Data Conversion

Overview

The GoldFinch Conversion app is a powerful tool designed to help businesses import large volumes of data into GoldFinch objects. This app is typically used by GoldFinch Implementation Specialists during the early stages of implementation but can also be utilized after go-live to import additional records or update existing data.

Key Uses

1. Initial Implementation:
   During the implementation phase, the GoldFinch Conversion app plays a critical role in importing master data into the system. You will decide whether to enter data manually or use the app’s import functionality with the assistance of your implementer.

2. Ongoing Data Imports:
   Even after your system is live, the Conversion app can be used to bring in more records, such as new customer lists, inventory data, or updated pricing information.

Factors to Consider Before Using the Conversion App

When deciding whether to use the Conversion app for importing data, it's important to evaluate the following factors:

• Volume of Data:
  Consider the amount of data you need to import. Larger data sets might benefit from using the Conversion app, whereas smaller data sets may be more manageable to enter manually.

• Quality of Data:
  Ensure that your data is clean and accurate before importing. Poor data quality can lead to errors and inconsistencies within the system, which may require significant cleanup efforts later.

• Budget:
  Evaluate the costs associated with using the app, particularly if additional services or time from an implementation specialist are required.

• Time:
  The time required to prepare, validate, and import data can vary depending on the complexity of your data and your familiarity with the process.

• Staff:
  Ensure that you have adequate staff resources who understand the data and the system, especially if you plan to handle imports yourself.

Recommendations for Using the Conversion App

If you are considering using the GoldFinch Conversion app independently, it's essential to:

1. Consult with Your Implementation Specialist:
   Before proceeding with any data import, communicate with your assigned GoldFinch implementer to ensure you are following the correct procedures and best practices.

2. Work in a Sandbox Environment:
   Always practice and test your data imports in a sandbox environment until you are completely comfortable with the process. This allows you to spot errors and refine the import process without affecting your live data.

Conclusion

The GoldFinch Conversion app is a valuable tool for efficiently bringing large volumes of data into the system. Whether during the initial implementation or for ongoing imports, the app helps streamline the process of importing records into GoldFinch. However, it’s critical to plan carefully, ensure data quality, and seek guidance from your implementer to ensure a smooth and successful data migration process.