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

How to import billing pennylane data to business central + sales history?

(2) Share

Report

Posted on by Community member

Hello,

I am currently project lead on IT strategy within my company.

I am convinced Business Central could be of great value, but have a few questions regarding migration / how fast we can adopt Business Central to deal with quotes and invoicing.

We are currently using pennylane.

As well, how can I import sales history of my company to have starting base for our reporting?

Thanks alot,

Categories:

Dynamics 365 Business Central

All responses (3)

Answers (0)

Suggested answer

Azqar 52 on at

Like (0)

Report

How to import billing pennylane data to business central + sales history?

You will need configuration packages

First you need to export data from 3rd party software probably in excel file then you make configuration packege according to the data on your sales reports means you need to know the fields which you will import into BC. All the lines should be aligned with table fields you want to import. Please make sure the name in excel file should match with configuration pack name. Once the data is imported in BC, you can do what you like.

And of course you will need the opening balances.

You can learn BC through

https://youtube.com/@Iusedynamics-365

And it depends how fast learner are you to adapt BC... anything is possible

Thanks
Suggested answer

Valentin Castravet 28,288 Super User 2025 Season 1 on at

Like (0)

Report

How to import billing pennylane data to business central + sales history?

how fast we can adopt Business Central to deal with quotes and invoicing.

That depends on many factors. What other modules are you planning to use in the system? How many users? It can take from as little as month to under a year.

As well, how can I import sales history of my company to have starting base for our reporting?

Typically you want to start with opening balances rather than importing historical data.

Valentin Castravet

Zander ERP Services
Gerardo Rentería Ga... 20,560 Most Valuable Professional on at

Like (0)

Report

How to import billing pennylane data to business central + sales history?

Hi

The direct migrations that Business Central allows are the following

Migrate on-premises data to the cloud - Business Central | Microsoft Learn

From other ERPs and systems, the relevant data must be analyzed and extracted, transformed into a compatible format and loaded into Business Central, for this we rely mainly on configuration packages.

Set Up Company Configuration Packages - Business Central | Microsoft Learn

Definitive Guide To Configuration Packages In Business Central - Business Central Geek

BR

GR