This guide explains the general types of data used in your aACE system. It is intended for all users.
You can import both master data and transaction data. We recommend that you carefully prepare your data before beginning the import process. 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:
Initial or Recurring Data Imports
Some data is typically only imported during the initial system setup (e.g. invoices, purchases, etc).
Other data may 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).