The C5 Data Migration Extension for Dynamics NAV

This extension makes it easy to migrate customers, vendors, items, and your general ledger accounts from Microsoft Dynamcis C5 2012 to Dynamics NAV.

Note

The company in Dynamics NAV must not contain any data. Additionally, after you start a migration, do not create customers, vendors, items, or accounts until the migration finishes.

To migrate data

There are just a few steps to export data from C5, and import it in Dynamics NAV:

  1. In C5, use the Export Database feature to export the data. Then send the export folder to a compressed (zipped) folder.
  2. In Dynamics NAV, choose the Search for Page or Report icon, enter Data Migration, and then choose Data Migration.
  3. Complete the steps in the assisted setup guide. Make sure to choose Import from Microsoft Dynamcis C5 2012 as the data source.

Note

Companies often add fields to customize C5 for their specific line of business. Dynamics NAV does not migrate data from custom fields. Also, migration will fail if you have more than 10 custom fields.

Viewing the Status of the Migration

Use the Data Migration Overview page to monitor the success of the migration. The page shows information such as the number of entities that the migration will include, the status of the migration, and the number of items that have been migrated and whether they were successfull. It also shows the number of errors, lets you investigate what went wrong and, when possible, makes it easy to go to the entity to fix the issues. For more information, see the next section in this topic.

Note

While you are waiting for the results of the migration, you must refresh the page to display the results.

Correcting Errors

If something goes wrong and an error occurs, the Status field will show Completed with Errors, and the Error Count field will show how many. To view a list of the errors, you can open the Data Migration Errors page by choosing:

  • The number in the Error Count field for the entity.
  • The entity, and then the Show Errors action.

On the Data Migration Errors page, to fix an error you can choose an error message, then choose Edit Record to open a page that shows the migrated data for the entity. After you fix one or more errors, you can choose Migrate to migrate only the entities you fixed, without having to completely restart the migration.

Tip

If you have fixed more than one error, you can use the Select More feature to select multiple lines to migrate. Alternatively, if there are errors that are not important to fix, you can choose them and then choose Skip Selections.

Note

If you have items that are included in a BOM, you might need to migrate more than once if the original item is not created before the variants that reference it. If an item variant is created first, the reference to the original item can cause an error message.

Verifying Data After Migrating

If you want to verify that your data migrated correctly, you can look at the following pages in C5 and Dynamics NAV.

Microsoft Dynamcis C5 2012 Dynamics NAV
Customer Entries General Journals
Vendor Entries General Journals
Item Entries Item Journals

In Dynamics NAV, the batch for the migrated data is named C5MIGRATE.

Note

Remember that we migrate only open entries. You will not find any historical data.

Stopping Data Migration

You can stop migrating data by choosing Stop All Migrations. If you do, all pending migrations are also stopped.

See Also

Denmark Local Functionality