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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to move customers ...
Small and medium business | Business Central, N...
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How to move customers from production to sandbox.

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Posted on by CU15011641-0 14
How to move the customers from production environment to sandbox environment?
I already made a configuration package of those customers in production environment and exported it. How can i import them to sandbox environment? if i have to use configuration package, then how?
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Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,120 Super User 2024 Season 2 on at
    How to move customers from production to sandbox.
    You need to fix all the errors in the data. If you don't need the contacts, you can clear out that field in your excel file and then import it again. If you need the contacts, the you'll have to import them as well using configuration packages. 
     
  • Suggested answer
    CU15011641-0 Profile Picture
    CU15011641-0 14 on at
    How to move customers from production to sandbox.
    I am trying to do:
    Importing the Customer back up file (excel) from production environment into sandbox environment.
    I am doing:
    I exported the Customer table (Table 18) from the production environment using a new configuration package and saved it as a backup. Similarly, I exported the Customer table from the sandbox environment (CONTOSO) using a new configuration package and saved it.
    I then copied the customer data from the production environment Excel sheet into the sandbox environment Excel sheet and saved the changes. Next, I opened the configuration package in the sandbox environment and imported the updated data. However, upon applying the data (Apply Data), I encountered errors.
    Errors i am getting:
    The field primary contact no. of table customer contains a value FALSE that cannot be found in the related table (Contact)
    I am getting so many of the different errors of the fields.
     
    Can someone please advice me what to do to resolve these errors and get the excel file data from production back into sandbox.
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,120 Super User 2024 Season 2 on at
    How to move customers from production to sandbox.
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,479 Super User 2024 Season 2 on at
    How to move customers from production to sandbox.
     
    You need to use the configuration packages tools to export/import the data.
     
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 6,039 Moderator on at
    How to move customers from production to sandbox.

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