Going live on a new ERP system can be a stressful time. The best way to ensure a smooth transition is to start early to format and investigate the amount of work required to collect your data. Giving yourself an early start will really help your preparation.
While every project is different, you can start by gathering together the following data and presenting it to us in advance for review.
File Formatting Tips
- Make sure that any customers or vendor names match what you have already imported.
- Make sure that the products are already imported to live and the product numbers match
- .CSV is usually the most efficient format -- look out for leading zeros!
- Name the file in a way that makes it easy to search for if you need to refer to it later.
- Any Aged Receivable / Payable / Inventory records should tie directly to your opening journal entry.
Data to Gather
The list below should be a good starting point to gather together and evaluate. The order presented below is typically the correct sequence for most projects as well.
Contacts
The following list is for both Vendors and Customers.
|
Product Data
| Name |
| Product Type |
| Internal Reference |
| Barcode |
| Sales Price |
| Cost |
| Weight |
| Sales Description |
Inventory
|
CRM Opportunities
| Opportunity Name |
| Company Name |
| Contact Name |
| Job Position |
| Phone |
| Mobile |
| Street |
| Street2 |
| City |
| State |
| Zip |
| Country |
| Website |
| Notes |
Open Sale Orders
| Customer Code |
| Customer Name |
| Delivery Address |
| Payment Terms |
| Salesperson |
| Order Number |
| Expected Shipment Date of Item |
| Product Code |
| Quantity Ordered |
| Price Each |
| Opportunity Name |
Open Purchase Orders
| Vendor Code |
| Vendor Name |
| Payment Terms |
| Order Number |
| Expected Receipt Date of Item |
| Product Code |
| Quantity Ordered |
| Price Each |
Aged Payable
|
Aged Receivable
|
Trial Balance
| Account Number Account Name Debit Total Credit Total |
Fixed Assets
| Asset Name Asset Number (Reference) Book Value Original Value (Purchase Price) Acquisition Date Method (Number of Periods, Straight Line, etc.) Depreciable Value / Not Depreciable Value (either) Status Depreciation Account Expense Account Fixed Asset Account |
