Exporting and Importing detailed aged open debtors documents into a new company

Business Central/NAV
1

Hello.

New Dynamics Nav user here.

I need to export all detailed aged debtors accounts, tidy up and clean out the rubbish and import into a brand new company, suitably aged. Any suggestion as to where to start will be appreciated. I am struggling to find any help on this.

Thanks, Ivor.

2

Ivor,

Since you noted NAV, I would create a Configuration Package on the Table Customer Ledger Entries with a Filter to ONLY INCLUDE ‘OPEN’ = TRUE records. You can export this to Excel and then clean up and import into a NEW Company back into NAV or BC.

Thanks,
Steve

3

Thanks a million Steve. Didn’t realise it would be that easy. Appreciated. Can I push my luck and ask another question? I need to transfer 3 years of GL transactional history as well. Do I pretty much do the same using the G/L Entry or G/L Account tables. Once all is done, we are migrating the new company to BC.

Thanks again

4

Ivor,

Yes, you will write to the General Journal Line table the entries for the 3 years and they will need to balance by month, document no., etc… IT is easy after you create the Export template and import.

Thanks,
Steve

5

Thanks again Steve,

Appreciated.

6

Just remember you can’t import directly into the Ledger Tables, you’ll want to import into a Journal and then Post the Journal.

Ben

7

Thanks Ben,

I wouldn’t go near the tables, but It will be a mighty big journal :slight_smile: