Calisto Pro
Switch
By its export file

Migration guide

Move your data from Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.

What moves

What comes across

  • Chart of accounts

    Lands in Calisto as Records · 12 fields

    Your accounts, with their codes and types. Bring these first: everything else names them.

  • Customers

    Lands in Calisto as Contacts · 15 fields

    The people and companies you invoice.

  • Suppliers

    Lands in Calisto as Contacts · 15 fields

    The people and companies who bill you.

  • Trial balance at your switch date

    Lands in Calisto as Records · 10 fields

    Every account’s balance on the day your books start in Ledger. It becomes your opening balances.

  • Unpaid invoices at your switch date

    Lands in Calisto as Invoices · 15 fields

    Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.

  • Unpaid bills at your switch date

    Lands in Calisto as Bills · 15 fields

    Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.

  • Journal history

    Lands in Calisto as Records · 12 fields

    Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.

Export file

Exporting from Microsoft Dynamics 365 Business Central

  1. Open each list below in Business Central and choose Share › Open in Excel, then drop the file here.

Column captions are read in English. Switch your language to English (United States) before exporting if you use another.

Business Central’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms