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Migrating historical data

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Posted on by 4

Hi,

I am trying to find out how to import/migrate historical data into Dynamics Business Central?

Kind regards

Phil

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,864 Super User 2024 Season 1 on at
    RE: Migrating historical data

    When you are importing the debtor and creditors, you need to make sure that GL balance is not affected.

    Import to General Journal and post it. You can post the balancing accounts to suspense account or do another journal to reverse the effect on GL.

  • Philj Profile Picture
    Philj 4 on at
    RE: Migrating historical data

    Hi Steve,

    I get the above and thank you, But what about creditor and debtors historical data?

    Kind regards

    Phil

  • Philj Profile Picture
    Philj 4 on at
    RE: Migrating historical data

    Hi Steven,

    Thank you for the reply.  I will be looking into this later today.

    Kind regards

    Phil

  • Verified answer
    Steven Renders Profile Picture
    Steven Renders 5,048 Super User 2024 Season 1 on at
    RE: Migrating historical data

    Hi Phil,

    Typically this is done by importing the historical transactions into a corresponding journal and then posting that. You can not, and should never, import directly into ledgers.

    docs.microsoft.com/.../across-import-data-configuration-packages

    The rapid start functionality might also help here. And there's also an API that you can use to import.

    docs.microsoft.com/.../admin-tips-and-tricks-rapidstart-services

    If however you are coming from Dynamics NAV, then there's intelligent sync functionality that can auto-migrate historical data from an on Prem BC to one in the cloud.

    docs.microsoft.com/.../ui-extensions-data-replication

    docs.microsoft.com/.../data-replication-intelligent-cloud

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