Properly migrating your data to aACE is critical to having a fully functional system. Careful planning is needed prior to the actual migration. Your aACE partner will meet with you to map out a customized plan for this phase.
Learn more about data migration in the following topics:
- Overview of the aACE Data Migration Process — Explains the different data types (entity and transaction) and the different approaches to data migration.
- Data You Can Import into aACE — Lists the modules you can import data to and best practices for importing simple data (e.g. chart of accounts, contacts, prospecting lists, etc).
- Preparing a File for Importing — Outlines the steps for preparing your simple data for import.