Data Migration

• Data Migration
  • Import Templates
  • Overview
  • Preparing Data for Import
  • Options available to you

Import Templates

Overview

Accurate and clean data is vital to the success of your PromoServe application. It is important to ensure that data is imported correctly into the system. There are two tools available to import data

Subject to the purchase of consultancy time, Trade Only Ltd can import your pre-prepared data into Promoserve providing it conforms to our standard templates. This is a relatively straightforwad exercise.

Trade Only Ltd cannot be held responsible for extracting data from your current systems as we are highly unlikely to have skills in your legacy systems.

If you would like assistance with data migration, please talk to your Implementation Consultant. We may be able to assist, or to recommend a specialist. This work will take dedicated consultancy resource and is therefore chargeable.

Preparing Data for Import

In order for data to be imported speedily and successful, you will need to prepare a series of spreadsheets. Each database to be imported should be saved as a comma seperated value (CSV) file.

Typically, you will need spreadsheets for the following main data files:

• Customer list
• Supplier list
• Prospective Customer list
• Product & Stock list

Other data files can accept imported spreadsheets but these generally involve more detailed preparation and may well require additional time to be budgeted for – if in doubt please ask your Implementation Consultant.

These include

• Bill of Materials
• Sales Ledger Opening Balances per customer
• Purchase Ledger Opening Balances per supplier
• Nominal chart of accounts
• Staff Database & Access Rights
• Product Additional Costs
• Marketing Tags
• Quotes
• Contacts
• Customer Special Prices
• Sales Orders
• Sales Invoices
• Stock including Serial Numbers
• Product & Job Bag Categories
• SIC / Industry Codes
• Postcode Areas

Options available to you

Data preparation is a time consuming and specialist task. Realistically the following 5 options are available to you:

• You prepare all data required in accordance with our example files provided
• We can provide you with industry standard data for example detailed product and supplier lists if you are a distributor or a list of promotional distributors if you are a supplier. Typically, these lists are a chargeable extra.
• Little historical data is imported and you start afresh entering information as you work through the system
• We can manipulate your data for you offsite but this would be charged at our standard hourly rate. This option may well delay your Go-Live date dependant on time taken and staff availability.
• We can manipulate your spreadsheets on site however additional dates will need to be booked and paid for as training time cannot be compromised. This option may well delay your Go-Live date dependant on time taken and staff availability.