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Small and medium business | Business Central, N...
Suggested Answer

Can I copy a company without the transaction data?

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Posted on by 22

Is it possible to make a copy of a company in Business Central without all the transaction data?  I just want the company with all the setup but no transactions, a clean copy?

  • Suggested answer
    Gulshan Shubham Profile Picture
    2,210 on at

    Nope. Not possible in base Business Central. Customization would be inevitable for this.

  • Lars Lohndorf-Larsen Profile Picture
    Microsoft Employee on at

    Hi,

    Like Gulshan says, you can't do this without customizations. But to achieve something similar, you could set up configuration packages in Rapid Start to export master tables like Customer, Item, Vendor, etc. Setting up configuration packages:

    docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

    And then of course you would also need to include setup tables. Depending on your setup, that could be workable, or maybe unpractical, but I think that once you have made a set of configuration packages that works for you, you can use them again and again. Maybe worth considering,

  • Kelvin Hew Profile Picture
    195 on at

    I use this method as well to copy company. Not the best, but it worked.

  • Suggested answer
    Gulshan Shubham Profile Picture
    2,210 on at

    Hi,

    Just try this also.

    Use "Export to a Data File" and "Import from a Data File functionality."

    7271.png

    1884.png

    You can see multiple checkboxes and hence accordingly you can export/import your data.

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