Data Conversion Process

A successful data conversion process requires:

1. Deciding which data records you want to convert
2. Extracting your data from your old system and putting the extracted data into our import templates
3. Importing the populated import templates into Accolent ERP
4. Reviewing, correcting, and re-importing any data errors
5. Checking the data before you go-live

Which Data Records to Convert?

You will first need to determine which data records you wish to convert – there is a balance between the desire to have access to all your old data and the time and effort to convert it. We’ll be happy to help you decide what records to convert.

Records and Value Lists

Before you extract your data, you will need to review the first few Accolent ERP training videos. In these training videos, you’ll see how to set up your basic records and value list tables. Many value lists are small, and it may be easier to enter them into Accolent ERP rather than import them. If you are entering rather than importing value lists, you will need to have already set these up before you can import your master data. For example, you need to set up your product groups, categories, and sub-categories before you associate a particular product with a product category.

Data Extraction

You will need to identify the right person to get your data out of your old system and into our import templates. Ideally, this person will be familiar with your existing database – either your current system administrator or an IT specialist. We have over 80 different CSV import templates for all the major elements of data needed in the system including Customers, Contacts, Products, Inventory and Costs, Product Groups/Categories/Sub-categories, Vendors, etc. All these templates have detailed column-by-column instructions on how to organize your extracted data into the templates.

Data Import and Checking

Once your data is populated into the import templates, it can be easily imported into Accolent ERP. The import programs will identify any missing or incorrectly formatted data records. Once you correct these data exceptions you can re-import them. Then, you will need to check and verify the data before you go live.

Contact Us With Your Data Conversion Questions

We want your data conversion to go smoothly. Our data conversion team is available to answer any questions you have or provide help with any aspect of your data conversion. If you wish, we will be happy to review your spreadsheets of data before you try to import them. If there is any other assistance you need at any time, please let us know. We’ll be happy to help.