Migrating Payment Management data to Continia Banking

• 29/09/2025
• 8 minutes to read

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

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.

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.

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 () 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.

   Note

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

After migration

After completing the Continia Banking Data Migration Setup, verify the general setup and confirm that the correct modules in Continia Banking are activated:

1. Verify activation: search for Continia Solution Management to confirm that all relevant Continia Banking modules are activated.
2. If you skipped this step during the migration process, run the Continia Banking Setup assisted setup to configure:
   • Bank accounts
   • Payment balance account
   • Recipient payment information
   • Security module (if applicable)
3. If you use direct communication with your bank, re-establish the connection. Depending on your bank, you may need to restart onboarding or request a new PIN code.
4. From Manual Setup in Continia Banking Setup, you can access Banking Export Setup and Banking Import Setup.
   • Review the default settings and make any necessary adjustments.
   • Refer to the manual setup guides for both Banking Export and Import to ensure proper configuration.
5. Review default settings and adjust as needed. Both Banking Export Setup and Banking Import Setup use new journal batch names for payments, direct debits, and bank reconciliations, along with new number series.
6. If you previously used different journals for separate bank accounts, review the Payment Import FastTab on the Bank Account Card.
7. After completing the migration, you can safely uninstall the Payment Management app from the Extension Management page. We recommend keeping the extension data when uninstalling to preserve your historical information.

Areas not handled by migration

With the enhancements in Continia Banking, some setup and data are handled differently. Review the following areas and configure them as needed:

• Search and reconciliation rules – these rules are not migrated. Set up new search rules and reconciliation rules in Continia Banking to match your workflow.
• PSP agreements - PSP agreements and their setup are not migrated. Recreate your agreements and configure a cash receipt journal for each agreement.
• Multiple bank statement imports - this setup is no longer maintained on the Bank Account Card and is not migrated. Use Reconciliation Import Setup to configure how bank statements should be imported into a Bank Account Reconciliation or Payment Reconciliation journal.
• Templates for notifications and payment references (Danish FIK) – these templates are not migrated. Recreate them for the affected vendors as needed. If you capture payment references using Document Capture, a template on the vendor card is not required.
• Payment reference rules – the setup for interpreting Danish FIK references in Bank Account Reconciliation or Payment Reconciliation journals has moved from Payment Management Setup to Payment Reference Rules in Continia Banking. Review and configure these rules as needed.

Next steps

• Review the Payment Management to Continia Banking data migration overview for details about tables and fields migrated.