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Data Migration

Contents:

Data Transfer Workbench Import from Microsoft Excel Opening Balances

SAP AG 2003

Data Migration: Unit Objectives

At the conclusion of this unit, you will be able to:

Describe the different options for data migration Use the Data Transfer Workbench to migrate business data from Microsoft Excel to SAP Business One Import items and business partners directly from Microsoft Excel into SAP Business One Post opening balances

SAP AG 2003

Data Migration: Business Scenario

World of Sports sells a large number of different items to its customers. Since they used a different ERP-System before, all the data is available electronically and they wish to migrate the data into SAP Business One.

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Data Migration

ma nu

al

l ua n ma

c ati m u to a

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Data Transfer Workbench Complete Vision

Data Transfer Workbench Legacy System


DIData Import Wizard A P Data Import I

E X P O R T

Data Extraction

Data Mapping

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SAP Business One

Data Transfer Workbench

E X P O R T

DIData Import Wizard A P I

Microsoft Excel Templates

Data Extraction

Data Mapping

Data Import

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SAP Business One

Data Transfer Workbench Legacy System

Microsoft Excel Templates


Tables
OCRD CRD1 OCPR Business Partners Business Partners Addresses Business Partners Contact Persons

Microsoft Excel Templates


Business Partners.xlt Business Partners_Address.xlt Business Partners_ContactEmployees.xlt

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Data Transfer Interface

Create Template Import

Microsoft Excel Templates

Data Transfer Interface

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Connecting to the Database

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Data Import Wizard I

Rollback settings
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Data Import Wizard II

Step 5: Run the data import Save or Open Mapping Rules


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Log Management

Log Overview

Detail View

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Import from Excel for Items and Business Partners

Items

Business Partners

SAP Business One

Microsoft Excel
.txt file .txt file

SAP Business One


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Defining Opening Balances


Opening Balance Account 2 4 6 1 3 5

G/L Account 1 2

Business Partner 3 4

Stock Account 5 6

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Data Migration: Unit Summary

You are now able to:

Describe the different options for data migration Use the Data Transfer Workbench to migrate business data from Microsoft Excel to SAP Business One Import Items and Business Partner directly from Microsoft Excel into SAP Business One Post opening balances

SAP AG 2003

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