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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Consolidating Companie...
Microsoft Dynamics GP (Archived)

Consolidating Companies - Merging in documents from given a Date from the old Company

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Posted on by jjardine 80

I am trying to consolidate two companies into one. I'd like to copy the old company's documents into the consolidated company from a given date up until today (ex: From June 1st until Jan 19th).

Is there any simple way to do this? I wouldn't mind building a script or even a migration app (C#/VB.NET) to accomplish this.

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  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    Hi,

    It depends how big is your transactions.  The following are the various methods you can use.

    1) Integration Manager

    2) eConnect

    3) Importing through macro

    If you import all transactions please note that you might have to post receipt and payments again and applying the same again, and reconcile the same.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    There is quite a bit to consider with this task, such as:

    1. Do both companies share the same master records, i.e., Customers, Vendors, Items, chart of accounts, etc?

    2. Are the companies currently in the same instance, meaning they share the same DYNAMICS database?

    3. Are both companies the same currency?

    If you can answer yes to the above questions, your best bet is to export transactions from your source company and import them into your destination company using one of the tools Babu suggests, as these tools provide data validation during import.

    You could also use Scribe Insight or SmartConnect to migrate the data but I would not suggest trying to script this or create a migration app because you'd have to build data validation into either of those options.

    If you can't answer yes to those questions, then you have some additional setup to do in your destination company prior to importing data.

  • jjardine Profile Picture
    jjardine 80 on at

    Yes to all 3.

    Thanks for both of your feeback. We currently use eConnect so I looked into that approach first, but it doesn't seem to easily let you retrieve data from the server without first setting up "eConnectOut", which I'm being told I cannot do.

    I also checked out Scribe and was a little disappointed. This program is pretty outdated and I have the manually construct the queries? I feel like I could accomplish the same things using an SSIS package. The "Microsoft Dynamics GP" Adapter doesn't seem to even work, either. The interface reminds me a lot of integration manager.

    I think at this point it might be worth me simply learning the database schema and manually migrating the data through SQL scripts.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Have you considered dumping the data out of SQL into Excel files and using Integration Manager to import into the company B?

  • Suggested answer
    jjardine Profile Picture
    jjardine 80 on at

    Thanks Frank, I think that is the solution I will end up using.

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