Introduction - Data migration concepts
The next step after setting up a new company in Business Central is to migrate your data. Even if you used the option to set up a company with standard data, your company includes only standard setup data.
Typical data to migrate includes customers, vendors, and items. We will start with a general overview of data migration in Business Central. Then we'll have a look at data templates. We will also cover how to import data from Excel and how to import data from other applications.
Select data to migrate
It is important to understand what data needs to be migrated. Generally, there are four data sets:
- General ledger accounts
- Customers
- Vendors
- Items
To work with the assisted setup wizard, you can create a Microsoft Excel file containing a sheet for each of these four types of data. You don't have to migrate all of these tables, if the standard data already in the system works for you.