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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Historcial data migration
Small and medium business | Business Central, N...
Suggested Answer

Historcial data migration

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Posted on by CU04081252-0 58
We need to do the data migration for historical data for 1/3 year, so how to proceed with data migration. Should transaction level data be migrated? If not, then what should be migrated in historical data and how same should be migrated? And if only opening balances are to be migrated, then how same should be done?
 
What are the best practices for data migration? My client has to do data migration from Sage-300 to Business Central. 
 
Thankyou for help in advance!
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Dynamics 365 Business Central
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  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 6,321 on at
    Hello,

    Best practice is not to migrate full historical transactions. Instead, migrate master data, opening balances, and open AR/AP documents as of a cutover date. Post opening balances using G/L, Customer/Vendor, Item, and FA journals, then reconcile to Sage. Keep Sage as read-only for history/audit. This approach is lower risk, faster, and aligns with standard BC implementations.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Sumit Singh Profile Picture
    Sumit Singh 10,261 on at
    Hi, 
     
    As per my opinion, do not migrate all historical transactions unless legally required. Keep full history in Sage for reference and migrate only what Business Central needs for day‑one operations.
    What to migrate:
    • Masters & Setup: Chart of Accounts, posting setup, dimensions, customers, vendors, items, banks.
    • Operational Data: Open AR/AP invoices, inventory on-hand, fixed assets with book values, bank balances.
    • Financial Opening Balances: Post opening balances via General Journal with a balancing account

     

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