Payment Management to Continia Banking migration overview
When moving from Payment Management (PM) to Continia Banking (CB) in Microsoft Dynamics 365 Business Central, a series of articles guide you through every stage of the migration process from preparation to post-migration optimization. This overview helps you navigate the available documentation and ensures that all essential steps are completed in the correct order.
Start by reviewing the main article, Migrating Payment Management data to Continia Banking, which explains how to use the migration tool and outlines prerequisites, data transfer steps, and follow-up actions. This article also points you to the Payment Management to Continia Banking data migration overview which gives you an overview the tables and fields included in the migration.
After completing the migration, several related articles help you verify and configure your system to ensure everything works smoothly in Continia Banking.
Verifying and optimizing after migration - describes how to confirm that data and setups were transferred correctly and how to fine-tune your configuration for optimal performance.
Configuring Banking Import settings after migrating from Payment Management - explains how to review and adjust Banking Import settings once the migration is complete.
Reviewing and configuring bank accounts after migration - guides you through checking your bank accounts and ensuring they’re correctly linked in CB.
Migrating rules from Payment Management - details how to re-create or adapt search and reconciliation rules that aren’t migrated automatically.