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

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Migration of data from old system

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Is there a way of migrating data from another system including old purchase orders, supplier invoices, customer sales orders / invoices so that we can have an overall history of the company data and to help with reconciling of stock over a previous period?

Or a way of bulk uploading such data without having to enter every individual transaction one by one?

We can get the old company data onto a MYOB file if that is of help.

Many thanks.

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Renato Fajdiga 1,855 on at

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Hi,

you can use Edit in Excel functionality or Configuration package to import data to the sales header, sales line, purchase header, purchase line tables, and then post those documents to get the posted documents such as invoice, credit memos and so on.

To import data into Business Central you need to have an Excel file format or develop XML ports which you can use to import data that are in CSV or XML file.

Open purchase orders, sales orders will stay open in Dynamics 365 Business Central.

Br,

Renato

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