Import data

Path: Business functionality > Set up Business Central > Import data · tier official · system none · narrative reviewed (checked by Opus)

Overview

This section describes how to move existing business data into Business Central when setting up. There are two pages, and each covers a different source: a QuickBooks app, or any other finance system via Excel.

For QuickBooks users, built-in data migration extensions handle both QuickBooks Desktop and QuickBooks Online, and are started from assisted setup. They migrate records such as customers, vendors and inventory.

For other sources, the Excel page explains how to import data using Excel files or configuration packages. The default configuration package supports 27 tables covering master data and transactions. Start with the QuickBooks page if you come from QuickBooks, otherwise start with the Excel page.

Key points

• QuickBooks Desktop and QuickBooks Online are both supported through built-in data migration extensions.
• The QuickBooks migration is started from assisted setup.
• QuickBooks migration covers customers, vendors and inventory.
• Excel import suits data from other finance systems.
• Data can be imported using Excel files or configuration packages.
• The default configuration package supports 27 tables for master data and transactions.
• The Excel page also touches on data transformation and master data migration.

Learn pages

• Transfer data from a QuickBooks app: Migrate your customers, vendors, inventory items, and general ledger accounts from QuickBooks Desktop or Online to Dynamics 365 Business Central.
• Use Excel to import data: Use the default configuration package to add customer data in Excel and import the data back into Business Central.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1808 “Data Migration Wizard” · captioned “Data Migration” · on Table 1800 “Data Migrator Registration”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.