Data Migration in AX 2009 for Customers-Urgent Solution Required

Hi,

I have to migrate data for customer .Kindly give me detailed procedure how to perform datamigration. I dont have any idea of Migrating Data in AXAPTA.Plz reply ASAP

My advice is do not do it, you need to do this ASAP without having any idea, there are many options here and you will not know the best to choose. Partnersource has some base scripts to help with the global address book, but frankly there are so many potential issues you need help, you need to have someone who knows what they are doing and they spend time sitting with you and going through it.

Our company can help if you are in Canada

I’d suggest taking a look at Atlas from Globe Software. It provides for reporting from or uploading to any table, any field in AX2009 (and AX 2012 too!) from within MS Office. Templates are available for with the field mapping already done for many common uploads like master records. www.globesoftware.com.au.

Actually i have read articles for migrating data through excel sheet on MSDN and performed the expost in EXcel but now i ma not getting where to add these new worksheet in the excel and how to get it back in Ax.I have created definition group for that and selected fields for customer table which i wanted to export and i successfully received those fields in excel file but now i am not getting where to add data and how to get them back intables in the AX correctly.I have taken reference from this particular link…

http://community.dynamics.com/product/ax/axtechnical/b/daxit/archive/2010/01/14/dynamics-ax-2009-8211-import-customer-master-vendor-master-and-their-primary-addresses.aspx

Plz guide me whatt to do next…

Thanx for Concern…But I need the solution over here .

The solution is to start learning then, no one will give you something that meets your needs and resolves your issues, anything they give you you would need to review and understand. There are discussions on here about customer migration with pointers to sites, search the site and read these.

Plz see the second last post…when I select the definition group and try to modify the code on on import criteria as

Cust.insert();

return false;

instead of

return true;

so that i can bypass the already existing data insert in table again…but the system is not allowing me to make any change in that return true;…

so in that case what i am supposed to do…that kind of issues i am facing and i need solution for that only.

Plz see the second. last post…when I select the definition group and try to modify the code on on import criteria as

Cust.insert();

return false;

instead of

return true;

so that i can bypass the already existing data insert in table again…but the system is not allowing me to make any change in that return true;…

so in that case what i am supposed to do…that kind of issues i am facing and i need solution for that only.

Hi Kalpan

As adam said in the second post, its very much important to analyse basic configuration in the application.

First you have to check that the company in which you want to migrate “customer” data is having any global address book and it may be included under virtual compay.

So its always better to follow Ax suggested best practices.

Please find below link for the GAB whitepaper and i hope it gives more clarity on “customer” & “vendor” data migration.

http://www.microsoft.com/download/en/details.aspx?id=24651

Cheers

Somu Birur

Hi SOmu,

Thanx for the link…It is quite good to learn from…:slight_smile: