---
title: "Initialize company setup based on template company"
slug: "initialize-company-setup-based-on-template-company"
description: "Initialize your new company setup using a template company in D365 F&SCM. Follow our guide for seamless data transfer and project execution."
tags: ["Concept topic"]
updated: 2026-03-20T09:41:23Z
published: 2026-03-20T17:44:03Z
canonical: "docs.staedean.com/initialize-company-setup-based-on-template-company"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Initialize company setup based on template company

You can initialize the setup of a new company based on a template company.

To initialize the setup of a new company, you need a:

- New company which setup must be initialized.
- Template company which setup is used to initialize the setup for the new company.
- Connectivity studio project to get the setup data from the template company and to set this data in the new company.

## New company

Before you can initialize the setup, create the new company. To do so:

- Create a legal entity.
- Create a chart of accounts.
- In the ledger setup, link the chart of accounts to the new company (legal entity). Define the:
  - Calendar
  - Exchange rate type
  - Default currency

For more information, refer to the D365 F&SCM documentation, for example:

- [Organization administration homepage](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/organization-administration-home-page?toc=%2Fdynamics365%2Ffinance%2Ftoc.json)
- [General ledger overview](https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/general-ledger)

## Template company

To initialize the setup for a new company based on a template company, use the template company as source company and the new company as target company. If you run a message, the data is exported from the template company and imported in the target company. To use a template company, in the **Connectivity studio parameters**, define the template company for your new target company. You can define several template companies. For example, with country-specific or industry-specific data.

## Project

A predefined Connectivity Studio project is available as resource. This project contains messages to only initialize basic data in a new target company.

You can only use the predefined project to initialize company setup within one D365 F&SCM environment.

### Import project from resource

The predefined "Tutorial - Create company" project is available as a resource. Import the project from the "BisProject_tutorialCreateCompany" resource.

### Adjust project

Use the predefined project as a starting point to initialize the setup of new companies. Which data is required to be initialized in your case can be different from predefined initialization setup. Therefore, adjust the predefined project to match:

- Your template company setup.
- The setup to be initialized in the new company.

### Run project

Run the predefined and adjusted project in the new company. So, the company which setup data you want to initialize. You are advised to run the project in batch.

### Check initialization result

When the project has run, you can review the results. Also, check if the project and its messages have run properly.

## Related

- [Define data migration project](/define-data-migration-project.md)
- [Set up template company in Connectivity studio parameters](/set-up-template-company-in-connectivity-studio-parameters.md)