Templates

Templates let you migrate data fast, with fewer manual keying errors. You export a pre-formatted Excel file, fill it in, then import it back into Bevica.

Start here

Excel Template Data Migration End-to-end steps to export, populate, import, and apply data.

Configuration Worksheet Where you export and import all templates from.

Data Migration & Configuration

Creating new Bevica companies Best practice: test imports in a copied company.

Creating new Bevica companies

Finance Data Migration Overview How opening balances templates fit together.

Finance Data Migration Overview

Where you get templates in Business Central

1. Use search, open Configuration Worksheet.
2. Select the row for the table you want to load (for example Customer).
3. Select Excel → Export to Template.
4. Populate the spreadsheet.
5. Back on the same row, select Excel → Import from Template.
6. Select Apply Data (after import preview).

For the full workflow and screenshots, use Excel Template Data Migration.

Do not change the Excel template layout (columns, order, headings). Bevica expects the original structure.

Avoid importing into Production first. Copy your Production company and test the import there.

Templates you can use

Core master data templates

Start with these. Most other imports depend on them.

• Customer Template
• Vendor Template
• Item Template
• Customer Ship-to Addresses Template

Optional master data templates

Use these if they’re in scope for your go-live.

• Sales and Purchase Prices and Discounts (New Price Experience)
• Customer Output Email Addresses Template
• Customer Bank Accounts
• Vendor Bank Account Template
• Contacts 'Person' Template
• Resources Template
• Customer Favourites Template
• Comments Template
• Fixed Assets Template
• Assembly BOM Component Template
• SEPA Direct Debit Mandate Import
• Payment Methods
• Payment Terms

Opening balances templates

These templates populate journals and opening entries. Read Finance Data Migration Overview before you start.

• Sales Ledger Opening Balances Template
• Purchase Ledger Opening Balances Template
• Bank Opening Balances
• Inventory Opening Balances Template
• Trial Balance Opening Balances Template
• Opening VAT Balances and Initial VAT Return
• Paid Reserves Opening Balances Template
• Fixed Asset Opening Balances

Next steps

1. Start with the core master data templates (Customer, Vendor, Item).
2. Import optional templates only after the dependent master data exists.
3. Do opening balances last, using Finance Data Migration Overview.