By Stephanie Elsen
If you are currently using an accounting software program and are thinking about moving to Red Wing Software’s CenterPoint Accounting Software, an important consideration is which of your current data can be brought into CenterPoint Accounting Software, and what is the process for transferring that data. This post explains how that works.
What will Transfer
Providing you can pull out the data from your current system in a compatible format, you should be able to bring all master record information into CenterPoint. When importing your master file information, the only required field is the ABBREVIATION. This will be the unique identifier for that customer or vendor, etc. All other fields of information are optional.
| Customer information | Vendor information |
|---|
| Abbreviation |
Abbreviation |
| First Name |
First Name |
| Middle Initial |
Middle Initial |
| Business Name/Last Name |
Business Name/Last Name |
| Address Line 1 |
Address Line 1 |
| Address Line 2 |
Address Line 2 |
| Address Line 3 |
Address Line 3 |
| City |
City |
| State |
State |
| Zip Code |
Zip Code |
| Phone |
Phone |
| Cell Phone |
Cell Phone |
| E-mail |
E-mail |
| Terms |
Terms |
| Default A/R Account |
Default A/P Account |
| Customer Since |
Is a Business |
| Is a Business |
Fax |
| Sales Tax |
Contact Federal Tax ID |
| Shipping Method |
State Tax ID |
| Fax |
Memo |
| Contact |
|
These are the parameters for what can be brought into CenterPoint for Accounts Receivable and Accounts Payable. You can also import your master data into the General Ledger, Payroll, Budgets, Inventory Items and more. As for what can be brought in, again all master record file information can be imported into CenterPoint.
How the DataTransfer Process Works
Any importing of data, no matter where it comes from, is done with the help of the Red Wing Software support team. You extract the information you wish to transfer from your system and provide it in Excel (.CSV or .XLS) file format. The Red Wing Software support team takes that information and maps it into the CenterPoint System for you. We can start up a new database for you, but we recommend that you have CenterPoint installed and set up before we transfer your data into the system for you. We find most customers prefer to start the system setup themselves with such basic information as sales taxes, shipping methods, terms and accounts that most businesses would use.
When the data import is complete, Red Wing Software staff will assign your information to the specified destination within CenterPoint, and provide you a completed import file, which you then use to restore your CenterPoint system. Your system will then be populated with your data. Please call Red Software for more details.