Importing from Microsoft Dynamics C5 Inventio - MSSQL
Requirements
- SQL Express or MS SQL Server installed locally on the machine performing the import.
- Backup file of MSSQL database
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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On the Engagement tab, in the Data group, click Import | Accounting Software.
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In the Import From field, select Microsoft Dynamics C5 Inventio - MSSQL and in the Version field, select the version that you want to import.
Note: Click here to see all accounting software supported versions.
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In the Import Path field, type or select the exact path where the MSSQL backup file resides or use Browse to locate the client directory manually.
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Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Select Connect to active database to connect to the active database.
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Connect to the SQL Server used with the accounting software that you are importing from. If you don't have this information, contact your database administrator.
- Server - The name of the SQL Database server.
- User/Password - The login and password used for the server.
Note: The Server field must be the name of the working instance for the C5 SQL.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
