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export from one BC company and import into a new BC company

Posted on by 105
We made a false start last year with BC. We have all our customers, dimensions, recurring journals, etc set up exactly how we want them, but we entered only one month of FY 2023 data before abandoning the project. Now we would like to start again with FY 2024. I can ask our partner to erase the data for FY 2023 so that we can start over, but I'm wondering if there is a not-too-complicated way I can do it myself.

Perhaps an alternative would be to export my COA, customers, recurring journals, and dimensions from the old company and start fresh, importing this info into the new company. Is is possible to export this info from one company and import into another?

Thanks in advance for your help!
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 71,232 Super User 2024 Season 2 on at
    export from one BC company and import into a new BC company
    You can also try the new feature below.
    Business Central 2023 wave 1 (BC22) new features: Set up and sync master data across companies (Master data management)
     
    PS:
    Microsoft Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages)
    Dynamics 365 Business Central: How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)
     
    Hope this helps
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 23,440 Super User 2024 Season 2 on at
    export from one BC company and import into a new BC company
    Yes, you can use Configuration Packages to export/import data in a company or between companies

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