  • Vendor dimensions (department, center, purpose)
  • Invoice discount
  • Shipment method
  • Purchaser
  • Payment terms
  • Payment method
  • Vendor invoice discount

If you migrate the accounts, the following data is also migrated:

  • Vendor posting setup
  • General journal batch
  • Open transactions (vendor ledger entries)

3. Items

  • Location
  • Country
  • Item dimensions (department, center, purpose)
  • Sales line discounts
  • Customer discount groups
  • Item discount groups
  • Sales price
  • Tariff number
  • Units of measure
  • Item tracking code
  • Customer price group
  • Assembly BOMs

If you migrate the accounts, the following data is also migrated:

  • Inventory posting setup
  • General posting setup
  • Item journal batch
  • Open transactions (item ledger entries)

4. Chart of Accounts

  • Standard dimensions: Department, Cost Center, Purpose
  • Historical G/L transactions

Dynamics 365 C5 Data Migration Steps

Dynamics 365 C5 Data Migration

Dynamics 365 C5 Data Migration

There are just a few steps to export the data from C5, and import it in Business Central:

  1. In C5, use Export Database feature to export the data. Then send the export folder to the compressed (zipped) folder.
  2. In Business Central, choose the icon, enter the Data Migration, and then choose Data Migration.
  3. Complete the steps in the assisted setup guide. Make sure to choose Import from Microsoft Dynamics C5 2012 as the data source.

Viewing the Status of Dynamics 365 C5 Data Migration

Utilize the Data Migration Overview page to monitor the success of the migration. The page shows the information such as the number of entities that the migration will include, the status of the migration, and the number of items that have been migrated and whether they were successful. It also shows number of errors, lets you investigate what went wrong and, when possible, makes it easy to go to the entity to fix the issues.

How to Avoid Double-Posting

To help avoid the double-posting to the general ledger, the following balance accounts are used for open transactions:

  • For the vendors, we use the A/P account from the vendor posting group.
  • To the customers, we use the A/R account from the customer posting group.
  • For the items, we create a general posting setup where the adjustment account is the account specified as the inventory account on the inventory posting setup.

Correcting Errors in Dynamics 365 C5 Data Migration

If something goes wrong and an error occurs, the Status field will show the Completed with Errors, and the Error Count field will show how many. To view the list of the errors, you can open the Data Migration Errors page by choosing:

  • The number in Error Count field for the entity.
  • The entity, and then the Show Errors action.
Data Migration Errors

Data Migration Errors

On the Data Migration Errors page, to fix an error you can choose an error message, and then choose the Edit Record to view the migrated data for the entity. If you have several errors to fix, you can choose the Bulk-Fix Errors to edit the entities in a list. You still need to open the individual records if the error was caused by a related entry though. For example, a vendor will not be migrated if an email address of one of their contacts has an invalid format.

After you fix one or more errors, you can select Migrate to migrate only the entities you fixed, without having to completely restart the migration.

Verifying Data After Performing Dynamics 365 C5 Data Migration

One way to verify that your data migrated correctly is to look at the following pages in C5 and in the Business Central.

Microsoft Dynamics C5 2012 Business Central Batch Job to Use
Customer Entries General Journals CUSTMIGR
Vendor Entries General Journals VENDMIGR
Item Entries Item Journals ITEMMIGR
G/L Entries General Journals GLACMIGR

Stopping Data Migration

You can stop Microsoft Dynamics 365 C5 Data Migration by choosing Stop All Migrations. If you do, all the pending migrations are also stopped.

Migrating Business Data from Other Finance Systems

When you sign up for Microsoft Dynamics 365 Business Central, 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 the information about customers, vendors, inventory, and bank accounts.

Role Center

Role Center

From the Role Center, you can start an assisted setup guide that helps you transfer the business data from an Excel file or from the other formats. The type of files that you can upload depends on the extensions that are available. For example, you can migrate the data from QuickBooks because Business Central includes an extension that handles the conversion from QuickBooks. If you want to migrate data from the other finance solutions, you must either check if an extension is available for that solution or import from Excel.

Business Central includes the templates for accounts, customers, vendors, and inventory items that you can choose to apply when you import your data.

You can import the master data and some transactional data from other finance systems based on the default configuration package in Business Central. In Configuration Packages page, you can work with the package to import and validate the data before you apply the package.

Importing Data from Configuration Packages

Importing Data from Configuration Package

Importing Data from Configuration Package

Business Central includes a configuration package that you can export to the Excel and set up your data there. Then, you can import the data from the Excel again. The package consists of 27 tables, including the 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

Working with Data in Excel

Working with Data in Excel

When you export the default configuration package to the Excel, the generated workbook contains a worksheet for each table in the package. To simplify your task, you can take advantage of the XML manipulation tools that are built into Excel. You can also use the Excel built-in functions to help with data formatting and to put data in the correct cell.

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

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