Preparing your data

We move your products, customers, suppliers, opening balances and open invoices into the new system. You do not need perfect files: send what you have, and we clean it up with you.

What to collect

• Products: name, internal code, barcode, sales price, cost price, supplier.
• Customers and suppliers: name, address, tax number (persoonsnummer), contact person, payment terms.
• Stock: a count per location close to go-live.
• Opening balances: from your accountant, per the go-live date.
• Open invoices: customer and supplier invoices that are not yet paid.

Tips

• Excel or CSV files are fine. Exports from your old system are better.
• Decide what to leave behind. Customers you have not seen in three years can stay in the old system.
• Pick a go-live date at the start of a month, so the books start clean.

Not covered here

Moving years of history is possible but rarely worth it. We discuss this in the process scan.