Migrating Payment Management data to Continia Banking

  • 14/10/2025
  • 6 minutter at læse

Use the Continia Banking Data Migration tool to transfer data from Payment Management (PM) to Continia Banking (CB) in Microsoft Dynamics 365 Business Central.

Vigtigt

Content in this article is maintained continuously and some steps may require additional attention depending on your setup. Review all instructions carefully before starting the migration process.

The migration tool provides a guided and structured approach to moving financial data. When migration is complete:

  • Payment Management is automatically deactivated.
  • Continia Banking is activated.

With the enhancements in Continia Banking, some setup elements and data are now handled differently than in Payment Management. The migration tool transfers most of your data, but certain items such as PSP agreements, search and reconciliation rules, multiple bank statement imports, and templates for notifications or Danish FIK payment references are not included and must be recreated or adjusted manually. After completing the migration, follow the guidance in Verifying and optimizing after migration to review your setup, confirm that all configurations work as expected, and fine-tune the system for optimal performance.

Prerequisites

Before you start migration, make sure the following requirements are met:

  • Business Central version - 26 (on-premises) or later.
  • Payment Management version - 26.0.0 or later.
  • Bank account reconciliations - reconcile and post all bank account reconciliations.
  • Journals - post or delete all open journal lines (payment journals, cash receipt journals, purchase journals).
  • Job queues - disable all job queue entries related to Payment Management.
  • Permissions - confirm you have administrative access and permissions to install apps.
  • Field dependencies - verify no custom development depends on Payment Management fields or functionality. Payment Management will be deactivated after migration.
  • Data migration overview - review the Payment Management to Continia Banking data migration overview for details about tables and fields migrated.

Additionally, install these apps in your environment before migration:

  • Continia Banking
  • Continia Banking Data Migration

Run the migration tool

To start the migration tool:

  1. Search (Search) for and select Continia Banking Data Migration Setup.

  2. In the wizard, the pre-validation tool checks the Payment Management data for issues. If a line shows Error, click it to see details and access related records.

    1. For Banking Import, check open bank or payment reconciliation journals.
    2. For Banking Export, check unposted journal lines.

  3. After fixing all errors, you must close the wizard and restart the migration.

  4. After reopening the Continia Banking Data Migration Setup, on the Pre-Validation Step page all validation results must be set to Success. Click Next.

  5. On the Migration to Continia Banking step, the wizard transfers transactions and related banking data. Additional notes for this step:

    • The settings in the upper part of the window cannot be disabled.
    • To use bank verification in Continia Banking (Security module), verify all vendor, customer, and employee bank accounts during this step.
    • If you already use bank verification in Payment Management, you do not need to verify the accounts again.
    • For details on migrated data, see Payment Management to Continia Banking data migration overview.

  6. On the Bank Account Availability step, the wizard provides an overview of your existing accounts and their status in Continia Banking.

    • If no bank accounts are listed, click Create Bank Request Selection to view an overview of available accounts.
    • If a bank is not supported, click Request Selected Bank to notify Continia about the missing bank format.

  7. Click Migrate Data and Yes to start the migration.

  8. Now run the assisted setups and review the setting in Banking Import and Banking Export. You have direct access to the different tasks from the last page of the wizard, but you can also click Finish to close the wizard and do the setups afterwards.

    Bemærk

    The migration process applies to all companies in your environment that have an active Payment Management solution.

Next steps

  • Review the Verifying and optimizing after migration article to ensure you complete all key post-migration steps. Use it to verify, test, and fine-tune your configuration after migrating to Continia Banking.