Data Conversion

We’ll Work with You to Convert Your Data

We understand how important it is to have full access to your data. If you have a manageable amount of data and want to enter this on your own, you can do so. More typically though, customers will need our help to convert their data. Once you extract the data from your existing system, our Data Conversion Kit provides you with the use of our data import templates, import programs and any assistance you need  to successfully convert your data.

Data Conversion Process

A successful data conversion process requires:

  1. Deciding what data files you want to convert
  2. Setting up the main records and value lists in Accolent ERP
  3. Extracting your data from your old system and putting the extracted data into our import templates
  4. Using our import programs to import the data
  5. Reviewing, correcting and re-importing any data errors
  6. Checking  the data before you go-live

Which Files to Convert?

You will first need to determine which data files you wish to convert – one of our data conversion specialists will walk you through this and help you decide. The Data Conversion Kit provides you with the use of all of our standard data import templates and our import programs. However, converting unnecessary files will require more time from your IT specialist and your employees.

Records and Value Lists

Before you extract your data you will need to receive the first few Accolent ERP training sessions. In these training sessions, we’ll show you how to set up your basic records and value lists files. You will need to have set these up before you can import your data into them. 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. Ideally this will be someone who is familiar with your existing database – either your current system administrator or an IT specialist. We can recommend  IT specialists who we have worked with if you want.

Data Import Templates

With the Data Conversion Kit, you get all of our standard spreadsheet import templates covering Customers, Contacts, Products, Inventory and Costs, Product Groups, Categories and Sub-categories, Product Locations, Kit Components and Vendor imports. We’ll walk you through how to use these templates to organize your extracted data. Your IT specialist will need to extract the data from your old system and put it into the import templates.

Data Import

Once your data is extracted our import programs will let you import these into Accolent ERP. If your input spreadsheet either has missing entries or has been incorrectly input or formatted, our import programs will identify these data input problems. You will be able to export these into a spreadsheet, correct them and then re-import them.

Checking the Data

When the import into Accolent ERP has been completed, you will need to check the data before you go-live.

Contact us about your Data Conversion Questions

We want this 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. We also encourage you to send us your spreadsheets of data for review before you try to import them. That way we can catch and address any data input errors early so the data import and validation exercises go well.