How to tutorials

How to Set Up Master Data Importing Video

Welcome to our "How to Set Up Master Data Importing" in Financials for Office 365 video. Today, we are going to explore the master data tables in greater detail. Specifically, introducing you to the concept of field mapping (to basically link separate tables together that share a common field), using what's called "User Definable Fields - (which lets you add additional fields in Financials that may exist in your old legacy system) or even something specific to your business or the industry you work in), and finally exporting the config package as a whole from the Financials Lite or Standard company and importing it back into the company you wish to set up.

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