Importing Data from Legacy Accounting Software using a Configuration Package

You can import master data and some transactional data from other finance systems based on the default configuration package in Finance and Operations, Business edition. In the Configuration Packages window, you can work with the package to import and validate the data before you apply the package.


Configuration packages are part of RapidStart Services for Finance and Operations, Business edition, an extensive toolkit for setting up new solutions based on customers' business requirements and setup data. RapidStart Services also offers functionality for import of legacy data. For more information, see Setting Up a Company With RapidStart Services.


Alternatively, use data migration wizards to import data from QuickBooks or Dynamics GP. For more information, see QuickBooks Data Migration or Dynamics GP Data Migration.

Working with Data in Excel

When you export the default configuration package to Excel, the generated workbook contains a worksheet for each table in the package. To simplify your tasks, you can take advantage of the XML manipulation tools that are built into Excel. You can also use Excel built-in functions to help with data formatting and to put data in the correct cell. For example, add a blank worksheet and copy the legacy data to it. Then make an Excel formula to map data in the transformation worksheet between the fields in the exported worksheet and customer legacy data. After you have mapped all of the data, copy the range of data onto the table worksheet.


Do not change the columns in the worksheets. If they are moved, changed, or deleted, the worksheet cannot be imported into Finance and Operations, Business edition.

Tables in the Default Configuration Package

The default configuration package supports the following tables:

  • Payment Terms
  • Customer Price Group
  • Shipment Method
  • Salesperson/Purchaser
  • Location
  • GL Account
  • Customer
  • Vendor
  • Item
  • Sales Header
  • Sales Line
  • Purchase Header
  • Purchase Line
  • Gen. Journal Line
  • Item Journal Line
  • Customer Posting Group
  • Vendor Posting Group
  • Inventory Posting Group
  • Unit of Measure
  • Gen. Business Posting Group
  • Gen. Product Posting Group
  • General Posting Setup
  • Territory
  • Item Category
  • Sales Price
  • Purchase Price

Importing Customer Data

After the customer data has been entered in Excel, you import the data into Finance and Operations, Business edition. In the Configuration Packages window, you import the data from the Excel file, and you can validate that the data is consistent with Finance and Operations, Business edition before you apply the package.

See Also

Importing Business Data from Other Finance Systems
Setting Up a Company With RapidStart Services
QuickBooks Data Migration
Dynamics GP Data Migration

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