There is a common path and method for exporting, transforming and loading data from 'other software' to salesorder.com. You could elect for us to do this for you, but in most cases once folk know what I'm about to tell you they decide to do it themselves. Here’s a quick overview.
Typically there are three categories of data that folks want to bring over, standing, historical and accounting, specifically opening balances and live transactions, I’ll cover these last.
Standing data is categorized as shown in (2) below. You may not want or have all of these data types in the system(s) you’re moving from.
Importing standing data is done from the ‘Import Data’ screen (1) which you’ll find under the 'Set Up' node. To import a data type, all you have to do is download and populate the corresponding template (3). Populated templates are uploaded into Salesorder.com using the corresponding 'Upload Data' controls (4). For in depth instructions about standing data import see the Help File.
The most common type of historical data folks want to import into Salesorder.com is Sales Orders. These are useful because they contain comprehensive information about what products customers ordered when and what they agreed to pay. The Sales Order is a Document. In the Plugin Store found under Plugins (5) there is a Historical Documents Plugin which contains the tools and instructions to import in this case Sales Orders.
There are two types of accounting data, balances and transactions (Documents). When you move you want to match the closing balances in the chart of accounts of the old system with the opening balances in the respective accounts Salesorder.com. You also need to shadow transactions - that is you’ll run for as short as possible period the two accounting systems in parallel so as all open transactions close in the old system but are replicated in Salesorder.com.
These two types of data are manually entered as either opening balances on the individual accounts, by general journals or as specific transactions i.e. a Sales Invoice or a Payment. For in depth instructions about moving your accounts see the Help File.