Migrate Customer Data
You can migrate existing customer data from an existing ERP system to Microsoft Dynamics NAV using the data migration tools of RapidStart Services for Microsoft Dynamics NAV. You can use Excel .xlsx files as the data carrier. You can also manually move the data by entering it directly into the company.
The Config. Package Card window and the Configuration worksheet provide access to the functions and views to perform all the tasks that relate to data migration. We recommend that you migrate one table at a time, to handle dependencies in your data. In migration, you will also touch the master data tables, which contain information about customers, vendors, items, contacts, and the general ledger.
Warning
The Apply Template function overwrites existing data in a record. If this function is used in master data migration, it will overwrite the imported data when you create records.
The following table describes the sequence of tasks with links to topics that describe them. These tasks are listed in the order in which you generally perform them.
| To | See |
|---|---|
Evaluate default data migration files and determine whether they meet the customer's needs. |
|
Create new customized migration files if the default migration files do not meet the customer's needs. |
|
Export necessary migration files. |
|
Automatically or manually capture customer information. |
|
Import customer information into the Microsoft Dynamics NAV company. |
|
Validate customer information and resolve errors before applying customer information to the Microsoft Dynamics NAV database. |
|
Apply validated customer information to the Microsoft Dynamics NAV database. |