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Small and medium business | Business Central, N...
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How to copy data from one company to another in D365 Business Central?

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Posted on by 79

Hi team, 

I am trying to copy data like vendors, GL, etc from a company (CRONOS US) to another company.

I tried using the 'Configuration worksheet' option where I can select a particular Line type (like Customer,Vendor,Item etc) > Copy Data from Company > Select CRONOS US> OK> Apply Data.

After I have done this I see that the records in table are changed. I would like to know/validate how and where the values are changed. 

For Instance, I have 8 items in my Vendors list. I have copied vendors from another company to my company. I see the same number of 8 vendors though it says 3 tables have been added. 

Any help appreciated. 

Thanks,

Avinash 

Domain6Inc

  • Suggested answer
    Bilal Haider Profile Picture
    248 on at
    RE: How to copy data from one company to another in D365 Business Central?

    Hi,

    One reason why your total number of vendors are 8 is may be the 3 vendors you imported have the same No (Primary Key) that your vendors already have. Otherwise you are using correct way.

    Another way to copy data from one company to other if its in same environment is to use Copy Data from Company function. Its an action on Config Worksheet. Open it select the company from where you want to copy data. Then select the tables and copy. One issue that this way has that your table where data needed to be imported should be empty. This way also not validates data.

    Regards,

    Bilal Rai

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: How to copy data from one company to another in D365 Business Central?

    Hello,

    From the area you are importing the package from, you can validate package and look through the details before actually import.

    Thanks.

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