How to: Create and Modify the Migration Tables List

You can create new data migration files and customize them to support your business. However, a file can only be used to migrate a field that has its FieldClass property set to Normal. For more information, see FieldClass Property.

To learn more about using the configuration process, see How to: Manage Company Configuration in a Worksheet.

To create a data migration file

  1. In the Search box, enter Configuration Package, and then choose the related link.

  2. Select and open the package that you want to use to migrate data. On the Actions tab, choose Get Tables. The Get Package Table window opens.

  3. In the Package Code field, enter a table number or select a table from the list, for example, table 18, Customer. The Table ID field is automatically filled in.

  4. Select the new migration table, and on the Tables toolbar, on the Table menu, choose Fields to open the Config. Package Fields window.

  5. Clear the Include Field check box for any field that you do not want to import. On the Actions tab, you can also choose Set Included or Clear Included.

    Important

    If the Include Field check box is selected by default, that field is part of the primary key. The selection should not be cleared, or errors will be introduced and the record cannot be imported.

    Important

    If you include a field that has a relationship with another table, the Validate Field check box is automatically selected. Validation can result in the update of other fields in this and other tables and is executed in the order of the field number.

    A new migration table is created.

See Also

Tasks

How to: Export Migration Tables