> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates.md).

# Templates

Download and complete Bevica Select Excel templates for data migration. Use them with RapidStart (Configuration Packages) in Business Central.

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

<table data-view="cards"><thead><tr><th></th><th data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Excel Template Data Migration</strong><br>End-to-end steps to export, populate, import, and apply data.</td><td><a href="broken://spaces/x3XuahSies5HnodsWowA/pages/YrEFcLNZXKl44FUKBNDr">Broken link</a></td></tr><tr><td><strong>Configuration Worksheet</strong><br>Where you export and import all templates from.</td><td><a href="/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md">Data Migration &amp; Configuration</a></td></tr><tr><td><strong>Creating new Bevica companies</strong><br>Best practice: test imports in a copied company.</td><td><a href="/bevica-select/bevica-select-data-migration/bevica_select_-_creating_new_bevica_companies.md">Creating new Bevica companies</a></td></tr><tr><td><strong>Finance Data Migration Overview</strong><br>How opening balances templates fit together.</td><td><a href="/bevica-select/opening-balances-inventory/bevica_select_-_finance_data_migration_overview.md">Finance Data Migration Overview</a></td></tr></tbody></table>

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](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration).

{% hint style="warning" %}
Do not change the Excel template layout (columns, order, headings). Bevica expects the original structure.
{% endhint %}

{% hint style="info" %}
Avoid importing into Production first. Copy your Production company and test the import there.
{% endhint %}

### Templates you can use

#### Core master data templates

Start with these. Most other imports depend on them.

* [Customer Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_template.md)
* [Vendor Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_vendor_template.md)
* [Item Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_item_template.md)
* [Customer Ship-to Addresses Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_ship-to_addresses_template.md)

#### Optional master data templates

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

* [Sales and Purchase Prices and Discounts (New Price Experience)](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_sales_and_purchase_prices_and_discounts_-new_price_experience.md)
* [Customer Output Email Addresses Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_output_email_addresses_template.md)
* [Customer Bank Accounts](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/customer_bank_accounts.md)
* [Vendor Bank Account Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_vendor_bank_account_template.md)
* [Contacts 'Person' Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_person_contacts_template.md)
* [Resources Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_resources_template.md)
* [Customer Favourites Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_favourites_template.md)
* [Comments Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_comments_template.md)
* [Fixed Assets Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_fixed_assets_template.md)
* [Assembly BOM Component Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_assembly_bom_component_template.md)
* [SEPA Direct Debit Mandate Import](/bevica-select/opening-balances-inventory/sepa_direct_debit_mandate_import.md)
* [Payment Methods](/bevica-select/bevica-select-data-migration/bevica_select_-_payment_methods.md)
* [Payment Terms](/bevica-select/bevica-select-data-migration/bevica_select_-_payment_terms.md)

#### Opening balances templates

These templates populate journals and opening entries.\
Read [Finance Data Migration Overview](/bevica-select/opening-balances-inventory/bevica_select_-_finance_data_migration_overview.md) before you start.

* [Sales Ledger Opening Balances Template](/bevica-select/opening-balances-inventory/bevica_select_-_sales_ledger_opening_balances_template.md)
* [Purchase Ledger Opening Balances Template](/bevica-select/opening-balances-inventory/bevica_select_-_purchase_ledger_opening_balances_template.md)
* [Bank Opening Balances](/bevica-select/opening-balances-inventory/bevica_select_-_bank_opening_transactions_template.md)
* [Inventory Opening Balances Template](/bevica-select/opening-balances-inventory/bevica_select_-_inventory_opening_balances_template.md)
* [Trial Balance Opening Balances Template](/bevica-select/opening-balances-inventory/bevica_select_-_trial_balance_opening_balances_template.md)
* [Opening VAT Balances and Initial VAT Return](/bevica-select/opening-balances-inventory/opening_vat_balances_and_initial_vat_return.md)
* [Paid Reserves Opening Balances Template](/bevica-select/opening-balances-inventory/bevica_select_-_paid_reserves_opening_balances_template.md)
* [Fixed Asset Opening Balances](/bevica-select/opening-balances-inventory/bevica_select_-_fixed_asset_opening_balances.md)

### 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](/bevica-select/opening-balances-inventory/bevica_select_-_finance_data_migration_overview.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
