Microsoft Dynamics AX

Export and Import ERP Data

 NOTE

Applies to: Sana 9.3.5 and higher

In Microsoft Dynamics AX there is a standard tool to export and import any data, called Data import export framework.

You might need to export and import data in Microsoft Dynamics AX, if you have several instances of the AX system, for example you have the test or beta environment and the live environment, and you want to migrate data from one AX environment to another. You can also export and import data between different AX companies or export it as a backup.

You can export data from the standard Microsoft Dynamics AX tables, Sana tables and even from the custom Sana fields in the standard AX tables.

If you don't know how to use the standard Microsoft Dynamics AX data import export framework, please refer to the Microsoft documentation.

Sana Data Management

In addition to the standard Microsoft Dynamics AX feature, we implemented a similar feature, called Data management. It is easier to use than the standard Microsoft Dynamics AX data import export framework, if you need to export and import only Sana specific data. You can simply select what Sana data you want to export and that's it.

To export or import Sana specific data, in Microsoft Dynamics AX click: Webshop > Setup > Data management.

Moreover, using Sana's Data management you can export and import Sana specific data between different versions of Microsoft Dynamics AX. This is useful if you upgrade from one Microsoft Dynamics AX version to another, for example from Microsoft Dynamics AX 2009 to AX 2012. You can even export and import data if you upgrade from Microsoft Dynamics AX to Microsoft Dynamics 365 for Finance and Operations. So, there is no need to re-enter all Sana specific data manually which saves a lot of time.

 NOTE

You cannot export and import Data Validation Rules between different Microsoft Dynamics AX versions because of the differences in the database. If you export and import Sana specific data between different versions of Microsoft Dynamics AX, you must re-create Data Validation Rules manually, if necessary.

When you export data from Microsoft Dynamics AX, it is saved to the XML file.

Using either the standard Microsoft Dynamics AX Data import export framework or the Sana tool Data management there is no need to re-create already existing data on a new database or company. You can simply export any data from one database or company to another.