SAP Fact Sheet

SAP Business One

Legacy Migration with

SAP Business One using
Data Transfer Workbench
Easily import master and transaction data from your
legacy systems into SAP Business One™.

Keep your data live and When making the change from legacy systems to new business
consistent when management solutions, such as SAP Business One, organizations
switching from your are faced with the challenge of having to keep historic data online
legacy system to SAP for audit and research purposes as well as for ongoing day-to-day
Business One. business activities. The best practice for keeping historic data
online is legacy data migration which allows for a seamless
Find out how Data
transition from legacy systems to SAP Business One.
Transfer Workbench for
SAP Business One will
assist you during your Data Transfer Workbench for SAP Business One is a migration
implementation projects tool that enables you to easily transfer business and system data
by easily migrating your from your legacy system into SAP Business One. Data Transfer
master and Workbench incorporates data from all core business areas, such as
transactional data into accounting, sales, purchasing, and logistics. Furthermore, it
the SAP Business One transfers master data, such as business partner and item records,
application. as well as transaction data, such as orders, invoices, and balances,
as both need to be available in the new SAP Business One system.

In addition to enabling configuration and execution of initial data

imports, Data Transfer Workbench helps you with all other data
migration needs, including the update of SAP Business One on a
regular basis with data from another system, or the migration of
large amounts of data, which can be transferred as files, rather
than having to be typed manually into SAP Business One. All data
transfers can be executed manually on an ad-hoc basis or
scheduled to run at certain times or intervals.

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 Data Transfer Workbench in SAP Business One

Setup and Configuration Transfer and Import Integration

Use predefined templates and data files Extract and manage data in Microsoft Transfer general, master, and transaction
for storage and mapping Excel™ sheets data

Apply SAP Business One business rules

Easily create custom importing interfaces Use wizard interface for data transfer
to validate data integrity

Perform direct data transfer from ODBC

Test setup with transfer simulations Plan transfers with Task Schedule Runs
databases

Figure 1: Features of Data Transfer Workbench in SAP Business One

Data Transfer Workbench (DTW) necessary data is extracted from the legacy system. Subsequently,
Data Transfer Workbench offers an easy-to-use integration with the data is converted into the format required by SAP Business
Microsoft Excel™ which allows you to extract data from your One and mapped to corresponding data structures and fields.
legacy system into Excel spreadsheet templates and subsequently Finally, during the import step, the data is imported into SAP
import them into SAP Business One. Business One.

Data Transfer Workbench is built on the Data Interface API, which Data Transfer Workbench simulation features allow you to run
is part of the SAP Business One Software Development Kit (SDK). This import simulations to ensure consistent data migration according
guarantees data consistency during the data load and the to SAP Business One business rules and data mappings.
enforcement of the same business rules that are part of standard
SAP Business One.
Setup and Configuration
The Data Transfer Workbench Wizard guides you through the data SAP provides a variety of predefined file templates and sample data
migration process and integrates all relevant steps, such as data files to simplify the preparation of data for transfer. If special fields
extraction, mapping, and import. During the extraction step, the or tables need to be migrated, Data Transfer Workbench allows
you to maintain a custom importing interface and to generate Business One database tables and map the legacy data structure to
individualized Microsoft Excel™ templates. The Maintain Interface the SAP Business One data structures.
Wizard provides you with a graphical user interface for creating
custom templates and fields. Once all or parts of your data have been extracted, you can modify
and refine fields and values, if desired, or change the mapping
Both predefined and custom data files and templates can be tested rules. Save the modified file in order to release it for import. Data
using the simulation engine in Data Transfer Workbench. You can Transfer Workbench supports data files in text format that are tab,
also run a simulation importing to verify data integrity. comma, or semicolon delimited.

Using the Data Import Wizard, you can import new data or update
existing data as well as upload multiple files for different tables in
one step. Before final import, you can manually validate the
Legacy system data is
extracted into Microsoft mapping of the legacy data to the SAP Business One data structure
Excel™ templates, edited, and run the data import in Test Run mode. Once data consistency is
and refined, and then
imported into SAP confirmed, you can perform a complete run and write the legacy
Business One via the
Data Transfer Workbench
data permanently to the SAP Business One database.
Wizard Interface.

The log overview allows you

Figure 2: Microsoft Excel™ templates in Data Transfer Workbench to manage all existing logs.

SAP Business One uses business objects to represent sets of tables in

the database. Business objects provide a basis for data mapping and
The detail view provides
import. details within individual logs.

Transfer and Import

Data Transfer Workbench has a number of predefined Microsoft
Figure 3: Log Management in Data Transfer Workbench
Excel™ templates to assist you in importing data from a file.
Templates can be linked together to allow for the update of
multiple tables within one import. The Microsoft Excel™ templates After import, access import protocols through Log Management in
delivered with Data Transfer Workbench are based on SAP Data Transfer Workbench. Log Management collects information,
 www.sap.com/contactsap

messages, and error messages of upload processes and prepares from the ODBC database, instead of exporting the data into
them for analysis. Microsoft Excel™ files.

Data Transfer Workbench applies business rules defined in SAP

Integration Business One during the update of the Business One database.
In addition to Microsoft Excel™, the Data Transfer Workbench also Data that is found to be inconsistent with those rules is not
has an ODBC interface. Using this interface, you can import data imported. A message with error code and description is generated
directly from an ODBC data source without having to export the in Log Management for subsequent trouble shooting.
data into Excel™ templates first.
Data Transfer Workbench supports the migration of all relevant
business and system data. You can transfer master data, such as
business partners, items, and chart of accounts, as well as
transaction data, such as marketing documents, goods
Legacy data stored in an
ODBC compliant data movements, and accounting postings. In addition, general data,
source can be accessed such as activities and budgets, can be migrated, allowing for a
directly by Data Transfer
Workbench and complete system migration
transferred SAP Business
One
Data Transfer Workbench is a powerful, yet flexible tool, which
effectively and accurately imports and updates your business data
in SAP Business One.
Figure 4: ODBC integration
To learn more about how Data Transfer Workbench can help
For example, if you want to transfer legacy data from another define your data migration needs and support the transition from
MSSQL or Microsoft Access™ database, you can configure Data your legacy system to SAP Business One, call your SAP
Transfer Workbench to connect and retrieve data directly from representative or visit us on the Web at www.sap.com/smb.

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