Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import

Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import

Migrating your data to CustomBooks™ can be done seamlessly with the help of the Migration Assistance team or by using the built-in Data Import Wizard. Here’s an overview of both methods:

Migration Assistance/Conversion

CustomBooks™ offers expert Migration Assistance to ensure your data is accurately and smoothly transferred. The team can handle various levels of data migration based on your needs:
  1. Getting Started: This involves populating necessary getting started lists to set up your system, excluding detailed transactions.
    Features:
    1. Chart of Accounts
    2. Payment Terms
    3. Price Levels
    4. Price Matrix
    5. Sales People
    6. Companies (Customers/Vendors)
    7. Addresses and Contacts
    8. Units of Measure
    9. Units of Measure Sets
    10. Categories
    11. Inventory Items
    12. Service Items
    13. Projects & Classes
    14. Shipping Carriers
    15. Beginning Balance

  2. Journal Entry Transactions: Migrate current year and previous year journal entries. Additional years can be included for an extra fee.
    Features:
    1. Getting Started Lists
    2. Beginning Balance
    3. Open Accounts Payable
    4. Open Accounts Receivable
    5. Journal Entries

  3. Historical Detail Transactions: Detailed historical transactions are migrated, quoted per project.
    Features:
    1. Getting Started Lists
    2. Beginning Balance
    3. Open Accounts Payable
    4. Open Accounts Receivable
    5. Journal Entries
    6. Full History Invoices
    7. Full History Sales Receipts
    8. Deposits
    9. Payments
    10. Bank Transactions
    11. Sales Orders
    12. Cash Receipts
    13. Purchase Orders
    14. Bills & Bill Payments
    15. Item Receipts
    16. Credit Memos

For Migration Assistance prices and to schedule a migration, visit CustomBooks™ Migration Assistance.

Data Import Wizard

The Data Import Wizard is a powerful, built-in tool designed for users who prefer to manage their data migration independently. This feature enables the efficient import of external data into CustomBooks™, making the process straightforward and user-friendly. With this tool, users can seamlessly import various types of information, including:
  1. Chart of Accounts
  2. Companies (Customers and Vendors)
  3. Addresses and Contacts
  4. Price Levels
  5. Items
  6. Assemblies
  7. Lots and Serial Numbers
  8. Units of Measures (UoM)
  9. Sales Tax Rates
  10. Salespeople
  11. Payment Methods
  12. Projects and Classes

Additionally, the Data Import Wizard allows users to import historical transactions:
  1. Journal Entries
  2. Sales Orders and Purchase Orders
  3. Deposits and Payments
  4. Sales Invoices
  5. Bills
  6. Cash Sales
  7. Inventory Adjustments
  8. Item Receipts
  9. Bank Transfers
  10. Time Tracking
The Data Import Wizard supports the following file formats: *.csv, *.txt, *.xls, *.xlsx, *.iif



Know more about the Data Import Wizard and it's usage through this knowledgebase article.

With these options, transitioning to CustomBooks ™ can be customized to fit your specific needs, whether you prefer professional assistance or a self-managed approach. Feel free to contact CustomBooks™ Support if you have questions or if you need assistance with data migration.

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