RUX Data Imports and Migration

Data Imports and Migration imports large data sets directly into your general ledger without having to rely on the processing speeds of publishing edit in Excel or configuration packages.

Our data imports and migration tool allows users to utilize a simplified import form and speed data import up by 90% on average.

‍Data Imports

• Historical GL data loads during implementation cycles - avoid lengthy Config Pack Uploads
  • Typically takes 90% less time than a configuration package.
• Utilize for loading large monthly journal entries.
• Reduce loading and wait times on configuration packages and edit in Excel.
• Ability to load Accounts Payable transactions into General Journals
• Ability to load Accounts Receivable transactions into General Journals
• Ability to use translation table in Business Central to avoid chart of accounts mapping in file
  • Map old Chart of Accounts to New Chart of Accounts + Dimensions in Business Central
  • Removes the complexities of having to Map this in the import file

Data Migrations / Table Migrations

• Utilize when setting up new companies (easily copy data from one company to another)
  • Bi-Directional Pushing Data Between different BC Companies - Like Test to Production, or vice versa
  • Direct Data Transfer takes minutes, instead of hours
  • Ability to pre filter the data from the source table, before processing:
    • Only migrate Canadian Customers
    • Only move Customer with a Posting Group of DOMESTIC
    • Only move revenue accounts when migrating the Chart of Accounts
    • Only move Items that have been updated in the last 12 months

• • Allows you to do mass imports from company to company for dozens of standard tables in Business Central:
    • Sales (Customer, Setups, Items, etc.)
    • Purchasing (Vendors, Setups, Items, etc.)
    • General Ledger (COA, Dimensions, Setups, etc.
    • Fixed Assets (FA Card, Setups,)
    • Financial Reports

Data Imports and Migration - Setup and Overview

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DIM - Toolbox Tuesday Episode 31

Data Imports and Migration Setup

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Chart of Accounts Translation

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Table Migration Setup

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Table Migration Fields

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Importing Large Data Sets

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