The following order is recommended for data imports:
- Chart of Accounts – Note that you should enter opening balances as journal entries on “go live”, using the specialized journal entry import process.
- Classifications – Departments, Classes, Locations – supported by Import Assistant
- Entities – Employees, Vendors, Partners, Customers (including Leads, Prospects, and Customers), Contacts – supported by Import Assistant
- Items – Assembly/BOM Item, Lot Numbered Assembly/BOM Item, Serialized Assembly/BOM Item, Inventory Item, Lot Numbered Inventory Item, Serialized Inventory Item, Kit/Package Item, Non-Inventory Item for Sale, Non-Inventory Item for Resale, Non-Inventory Item for Purchase, Service Item for Sale, Service Item for Resale, Service Item for Purchase, Other Charge Item for Sale, Other Charge Item for Resale, Other Charge Item for Purchase – supported by Import Assistant
- CRM Records – Notes, Issues, Solutions, Topics – supported by Import Assistant Cases, Events, CRM Tasks, Messages – not yet supported, need another method
- Transactions– Cash Sales, Customer Payments, Estimates, Invoices, Opportunities, Purchase Orders, Sales Orders, Vendor Bills, Vendor Payments – supported by Import Assistant Credit Memos, Return Authorizations – not yet supported, need another method.