Import master data

Now it’s time to migrate master data from your old ERP solution to your new Business Central. But before you do so, you must plan how master data are structured in the new solution.

If you migrate from a Dynamics NAV, you have probably customized the solution by adding additional fields to tables like the item card, the customer cars and the vendor card. You now have the job to decide where the master data will end up in Business Central. If you migrate from another brand of ERP solution, you must compare the systems to determine if there is data from your old solution that has no natural place in the new.

Your solution includes the Master Data Information app, and it allows you to design your own data structures. Start by watching these two videos – to get an idea of what the solution can do:

Video Specifications on items »

Video Text on customers »

The app can do a lot more than what you have just seen in the two videos, and if you want to take full advantage of it, dive into these 3 collections of videos about Master Data Management:

It is a good idea to master the structure of master data from the beginning. It is difficult to change later. And so, we come to the 2 tasks you have to do now:

Check for data from your old system that doesn’t have an obvious location in your new Business Central.
Decide how the master data should be structured and create the fields you need in your new solution. This is especially important for Items, Customers and Vendors.
Have you decided on the structure of master data – and created the necessary fields?

Migrate master data

You are now ready to import Customers and Vendors. And, if you have Items, now is the time to import those, too.

There are a lot of videos you need to watch now. The videos explain how to input data manually – or you can import it using Excel templates that we have prepared for you. A bit further down, you will find links to the Excel templates designed for the import function you see in the videos.

There may be other, more detailed, data that you want to import before you get started. This may be things like sales prices that vary from customer to customer – or perhaps bills of materials, if you use those. You will also find below a link to videos describing how to do all this.

How to add master data manually

You should now watch a series of videos about adding data manually. Watch more »

How to import master data with Import Worksheet

You should now watch a series of videos about importing master data to your Business Central. Watch more »

How to use import templates in Excel

You should now watch a series of videos about using Excel templates to import master data to your Business Central. Watch more »

Import of other master data

You can use the Import Worksheet to import other types of master data such as sales prices for customers, or bills of material. See where you can use this tool in this video:

Video Which tables does Master Data Import Worksheet apply to? »

You are now ready to choose which master data you will import by which method. It is now time for you to put all relevant master data into your Business Central.
Have you imported all the debtors/customers you need?
Have you imported all the creditors/vendors you need?
Have you imported all the items you need?
Have you imported all the other master data you need?
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