Importing historical or legacy data. What kind of data can be migrated into GreeneStep?
We can bring in specific historical data when you migrate to GreeneStep.
- Product Master and Link to Images Repository
- Customers Master
- Prospects Master
- Suppliers / Vendors Master
- Chart of Accounts
- Inventory Stock / Quantity Opening Balances
- AP and AR Opening Balances
- All Open Sales Quotes and Sales Orders, Credit Orders and Credit Quotes
- All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders
- Supplier Part Numbers
- Customer Part Numbers
Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future references and will not impact Customer/Supplier Balances.
We help to do above from pre-formated excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team