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Is it possible to migrate master data from CIN7 to Microsoft Dynamics 365 Business Central?

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Posted on by Satish Srivastava

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Is it possible to migrate master data from CIN7 to Microsoft Dynamics 365 Business Central? If so, what is the best approach to ensure a smooth transition? Specifically, what are the key steps involved in extracting, transforming, and importing critical business data such as customers, vendors, inventory, and financial records? Additionally, what tools or methods can be used to automate the migration process, and what challenges should be anticipated during data validation and reconciliation?

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Dynamics 365 Business Central

Dynamics 365 Business Central migration

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Mustafa Omerbegović 1,473 Super User 2025 Season 2 on at

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Hello,

I think that the best option is to use the Configuration Package. You can read more on the link bellow.
Firstly, you should upload your master data form the Chart Of Accounts, Vendors, Customers, Items, Resources, posting groups and so on.

Also, you will need to have populated data in tables Payment Terms, Unit of Measures, Post Code, Payment Method....before you start importing Vendors, Customers because you will need to define Payment terms for your customers.

Configuration packages have functionality for validation of data and you can use it to be sure that your data is validated correctly.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/set-up-standard-company-configuration-packages

Best option is to read or see some videos about configuration packages and start importing your data and you would see your results.

If you have more specific question regarding configuration packages feel free to ask.

Greetings.

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tlhgolfer 23 on at

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To add to this post. I would absolutely agree configuration packages are the best way to migrate data. You can also use the Edit in Excel features or in some cases you can paste from Excel into some windows that have basic setups such as payment terms, payment methods and such.

The only "Out of the Box" migration packages for BC are Quickbooks and Great Plains.

Hope this adds some more assistance.

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YUN ZHU 95,750 Super User 2025 Season 2 on at

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Hi, Microsoft does not provide a standard migration tool for CIN7.

If you use methods other than Configuration Package, this requires customization, but these customizations are only used once in the initial stage, so almost no partners recommend doing this.

PS: Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages)

https://yzhums.com/4286/

Hope this helps.

Thanks.

ZHU

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Valentin Castravet 31,510 Super User 2025 Season 2 on at

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Hope this helps as well - How to Import Data Using Configuration Packages in Dynamics 365 Business Central - Dynamics 365 Business Central Insights

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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