How to create Customer and Vendor Configuration Package in Navision 2018?

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Posted on by joshtechsolutions

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Hi Community,

May I know how can I create Customer and Vendor Configuration Package in Navision 2018?

I just create a duplicate company, and would like to import the same customers over.

Thank you .

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Nitin Verma 21,698 Moderator on at

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Hi Josh,

Just search "configuration package" page in RTC and then press new button from the list and put the values as per below image and do the export to excel, and in that exported excel file, please fill up your data and import back the the Import from excel button in the same package.

After importing everything you can import those records into actual table, by using Process Data button, it will save all the records in the corresponding tables.

Thanks.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, just add some documents.

https://docs.microsoft.com/en-us/dynamics365/business-central/admin-how-to-prepare-a-configuration-package

https://www.youtube.com/watch?v=0tfELwVFEfY

Hope this also helps.

Thanks.

ZHU

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Community Member on at

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Josh,

Follow these steps... Search for 'configuration package'. Create a NEW package. After you enter the Customer and Vendor tables and select the fields you want to export (just include all of them if you want), click Excel/Export to Excel. You can also Export the Package and Import the Package into your NEW Company. You will however, Import the Excel sheet you exported first, in case you changed or added more records.

Now after you Import from Excel, click Functions/Apply Data.

Hope this helps.

Thanks,

Steve

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sanjeet 2,205 on at

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You can also Export the Package and Import the Package into your NEW Company.

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