We can have master data like Customers, Vendors and Items in project Madeira with few clicks of assisted data migration setup.
Open “Assisted Setup & Tasks” action from Business Manager Role center
Or use search option
Select “Migrate Business Data”
It will open “Welcome to the assisted Data Migration” window.
Select “Import from Excel” as data source.
And click Next
Here we need to perform some steps
1. Download the template
2. Fill in the template with your data
If we have entered No. filed in excel then it will be used in Madeira. Otherwise Madeira will New No. as per No. Series.
Confirmation message will show that we have not specified import settings for the data source.
We can ignore it.
Import from Excel window will open
Select the excel in which we have added our data
Madeira will read the Excel and show us the no. of records we are importing to database.
Click Next to apply the data to database.
Madeira will show message with processed details.