| Many of our clients have existing
data they would like to import into SoEasyAccounting and we provide
import features to achieve this. The
areas that can be imported are:
| Client and Suppliers database |
Import CSV files |
| Debtors ledger |
Import client account balances
with certain limitations |
| Products register |
Import a user definable set of
information which will automatically add items not present, and
update items that are. The process will automatically create
categories of products if a category field is not present |
| Cash Book transactions |
Import a user definable set of
transactions from a CSV file |
| Chart of Accounts |
Import a csv file of accounts and
codes |
| Rapid Notes |
Rapid notes are code associated
notes that can be used when completing stories on quotations and
invoices |
Each process has a series of help notes to enable
people with a reasonable degree of spreadsheet and file structure
knowledge, to import the data.
However, if the instructions are not followed
exactly, or are interpreted incorrectly, or the data is poorly created,
there can be issues. Invariably it becomes our task to assist in the
resolution of these issues which can be time consuming.
In many cases is is advisable to have one of our
trained staff assist you in the data import.
In doing so the import process is usually quicker
and your data is verified by experienced consultants.
This is a chargeable service (see
services)
We have formed the following Policies and
services on Data Import
- Import your data at your own risk
- Take a backup before the import, and after the
import check the data
- If the data fails your check, delete the data
and restore the back up
- If you require our assistance charges are
applicable (see
services)
Common Issues with Data Imports
- Incorrect layout
- Incorrect file type
- Incorrect data where fields appear to have the
correct data but when analysed throughout the whole data set, there
are merged fields and incorrect values. Usually due to the original
export.
- The original application does not have an easy
export function and requires the data to be extracted using third
party products.
In Summary
- Many people import their own data and have no
problems.
- Taking a backup before an import enables you to
recover should there be a mistake.
- In many cases, our trained technicians can
extract and import a greater resource of data that that of our
standard import features.
- Special import functions can be written quickly
to provide specific data import solutions.
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