Migrate from daftra to Microsoft Dynamics 365 Business Central

Daftra Client records map to Dynamics 365 Customer (using the CustomerType field to set Account as the party type). Client follow-up history migrates as Notes or Activities linked to the Customer record. Membership points, insurance references, and sales commission balances migrate as custom fields on the Customer entity. The Customer Number is set from Daftra's client code; the Name field maps from the primary contact name in Daftra.

Daftra Products and Services export as Items in Dynamics 365 with the Item Type field distinguishing Inventory Item, Service Item, and Charge Type. SKU maps to Item Number; unit of measure comes from Daftra's product unit configuration. Stock levels migrate to Inventory Posting Group if the destination is Business Central with inventory enabled. Supplier links on Daftra products map to Vendor records in Dynamics 365.

Daftra's Chart of Accounts loads first, before any transactional records, to satisfy Dynamics 365's account-referenced posting requirement. We reconstruct the parent-child hierarchy from Daftra's flat account export using account code prefixes (e.g., accounts starting with 1xxx are assets, 2xxx liabilities). The Dynamics 365 account structure and account categories are assigned based on the account type. Sub-account relationships are resolved before import so that consolidated posting groups are valid.

Daftra Cost Centers map to Dynamics 365 Dimensions as either Department or Project dimension values. We configure the global Dimension Set ID framework in Business Central so that Cost Center values can be applied to G/L entries, journal lines, and posted transactions. The mapping preserves the Cost Center attribution on Expenses and Invoices.

Daftra Sales Invoices map to Sales Invoices in Business Central or to Cust. Ledger Entries if posting occurred in Daftra. Line items reference Items and Account numbers resolved via the Chart of Accounts load. Tax amounts migrate to Tax Detail records using the VAT/Tax Group configuration. Installment schedules from Daftra are reconstructed as Payment Terms or as separate Reminder Entry records. Invoice balance and payment status are preserved in the Customer Ledger Entry open/closed flag.

Daftra Expenses migrate to G/L Journal Entries with the G/L Account mapped from the Daftra expense category and the Department Cost Center mapped to the assigned Dimension. Recurring expense patterns are flagged with a Recurring Jnl. Batch designation for Dynamics 365 to regenerate. Vendor-related expenses map to Vendor Ledger Entries as Accounts Payable.

Daftra Employee records map to the Employee table in Dynamics 365 Human Resources or HCM Core. Compensation history (salary, bonuses, commissions tracked as time-series in Daftra) migrates as Employment History records with effective dates. Organizational structure assignments map to the Position and Department hierarchy in Dynamics 365. Attendance records migrate as Time Registration entries if the destination includes the Human Resources app.

Daftra Fixed Assets map to the Fixed Asset register in Dynamics 365. Depreciation schedules are extracted from the Assets module and loaded as Depreciation Books attached to the Fixed Asset record. Custom fields added per-asset in Daftra are migrated as Fixed Asset custom fields in Dynamics 365. Asset postings (acquisition, depreciation, disposal) are loaded into the FA Ledger Entries table.

Daftra Work Orders map to Jobs in Dynamics 365 Project Service Automation or Service Management apps. The Work Order links to Client and Employee are preserved as Customer and Worker lookups on the Job card. Workflow stage history migrates as Job Task lines with milestone tracking. Attached files and notes migrate as Document Attachments on the Job record.

Daftra Reservation Files (PNR-style booking records) map to Service Orders or Resource Service Order lines in Dynamics 365 Service Management. Status tracking migrates to Service Order status fields. Appointment scheduling migrates as Resource Allocations with calendar-based time entries. Activity log on the reservation file migrates as Service Journal entries or Notes.

Daftra's Cheque Cycle (issue, deposit, return stages) maps to Bank Account Ledger Entries in Dynamics 365 with cheque number tracking enabled on the Bank Account. Each stage of the Daftra cheque cycle (issued, deposited, cleared, returned) maps to a separate Bank Account Ledger Entry with the relevant date and amount. The link to the originating Invoice is preserved via the Document No. field on the bank entry.

Daftra custom fields on Invoices, Assets, and Workflows are enumerated per object during discovery (Daftra has no global field registry). Each custom field is read for field type, required flag, and options list, then recreated as a custom field on the corresponding Dynamics 365 entity. Picklist-style custom fields in Daftra map to Option Sets in Dynamics 365; text fields map to Text fields with appropriate length. The custom field values are loaded after the entity schema is deployed.