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Services > Data Import

Data Import

Transfer important information and history into EBMS.

OVERVIEW
What cannot be imported

We know that the process of transitioning from one software to another while maintaining the daily activities can be difficult. Our team is dedicated to assisting you in making the transition as smooth as possible. Part of the Implementation stage may include importing information from your existing software into EBMS.

Import Customers, Vendors, and Inventory

The most common imports into EBMS are usually Customers, Vendors, and Inventory lists. Most other detailed information can be imported as well including serialized items, lots, and components.

EBMS has the capability of creating a folder structure for these lists during the import. List type imports are straightforward and will cover most of the information in your existing software.
Import Sales and Purchase History

One of the common problems faced during a transition is looking up a customer’s sales history or vendor purchase history in the previous software solution. To ease the pain of transitioning to a new software we do offer a solution to import Sales and Purchase history. This would allow a search and lookup on AR and AP Invoices.
The goal of the history import is to provide a lookup history for past sales. Due to the processes completed manually over the course of years in your previous software there are limitations to the data that can be imported. We do not re-create accounting reports or statements, but rather provide a lookup history. A side benefit to importing AR and AP transactions is Inventory Sales and Purchases History is now in place and stock level settings can be calculated.

Prepare Data to Import

EBMS can read and extract data from .CSV and .TXT files. You will need to export data from your existing software in spreadsheet form. Microsoft Excel is the most commonly used program to review and manipulate data that is exported to .CSV files. It is recommended that you install Microsoft Excel to aid in this process. Example of a Customer List shown below. Actual templates of all supported fields will be provided by the EBMS implementation consultant.

If you are unsure if your current software can export the needed information, please contact your existing software support center, or ask your EBMS Solutions Consultant. Note: Unix system software may require a programmer’s help to export data.

Details of what can NOT be imported:

Accounts Receivable
- Payment Date EBMS will use the Invoice date as the payment date. We cannot account for invoices that were overdue, or not paid in the same month as purchased.
- Multiple Payments and Payment References Due to the complexities of Accounts Receivable Payments we do not support showing multiple Invoices paid with one payment method or multiple forms of tender. All Paid Invoices will be shown as paid in CASH. Note: This applies to imported invoices only.
- Other Fees Due to the various charges discounts that can be accrued on a customer’s Invoice we do not import various fees such as Freight Charges, Finance Charges, and Discounts. We also recommend that Invoices be imported as Non-Taxable due to the variety of tax jurisdictions and the fact that the Imported Invoices will use the local tax rates as default. Importing Invoices as Taxable will most likely cause inaccurate tax reporting and skew Invoice totals.
Accounts Payable
- Payment Date EBMS will use the Invoice date as the payment date. We cannot account for invoices that were overdue, or not paid in the same month as purchased.
- Multiple Payments and Payment References Due to the complexities of Accounts Receivable Payments we do not support showing multiple Invoices paid with one payment method or multiple forms of tender. For Accounts Payable, we can import the Check/Reference number used to pay an Invoice, but that payment will not be linked to other invoices paid with the same Check/Reference number. Note: This applies to imported invoices only.
- Other Fees Due to the various charges discounts that can be accrued on a customer’s Invoice we do not import various fees such as Freight Charges, Finance Charges, and Discounts.

Services > Data Import

Data Import

Transfer important information and history into EBMS.

Import Customers, Vendors, and Inventory

Import Sales and Purchase History

Prepare Data to Import

Details of what can NOT be imported:

Accounts Receivable

Accounts Payable

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