Read here how to convert from
Dynamics 365 Business Central (BC)/Nav Online to Uniconta.
NOTE: We recommend using a reseller for this conversion and a thorough review of the data after the conversion.
This conversion is based on a readout from Business Central's Rapid Start Configuration Pack.
Export from BC
Log in to BC and switch to English language when
readout must be with English headlines!
Search for or find Rapid Start and oCreate a new package - call it BC2UC for example
Next, the following tables need to be inserted. The easiest way is to copy the list below and paste it into the screen.
| TABLE ID |
TABLE NAME |
| 3 |
Payment Terms |
| 7 |
Standard Text |
| 10 |
Shipment Method |
| 13 |
Salesperson/Purchaser |
| 15 |
G/L Account |
| 17 |
G/L Entry |
| 18 |
Customer |
| 21 |
Cust. Ledger Entry |
| 23 |
Vendor |
| 25 |
Vendor Ledger Entry |
| 27 |
Item |
| 36 |
Sales Header |
| 37 |
Sales Line |
| 38 |
Purchase Header |
| 50 |
Accounting Period |
| 79 |
Company Information |
| 90 |
BOM Component |
| 92 |
Customer Posting Group |
| 93 |
Vendor Posting Group |
| 94 |
Inventory Posting Group |
| 112 |
Sales Invoice Header |
| 113 |
Sales Invoice Line |
| 114 |
Sales Cr.Memo Header |
| 115 |
Sales Cr.Memo Line |
| 225 |
Postal Code |
| 323 |
VAT Business Posting Group |
| 324 |
VAT Product Posting Group |
| 325 |
VAT Posting Setup |
| 348 |
Dimension |
| 349 |
Dimension Value |
| 352 |
Default Dimension |
| 355 |
Dimension Set ID Filter Line |
| 379 |
Detailed Cust. Ledg. Entry |
| 380 |
Detailed Vendor Ledg. Entry |
| 5050 |
Contact us |
| 5200 |
Employee |
| 5813 |
Inventory Posting Setup |
| 7002 |
Sales Price |
| 99000772 |
Production BOM Line - Parts lists |
Select No/No for the following prompt for all tables.
Now the "Package" is ready and can be read by selecting Package -> Export to Excel
Confirm your selection and the readout starts
When the download is complete, the file can be seen here under your download history and is typically called Default date_time.
Are the BC files too large to import into Uniconta?
If you get this error message, the BC file is too large!
The BC output consists of an Excel file and one sheet per table (i.e. many sheets). If the BC export is too large to import into Uniconta, you can change these files to CSV files.
Go to each Excel sheet and save them in CSV format.
Files should be named as follows:
[Cell C] space hyphen space [Cell B] period CSV
So:
3 - Payment Terms.csv
When the files are saved individually, you must convert via the NAV method
convert-from-nav-to-uniconta
Loading the Rapid Start package into Uniconta
Go to Company/Maintenance/Create new account
Fill in the screenshot as indicated below:
Company name is optional if left blank, it is retrieved the name from the company information in the Excel file.
Accounts are specified for error account and profit and loss transfer account respectively.
In Load file, point to the Rapid Start package file you just loaded.
Select Create company to start the conversion
When conversion is complete, the status image is shown and it is possible to jump to the company via the button
Go to Company
After converting, it's a good idea to read this article:
After conversion