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Migrating data from an old ERP or system to Acumatica

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Migrating data from an old ERP or system to Acumatica, yo can use several tools as follows:

• Using the Acumatica import scenarios

  • Importing data from a file outside Acumatica in to Acumatica, or exporting data from Acumatica to  a file outside Acumatica is very useful. When you implement the Acumatica ERP you will want to import data of your old application into Acumatica. This is also called migration.

  • The Acumatica features called Import Scenarios and Export Scenarios enable you to import/export all master data (prospects, business accounts, contacts, vendors, items, employees, etc, and transaction data (AP bills, AP payments, quick checks, vendor prices, AR invoices, AR Payments, contracts, cash sales,  etc).  Basically you look at a particular form or screen, and you can import into all the fields of that form/screen from an outside file. You can also export all data that is in the fields of a certain form/screen. 

  • Click here for details

• Migrating Quickbooks data to Acumatica

  • Migration steps

    • The general steps of migrating basic QuikBooks data to the Acumatica ERP are as follows:​

      1. Provide a predefined Chart of Accounts

      2. Map your QuickBooks Accounts to Acumatica, and bring in beginning balance entries

      3. Set up Accounts Receivable, Accounts Payable, Inventory, Sales Order and Purchase Order modules based upon predefined options

      4. Convert Customers, Vendors, and Items from QuickBooks

      5. Bring over Open Accounts Receivable, Open Accounts Payable, and Inventory Balances

      6. First Bank Reconciliation (one bank) will be done together

      7. Add logo to Statements, Invoices, Sales Orders, and Purchase Orders.

      8. Create one Balance Sheet and Income Statement.

      9. Provide one personal training session (remotely) on each module (General Ledger, Accounts Payable, Accounts Receivable, Inventory, Sales Order, Purchase Order, and Bank Reconciliation). Training session will be 4 hours and client must take the required Acumatica classes ahead of the personal training.

      10. Up to 10 users will be setup

      11. Seven Dashboards (Customer, Controller, AR Clerk, AP Clerk, Warehouse Manager, Purchasing Manager, and Shipping Clerk)

  • ITProGlobal assists with the migration of your data from the accounting software, QuickBooks® to Acumatica® ERP thereby relieving you of having to maintain multiple systems and the so called data horror stories of the break room. Click here for details.

  • Celigo has also tools to migrate data from other systems to Acumatica besides tools to integrate ISV apps with Acumatica. Click here for details.

• Migrating Microsoft Dynamics data to Acumatica

  • FourLane has a migration tool. Click here for details.

  • CalSZone has a migration tool. Click here for details.

• Migrating Sage data to Acumatica

  • FourLane has a migration tool. Click here for details

• Migrating Everest data to Acumatica

  • Cloud(ERP has a migration tool. Click here for details.

• Migrating from most major ERPs to Acumatica

  • FourLane has a migration tool. Click here for details.

  • AcuConvert has a migration tool. Click here for details.

  • NexVue has a migration tool. Click here for details