Data Migration Using Assisted Setup

Click here to view all NAV related blog posts.

With Microsoft Dynamics NAV 2017 you can use assisted set up to perform certain set up tasks based on the wizard. The data migration is one of these tasks. This is what we call the data migration using assisted set up. This is based on a wizard.

You can import from Excel, but you can also import from other finance solutions, for example QuickBooks. This is using the extension management in Microsoft dynamics NAV, which means that in real life you can use these extensions and also build extensions to use other finance software applications.

Click Departments/Administration/Application Setup/General/Assisted Setup.

Select Migrate Business Data and Start Setup. Follow the instructions:

The import process is the same as using Rapid Start. The only difference is that here we are working with a wizard.

Configure New Company Using Rapid Start Services

Click here to view all NAV related blog posts.

You can create a new empty company and use the RapidStart file and apply it to the new company. For example:

Create a new blank company. For more information click here.

Go to the newly created blank company and use the Rapid Start Services to setup the new company. This will open a wizard with Different Steps

You can start filling in the details in various steps, however the most important step in this case is the step where you can select package and Apply Package.

Based on the amount of data it may take few minutes to process. Once the data is applied, you will receive a message with relevant details, i.e. number of records processed, number of records inserted, number of errors found and number of records inserted.

Error Handling

When you open the package, the column No. of Package Errors will shown number of records that have errors, in red. You can click on the number to drill down and see those records.

Clicking on Show Error will give you the reason behind the error, based on which you can take corrective measures.

NOTE: In all these import functions that we have available in the RapidStart, the system will never import directly to the final table. The system will always import two configuration tables so two RapidStart tables you could say. So that first of all we have still the opportunity to check that everything is OK. And secondly, the system will also provide information on errors if they might exist.

Most of the data migration process is done based on the data that you receive from your new customer. You will see his vendor list, his item list and so on. In a lot of cases you will have to clean up the data because in the data maybe codes are used that are not being recognized by the system. But there are a couple of very interesting functions that we can use in order to resolve these differences:

  • Field Mapping
  • Create Missing Codes

Field Mapping

It’s mapping old values with new values. For example, in a customer list or a vendor list that I have received the country codes used are USA and BEL, for example. While the new values that we use in Microsoft Dynamics NAV are based on the ISO values, US and BE.

Instead of having to modify all of those old values in Excel, you can simply map old values to new values so that when the system recognizes an old value it will map it automatically to the new value in your system.

For Example:

Suppose you want to enter some field mappings for the customer table because you know that in the data you have received from your new customer, customer records are using AUS (for Australia) and so on. And so there you want to map to the existing country codes AU in your system (which is ISO based). So what you can do is now go to table, fields and then you need to go to the field for which you want to enter a mapping. In this case you can take number 35 which is the country region code. And now if you click on Mapping in the ribbon, you can enter the old value and the new value. It’s as simple as that. Similarly you can do it for other fields.

Create Missing Codes

Create missing codes is quite a simple feature but a very efficient and very effective one. It is a feature that you can use to create codes that don’t exist already in the system.

For example:

Suppose that you are importing a customer with a specific postcode that doesn’t exist already in Dynamics NAV. Then you will see that by using the create missing codes feature the system can automatically create a new post code.

You can apply the create missing codes feature for almost all the fields for which you know that when importing you might have the risk that you import codes that do not exist in the system. With the create missing codes feature the system will automatically create these codes.