Data You Can Import into aACE

You can import both master data and transactions. We recommend that you carefully prepare your data prior to import. This investment is more efficient because it can help you avoid spending additional time correcting and updating records after the import. 

aACE provides data import tools in the following modules:

Master Data



  • Companies
  • Contacts
  • Departments
  • GL Accounts
  • Leads
  • Line Item Codes
  • Offices
  • Postal Codes
  • Rate Cards
  • Task Groups
  • Tax Profiles
  • Team Members
  • Templates
  • Time
  • User Groups

Transactions



  • Orders and Order Items
  • Shipments and Shipping Log Items
  • Invoices and Invoice Items
  • Receipts and Receipt Items
  • Purchase Orders and Purchase Order Items
  • Purchases and Purchase Items
  • Disbursements and Disbursement Items
  • Inventory Adjustments and Inventory Adj Items

Initial or Recurring Data Imports

Some data is typically only imported during the initial system setup (e.g. invoices, purchases, etc).

Other data can be imported repeatedly to add new information (e.g. companies, contacts, or leads from purchased lead lists or collected in the aACE CRM mobile app).