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SAD Docking - Accounting System Company File Conversion

The following article will go over the details you need to know to properly convert your old accounting system company file to your new company file.

Process

Before beginning the conversion process, you will need to get detailed information on the following items below:

  1. You will need to choose a date to transfer data from your old company file to your new company file, the cutover date, and inform ARI of what that date is. It is preferred to schedule a weekday for this process so that a technician can touch base after the conversion to confirm everything is functioning properly with the ARS/RMA software.
  2. ARI will need access to your PC or Server with the Administrator log in information for old and new accounting software company files.
  3. ARI will need to connect to your server/PC and update your current RMA, and the Data Sync files to the latest build. Install an “empty” RMA and sync your new company file to it so we can get the files created we need for the conversion.

 

The afternoon of the conversion process please complete what I have noted below:

  1. Upload all routes, post all payments and invoices, sync them all to old file one last time and do not download new routes for next business day yet.
  2. You the customer, will then convert your old accounting system company file to the new file and let your project manager at ARI know.

 

At this point ARI will need exclusive access to your RMA and both accounting system company files– make sure your team does not log in or add any further or new data in either program.

  1. ARI will connect to your PC/Server and complete the data conversion from your old accounting system company file to your new with RMA and set your Sync to now Sync to company file. This can take 1-2 hours.
  2. Please plan on not posting and running the sync for at least 1 day while we finish the programming items we need to finish and reconnect the sync using your new credentials for the new accounting system company file.
  3. We will let you know when you are good to post and sync in the new system.

*Please inform your project manager if you have already created a new company file and started to add data manually. Our conversion program compares Name to Name, Item description & Item Code to Item description & Item Code, Address to Address, etc., so if you have changed any data these mentioned, the data items the info will fail/duplicate and they will need to be corrected to match before we can continue. Typically we do the conversion as soon as you are done moving the data from old file to new so we can avoid this situation.