Continia Banking - Migration Payment Management

The Continia Banking Data Migration tool helps you safely and efficiently transfer your financial data from Payment Management to Continia Banking in Microsoft Dynamics 365 Business Central.

The migration process includes:

1. Pre-validation: Automatically checks your existing Payment Management data for errors.
2. Migration: Transfers validated transactions, bank accounts, and related settings to Continia Banking.

Key features:

• Guided, step-by-step wizard to simplify migration.
• Automatic deactivation of Payment Management and activation of Continia Banking.
• Validation of journals, reconciliations, and bank account data before migration.
• Supports re-establishing bank connections and configuring Continia Banking modules post-migration.

Important:

• Ensure all open journals and reconciliations are posted before starting.
• The apps Continia Banking and Continia Banking Data Migration must be installed.

The tool provides an overview of bank accounts, validates data, and guides you through migration to ensure a smooth transition. After migration, you can safely uninstall Payment Management while preserving historical data.

For a detailed migration guide, including prerequisites and post-migration steps, see the full documentation.