Move to Zyntra OS

Move to Zyntra OS from Dynamics 365

Your books from Dynamics 365 Business Central and your clients from Dynamics 365 Sales, signed in with your Microsoft account.

Talk to us Zyntra OS + Dynamics 365

What comes across

Once, without retyping it — and only what you choose.

Your accounts

Each old account is mapped by a person to one of your Zyntra OS accounts — none is guessed, none is made.

Customers, vendors and items

Your customers, vendors and items, each brought once.

One opening entry

Your trial balance at the date you choose, with each open invoice and bill as a line of it, posted once.

Clients, contacts, leads and deals

Companies become clients, contacts their contacts, open leads become leads, and each deal lands in the stage a person mapped it to.

Your old system is only read

Nothing is changed there, and nothing is written here until you say so.

Read only

Zyntra OS only reads your old system; nothing is changed or deleted there.

See it first

A preview shows what will come; it writes nothing.

Checked to the fils

The opening entry is refused unless its debits equal its credits and the open invoices and bills add up exactly to the receivables and payables.

Undo

An import can be undone: what it made is taken back, except anything used since. A second run adds nothing.

How the move goes

Connect Dynamics 365In Setup › Import from your old system, choose Business Central or Dynamics 365 Sales and sign in with Microsoft.
Map and lookMap the accounts and deal stages Zyntra OS asks about, then look at the preview.
Import, oncePress Import; what arrived is reported line by line — and Undo is there if you need it.

Questions about the move

Which Business Central company is read?

The first company of the environment you sign in to. A bill paid in part stops the import with a sentence saying so, because Business Central gives no remaining amount on a bill.

Are my balances checked?

Yes, exactly: the opening entry must balance, and the open invoices and bills must equal the receivables and payables to the fils, or nothing is posted.

Can the import be undone?

Yes. Undo takes back what the import made — the opening entry and the records it added — except anything used since.

Bring what you have

We help you move, and the connection costs nothing extra.

Talk to us See the prices +962 795 900 124 [email protected]