Import business data from other finance systems
When you sign up for Business Central, you can choose to create an empty company so that you can upload your own data and to test your new Business Central company. Depending on the finance solution that your business uses today, you can transfer information about customers, vendors, inventory, and bank accounts.
From the Role Center, you can start an assisted setup guide that helps you transfer the business data from an Excel file or from other formats. The type of files you can upload depends on the extensions that are available. For example, you can migrate data from QuickBooks because Business Central includes an extension that handles the conversion from QuickBooks. If you want to migrate data from other finance solutions, you must either check if an extension is available for that solution or import from Excel.
Business Central includes templates for accounts, customers, vendors, and inventory items that you can choose to apply when you import your data.
You can import master data and some transactional data from other finance systems based on the default configuration package in Business Central. On the Configuration Packages page, you can work with the package to import and validate the data before you apply the package.
For larger implementation work, you can use configuration tools for Business Central, which is an extensive toolkit for setting up new solutions based on your business requirements and setup data. Configuration tools also offer functionality for import of business data.