Data transfer
Move your legacy data in from your previous software: upload files, folders and ZIP archives, answer the open questions, review the records found and apply them group by group. Nothing is written to your data before you apply a group, and every group can be undone.
In this section · 12 pages
- The Data transfer app
What a transfer is, how your files become records, and why nothing is written to your data before you approve it.
- Start a transfer and upload files
Set the cut over date and the previous software, upload files, folders and ZIP archives, and know which files the app reads and where the limits are.
- Check files and map columns
Read the status of every file, change a kind that was recognised wrongly, map the columns of a table and read files again.
- Answer questions
Resolve conflicts, fill in missing values, confirm unsure details and decide policy questions, one question at a time.
- Give the assistant instructions
Change many records with one sentence: skip, approve, set values, map columns or set the cut over date, always with a preview and a confirmation.
- Review and apply groups
Read the overview, check and edit records, approve many at once and apply the groups in the right order.
- Take over employees and payroll
What becomes of staff lists, employment contracts, payslips, employee record sheets and payroll journals, and how carry over values continue the year to date totals of payroll.
- Take over customers, suppliers and products
Take over lists and the DATEV customers and suppliers export, assign contacts and bank details, and understand how existing entries are recognised.
- Take over accounting
Chart of accounts, the trial balance as opening balance, open items as legacy documents, booking batches as drafts, and bank statements.
- Undo a group
What undo removes, what stays and why, and in which order groups are taken back.
- Result and reconciliation
See per group what was created and updated, and read the checks that reconcile counts, the opening balance, open items and payroll.
- Archive, personnel file and privacy
Where the uploaded files are kept, how the AI reads them, who sees confidential documents, and how the files are filed in the GoBD archive and the personnel file.