May 21st, 2011 by Mohamed Aamer

Company Export and Import function it’s one of the most used functions in MS Dynamics AX 2009 when you are into deploy more than one company with the same initial configurations and setups, and be able to change/modify in the other company in other hand to make test environment as production environment  this function is more reliable.

We will go through step by step to Export and Import Company

1-      Ensure you select production (Live) company as current company
2-      Double click in company name in right corner, and select company from Select Company form

MSDynamicsAX Export & Import

MSDynamicsAX Export Import

3–      Click Area Page node: Administration

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

4–      Under periodic->Data exports /import ->Click Export to

MSDynamicsAX 2009 Export & Import

5-      Export options form will popup

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

6-      Select definition group (Recommended to select All in order to get all information (tables)

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

7-      Enter file name and select where to save the file

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

8-      Click OK, thenthe file will start transfer automatically; Now company Export process is done, and file is   saved on your computer two files (.dat, and .def)
We are ready for company import process;
9-      Ensure that the selected company is newly created (empty) company Click area node Administration

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

10-   Click company Accounts under Common forms

MSDynamicsAX 2009 Export & Import

11-   Press (Ctrl + N) in order to Create new company

MSDynamicsAX Export & Import

MSDynamicsAX Export & Import

12-   Ensure you select newly created company as current company Double click in company name in right corner, and select company  from Select Company form

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

13-   Import company file already exported; Click Area node Administration

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

14-   Under periodic->Data exports /import ->Click import; Import options screen will popup

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

15-   Select import definition group (recommended to select All in order to import all information(Tables)

MSDynamicsAX 2009 Export & Import

MSDynamicsAX 2009 Export & Import

16-   Select (.dat) file in order to import company to newly created company , and Click Ok the import process will start

 The import process may take some time according to the size of transactions in the original (exported) company; you will got a confirmation message to contniue the importing process, and you may (not all the time)  got another message regarding tables that will be overwritten.

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