How to: Map Customer Data

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You can map values from an existing ERP system into your Microsoft Dynamics NAV implementation during the migration of data. There are two ways in which you can do this. In one method, you can have Microsoft Dynamics NAV take codes that are missing in Microsoft Dynamics NAV and automatically create them. In the other approach, you can take a value that exists in your ERP solution, for example, an option from a list, and map it to an existing valid option that Microsoft Dynamics NAV already has.

In the procedures that follow, you should review in advance which values you want to retain during the migration process. To perform the following procedures, you will need data migration files (.xls) that you have exported from Microsoft Dynamics NAV. For more information, see How to: Export Migration Tables.

To add additional values to Microsoft Dynamics NAV

  1. Open the configuration package for the company.

  2. Select the table for which you want to add additional values, and on the Tables FastTab, choose Table, and then choose Fields.

  3. For the fields for which you want Microsoft Dynamics NAV to permit additional values during migration, select the Create Missing Codes check box.

  4. Import the customer data. For more information, see How to: Import Customer Data.

To map values to be used during import to Microsoft Dynamics NAV

  1. Open the configuration package for the company.

  2. Select the table for which you want to map values, and on the Tables FastTab, choose Table, and then choose Fields.

  3. For each field that you want to map, on the Home tab, in the Process group, choose Mapping.

    For more information on how mapping works, see About Mapping.

  4. In the Old Value field, enter the value that you want to change. In the New Value field, enter the value that you want the old value to be changed to. Choose the OK button.

  5. Import the customer data. For more information, see How to: Import Customer Data. In the No. of Package Errors field, see if there are any errors reported. If there are, drill down to see the errors. The Config. Package Records window opens.

  6. On the Home tab, in the Process group, choose Show Error. You will receive the following error: <option> is not a valid option. Valid options are <valid option list>. Choose the OK button.

    To apply the mapping that you have set up, on the Home tab, in the Process group, choose Apply Data.

See Also

Tasks

How to: Apply Customer Data
How to: Clean Up and Process Data

Other Resources

Config. Field Mapping
Config. Field Mapping
Config. Package - Process