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Switching From One ERP to Another

Requirements For The Switch
If applicable, finish all necessary payment reconciliation.
Ensure you export a copy of your vendor payment details (bank information) from the ERP plugin you are moving from.
NetSuite: Entity Bank Details Bundle Import/Export﻿﻿
Intacct: Updating Vendors via CSV﻿﻿
BC 365: Updating Vendor Payment Methods Via CSV (QBO)﻿﻿
Steps for the Switch
Once Vendors are setup in the new ERP, you can then begin transferring Vendor payment details by following these steps:
Export template and list of Vendors from old ERP: 
NetSuite: Entity Bank Details Bundle Import/Export﻿﻿
Intacct: Updating Vendors via CSV﻿﻿
BC 365: Updating Vendor Payment Methods Via CSV (QBO)﻿﻿
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Using the field requirement guide, map Vendor details from old ERP export to new ERP import file
NetSuite: Entity Bank Details Bundle Import/Export﻿﻿
Intacct: Updating Vendors via CSV﻿﻿
BC 365: Updating Vendor Payment Methods Via CSV (QBO)﻿﻿
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Using the FISPAN Wizard, uninstall plugin from the old ERP (sys.fispan.live)
You can find more information for installation here:
NetSuite: Uninstalling the Bundle (NetSuite)﻿﻿
Intacct: Uninstalling the Bundle (Intacct)﻿﻿
BC 365: Uninstalling the Plugin (BC365)﻿﻿
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Using the FISPAN Wizard, install the corresponding plugin to the new ERP (sys.fispan.live)
(If Applicable) Install any accompanying plugins also (e.g. Entity bank Details)
Import the mapped CSV into the new ERP: 
NetSuite: Entity Bank Details Bundle Import/Export﻿﻿
Intacct: Updating Vendors via CSV﻿﻿
BC 365: Updating Vendor Payment Methods Via CSV (QBO)﻿﻿
Ensure you review Vendor Payment details in new ERP to confirm import was successful.
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Set up Bank Feeds
Follow the steps in the guide to complete Bank Feeds setup for new ERP.
NetSuite: Enabling Bank Feeds (NetSuite)﻿﻿
Intacct: Enabling Bank Feeds (Intacct)﻿﻿
BC 365: Enabling Bank Feeds (BC365)﻿﻿
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Ensure user permissions are set up properly
Follow the steps in the guide to ensure users are set up with the correct permissions:
NetSuite: Setting Up Permissions﻿﻿
Intacct: Step 11: Set Permissions for a Role﻿﻿
BC 365: Step 13: Add User Permissions (BC365)﻿﻿
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Updated 11 Feb 2025
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