How to: Import Configuration Packages

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When you create a new company, you can import company settings for the new company. You import the settings from a .rapidstart file, which delivers the package contents in a compressed format. A corresponding set of default data migration tables are imported. The data set contains master data tables and the setup data tables. Your first task in data migration is to evaluate if the default migration setup meets the needs of the new company.

Note

You cannot rename a file that is not already a RapidStart Services configuration package as a .rapidstart configuration package file and then try to import it into Microsoft Dynamics NAV. If you try to do so, you will receive an error message.

The RapidStart Services migration tools can be applied to any Microsoft Dynamics NAV table. Use the migration tools for fast and accurate data transfer.

Before you start, make sure that you are on the RapidStart Services Role Center page. It provides the correct context for your configuration work. To change your Role Center home page, see How to: Change Role Centers. Choose the RapidStart Profile ID.

To import a configuration package for data migration

  1. Open the new company.

  2. Open the Configuration Packages window.

  3. On the Home tab, in the Process group, choose Import Package. Navigate to the .rapidstart package file that you want to import. Choose Open. During import, the package contents are decompressed and the package record is created.

    After import is complete, you can see the number of configuration tables that have been imported in the No. of Tables field.

  4. To review the list of configuration tables, on the Home tab, in the Manage group, choose View.

  5. To apply the package, on the Home tab, in the Process group, choose Apply Package.

    Note

    The data migration information is based on configuration templates, if you specify one. You must update the template first to change the list of fields.

  6. To review the field selections, select a table. On the Lines toolbar, on the Tables menu, choose Fields. Compare and review the number of fields that are available to the number of fields whose data has been applied.

If the selection of tables does not meet your needs, you can create one or more new data migration files. If the files are sufficient, you can continue with the data migration using .xls or .xml files.

See Also

Tasks

How to: Create and Modify the Migration Tables List
How to: Import Customer Data
How to: Create and Modify the Migration Tables List
How to: Create a Configuration Package