Data Migration Overview
Follow this sequence to ensure data dependencies are satisfied. Each tier must complete before the next begins.
0 Foundation System config, periods, currencies
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1 Classifications Segments, accounts, tax codes
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2 Entities Customers, vendors, employees
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3 Items Products, services, pricing
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4 Transactions Open AR/AP, history
Tier 0
Foundation Data
Foundation Checklist
Tier 1
Classification Data
Classifications Checklist
Tier 2
Entity Data
Entity Import Checklist
Import Order
Import Employees first if they are referenced on other entities (e.g., sales rep on customers).
Tier 3
Item Data
Item Import Checklist
Tier 4
Transaction Data
Transaction Import Checklist
Transaction Order Matters
Always import opening balances before open transactions. Use clearing accounts to avoid double-counting revenue/expenses.
Quality