Data Load

Data load will be performed in conjunction with your implementation consultant and is preferably done some time prior to user training. This means that you can be trained on a system containing your data which makes for a more realistic and valuable training experience.

As part of your configuration and training package, time has been allocated for importing your pre-prepared data into the system providing it conforms to the template spreadsheets given. If any data modification is required in order to import your data, this is chargeable at an hourly rate.

Importing Data

Please Note: - We strongly advise backing up your database prior to importing and that no other users are using the system for speed; you should also use the server as data importing can create a lot of network traffic.

There are two methods for importing data into PromoServe & Transaction, one is using a CSV file and manually matching up columns, the other is using a fixed format CSV file and letting the system match the columns for you.

The manual method is used to import the legacy data, (customers,suppliers, contacts addresses, quotes, sales order history etc) Click here to see the full list

The Fixed format routine is normally used for setting up PromoServe initially (Nominal Codes, Categories, Journal entries etc) Click here to see the full list.

Please click on the appropiate link below to see a detailed breakdown on how to import files.