Data Migration

1
Data Migration
Contents

• Data Transfer Workbench
• Import from Microsoft Excel
• Opening Balances

2
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 Partner directly from
  Microsoft Excel into SAP Business One
• Post opening balances

3
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.

4
Data Migration
manual
manual
automatic
5
Data Transfer Workbench Complete Vision
Data Transfer Workbench
A P I
E X P O R T
Data Import Wizard
Legacy System
SAP Business One
Data Import
Data Extrac- tion
Data Map-ping
6
Components for Release 6.50
Data Transfer Workbench
E X P O R T
A P I
Data Import Wizard
SAP Business One
Legacy System
Data Import
Data Map-ping
Data Extrac- tion
Microsoft Excel Templates
7
Microsoft Excel Templates
Tables
Microsoft Excel Templates
OCRD Business Partners
BusinessPartners.xlt
CRD1 Business Partners - Addresses
Business Partners_Address.xlt
OCPR Business Partners - Contact Persons
Business Partners_ContactEmployees.xlt
8
Data Transfer Interface
Create Template
Import
Microsoft Excel Templates
Data Transfer Interface
9
Connecting to the Database
10
Data Import Wizard I
Rollback settings
11
Data Import Wizard II
Data Import starts
Save or Open Mapping Rules
12
Log Management
Log Overview
Detail View
13
Import from Excel for Items and Business Partners
Items
Business Partners
SAP Business One
Microsoft Excel
.txt file
.txt file
SAP Business One
14
Defining Opening Balances
15
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