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

What is the best way to copy a company configuration to another company

(1) Share

Report

Posted on by Steve Fitzgerald

We're setting up a company in Business Central. After the first is setup we'll have three others that we want to configure. They will all have the same CoA, etc. I want to copy configuration. What's the best practices for this? Assuming I have some technical capabilities is this something that I could do myself or do I need our service provider to do so?

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Suggested answer

Stefano Demiliani 37,172 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

I think that you can use standard tools like Configuration Packages (Rapidstart). Just create a package with all the tables you need to copy, export data and import then back into the new company.

Was this reply helpful? Yes No
Suggested answer

divyeshchitte 970 on at

Like (0)

Report
Copy link

Link copied!

You can ref.

community.dynamics.com/.../configuration-package-tips-from-business-central-support

Was this reply helpful? Yes No
Suggested answer

BCgs 470 on at

Like (0)

Report
Copy link

Link copied!
It might be easier to just copy the company which is easy to do;

Search "Companies"

Process > Copy

Select company with setting you want to copy

Set name as the new company name

Then you will have a new company with the exact settings of the one you have already set up

Was this reply helpful? Yes No
Suggested answer

AndrewThomas81 1,768 on at

Like (0)

Report
Copy link

Link copied!

If you haven't posted any entries yet you can simply copy the company from the Companies list

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

Was this reply helpful? Yes No