Dynamics 365 for Financials – Import from Excel

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

Authored by: Brent Stabiner 

Let’s talk about migrating company data into Dynamics 365 for Financials. Users have the following 3 migration options by default when navigating through the Data Migration wizard, which can be launched from the Assisted Setup window:

  • Import from Excel

  • Import from QuickBooks (IIF)

  • Import from Microsoft Dynamics GP

Users can also find additional migration options from partners in the Extension Marketplace.

Please be aware that once any transactions have been entered into a company the migration tools will not work. If at any point after a transaction is entered there is a need to redo the migration, then a fresh company will need to be created. If a user re-runs the migration without transactions, any existing master records will be updated.

 

This post will specifically cover importing from Excel. Other blog posts are available that discuss importing from the other sources.

 

Import from Excel:

The first step to import data from Excel will be to download the Excel Template.  This option exists within the Data Migration wizard when import from Excel is selected.  The Excel template will have 4 sheets to enter data – ‘GL Account’, ‘Customer’, ‘Vendor’, and ‘Item’.  A user can populate the data accordingly here and import it by completing the steps in the wizard.

Here are some guidelines to keep in mind when importing from Excel:

  • Hover over a column title for info on what should be entered and a maximum field length number.

  • Quantity on Hand does not create transaction entries.

  • If errors are encountered during the migration, utilize the ‘Show errors’ linkbutton to get more information.



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