Data You Can Import into aACE
Last Modified on 06/22/2022 3:53 pm EDT
This guide explains the types of data you can migrate from outside sources into your aACE system. It is intended for general users.
You can import both master data and transaction data. Some data is only imported during the initial system setup (e.g. invoices, purchases, etc), while 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).
We recommend that you carefully prepare your data before beginning any import process.
Modules with Import Functionality
Master Data |
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- Companies
- Contacts
- Departments
- GL Accounts
- Leads
| - Line Item Codes
- Offices
- Postal Codes
- Rate Cards
- Task Groups
| - Tax Profiles
- Team Members
- Templates
- Time
- User Groups
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Transaction Data |
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- Orders and Order Items
- Shipments and Shipping Log Items
- Invoices and Invoice Items
- Receipts and Receipt Items
- Purchase Orders and Purchase Order Items
- Purchases and Purchase Items
- Disbursements and Disbursement Items
- Inventory Adjustments and Inventory Adj Items
- GJ Entries and GJ Entry Items
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