How to: Migrate Customer Data

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After you have exported a migration table, your next step is to enter the customer’s legacy data. To simplify your tasks, you can take advantage of the XML manipulation tools that are built into Excel. You can also use Excel built-in functions to help with data formatting and to put data in the correct cell. For assistance with XML, enable the Developer tab of the Excel ribbon. In the XML group, choose Source to see the XML schema of your migration table as represented in Excel.

The following procedure is based on an Excel worksheet that you have created for migration. For more information, see How to: Export Migration Tables.

Important

Do not change the columns in the worksheets. If they are moved, changed, or deleted, the worksheet cannot be imported into Microsoft Dynamics NAV.

To enter existing customer data

  1. In Excel, open the exported data file. There is a worksheet with the name of the table.

  2. Rename Sheet1 to indicate that the worksheet will be used to transform the data. Copy the header row without its formatting from the exported table to the new worksheet.

  3. On a third worksheet, copy all your customer data. Rename the sheet to be called “Legacy data.”

    Either you or the customer must fill out the data worksheet that contains the legacy data.

  4. Make an Excel formula to map data in the transformation worksheet between the fields in the exported worksheet and customer legacy data.

  5. After you have mapped all of the data, copy the range of data onto the table worksheet.

  6. Save the file and make sure that you do not change the file type.

You are now ready to import the data migration files that contain customer legacy data into Microsoft Dynamics NAV.

See Also

Tasks

How to: Import Customer Data
How to: Export Migration Tables