Data Conversion

Overview

GoldFinch Conversion app can assist you with bringing larger volumes of data into GoldFinch objects.

This app is used by GoldFinch Implementation Specialists at the start of your implementation and it can also be used after you are live to bring in more records.

At the start of your implementation, one of the decisions you will make is if you will manually enter your master data or if you will take advantage of our import functionality - with the help of your implementer.

There are various things to consider when making this decision, such as:

Volume of Data
Quality of Data
Budget
Time
Staff

If you are considering using the Data Conversion app on your own, we highly suggest communicating with your assigned implementer beforehand and working ONLY in a sandbox until you are completely familiar with the process.

Import Accounts

Import Sales Prices

Import Items

Import Purchase Prices

Import Sales Orders

Import Bypass AP Vendor Payments

Import Beginning Accounts Payables

Import Beginning Accounts Receivable

Import General Journals

Import Purchase Orders

Import Purchase Invoices

Import Item Formulas

Import Inventory

Additional Import Routines