The Master Data Information app from Microsoft AppSource installs a set of ready-made import templates that you can use to migrate data into Business Central. The templates are available in the master data import worksheet and cover standard entities like vendors, customers, and more.
Each template comes with a matching Excel sheet. The column order in the Excel sheet matches the field setup in the import template card, so you can copy and paste your existing data directly into the right columns.
You can use these templates to move data from an old NAV installation, an old Navision system, or any other ERP system you are migrating from. The Excel sheets also include example values that show you how each column should be filled in.
What the Master Data Information app installs from AppSource
When you download the Master Data Information app from AppSource, it creates a range of standard setups automatically. One of these is in the master data import worksheet, where the app builds standard import templates for you.
If you open the list in the import worksheet, you see all the standard templates that are created automatically during installation. You do not have to build them from scratch. They are ready to use out of the box so you can get started with your data setup.
How the import templates are structured
Take the vendor template as an example. If you open the import template card, you see that the fields are set up in a fixed order out of the box: name, search name, vendor posting group, addresses, cities, post codes, and so on.
This order matters because the matching Excel sheet uses the same column order. When you download the app from AppSource, the Excel template column sequence lines up exactly with the field setup in the import template. That alignment is what makes the copy-and-paste workflow work without manual mapping.
Using the Excel templates to import vendor and customer data
The same templates are used when migrating customers to new versions of Business Central, so they cover real migration scenarios.
Open the vendor Excel template and you find a column for every field in the import setup. Pull your vendor list out of your old NAV system, your old Navision, or whatever ERP system you are coming from, and paste the data straight into these columns.
Each template you receive also includes example rows. These show you what the data could look like for each column, so you have a reference while you fill in your own information.
The structure also uses a colour coding system that gives you extra information while you create and work with the templates. That is covered in a separate guide.
Q&A
What do I get when I install the Master Data Information app from AppSource?
You get a set of standard import templates created automatically in the master data import worksheet, plus matching Excel sheets for entities like vendors and customers. They are ready to use out of the box.
Why does the Excel column order match the import template?
The Excel sheet uses the same column order as the field setup in the import template card. This lets you copy and paste your data directly into the correct columns without manual mapping.
Can I use the templates to migrate data from an old ERP system?
Yes. You can pull your data from an old NAV system, an old Navision system, or any other ERP system and paste it into the template columns. The same templates are also used when migrating customers to new versions.
How do I know what data to put in each column?
Each template includes example rows that show how the data could look for each column, so you have a reference while filling in your own information.