Hi,
I am trying to find out how to import/migrate historical data into Dynamics Business Central?
Kind regards
Phil
Hi,
I am trying to find out how to import/migrate historical data into Dynamics Business Central?
Kind regards
Phil
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.
Hi Steve,
I get the above and thank you, But what about creditor and debtors historical data?
Kind regards
Phil
Hi Steven,
Thank you for the reply. I will be looking into this later today.
Kind regards
Phil
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.
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