Copy and compare entity data between companies

Applies To: Microsoft Dynamics AX 2012 R3

This process for copying entity data between companies is supported only for Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. If you are running an earlier version of the Data Import/Export Framework, see the instructions in Copy data between Dynamics AX companies. This topic describes the following processes:

• Copy entity data between companies
• Compare entity data between companies

Copy entity data between companies

To copy entity data between companies or legal entities, use the Copy entity data between companies wizard.

1. Click Data import export framework > Common > Copy entity data between companies. The Copy entity data between companies Wizard opens.
2. Click Next >.
3. On the Name the comparison processing group page, provide a name for the processing group, so that you can identify it later, and then click Next >.
4. On the Select entities to compare page, select one or more source entities to copy, click > to add them to the list of entities to copy, and then click Next >.
5. On the Select source and target companies page, select one source company, and one or more target companies to copy the data to.
6. Enter parameters for the batch job, enter the number of batch tasks to use when the batch is run, and then click Next >.
7. Click Finish to copy the entity data to the other companies. An Infolog message is displayed that describes how many records were inserted into staging then into the target company. The Copy processing group form opens.
8. Click Execution history to review the entities that have been copied.

Compare entity data between companies

To compare entity data between companies or legal entities, use the Compare entity data between companies Wizard. After you have compared data, you can select specific values to copy to the other system.

1. Click Data import export framework > Common > Compare entity data between companies. The Compare entity data between companies wizard opens.

2. Click Next >.

3. On the Name the comparison processing group page, provide a name for the comparison processing group, so that you can identify it later, and then click Next >.

4. On the Select entities to compare page, in the list of available entities, select one or more source entities to compare. Click > to add the selected entities to the list of entities to compare, and then click Next >.

5. On the Select source and target companies page, select one source company, and one or more target companies to compare the data to.

6. Enter parameters for the batch job, enter the number of batch tasks to use when the batch is run, and then click Next >.

7. Click Finish to create the processing group that compares the entity data to the information in the other companies. The Comparison processing group form opens.

   Note
   If the Comparison processing group does not list a processing group, then close it, and click Compare entity data between companies to re-open it.

8. Click >>, and then click Comparison results. The Comparison results form opens. This form lists the source company and the entities that were compared, and indicates whether an entity appears only in the source or only in the target, and whether identical values exist or different values exist.

9. To view details, and copy specific rows of data from one company to another, select an entity from one company in the list, and then click Details. The Comparison form opens. It lists the entities being compared in the title, and has Only in source, Only in target, Identical, and Different tabs. On all tabs, except Identical, there is a Transfer status column, followed by the columns for the entity. Each record that meets the criteria is listed on the appropriate tab. On the Different tab, each column in the entity is listed twice. Data from the source system is on the left, and data from the target system is on the right.

10. To copy a record from source to target, select the records that you want to copy in the Only in source tab.

11. To copy a record from target to source, select the records that you want to copy in the Only in target tab.

12. To update a record that exists in both systems to match the source system, select the records that you want to copy in the Different tab.

13. When you have selected all of the records that you would like to modify, click Update.

14. In the Write data from source to target form, determine whether to use batch processing, identify a batch group, and then click OK. The data will be written to the specified systems. After the data has been modified, the Transfer status for a row will change to Completed.