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.
- Intacct: Updating Vendors via CSV (Intacct)
Steps for the Switch
Once Vendors are set up 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:
- Intacct: Updating Vendors via CSV (Intacct)
Using the field requirement guide, map Vendor details from the old ERP export to the new ERP import file.
- Intacct: Updating Vendors via CSV (Intacct)
Using the FISPAN Wizard, uninstall the 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)
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:
- Intacct: Updating Vendors via CSV (Intacct)
Ensure you review Vendor Payment details in the new ERP to confirm the import was successful.
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 (Business Central)
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 (NetSuite)
- Intacct: Step 11: Set Permissions for a Role
- BC 365: Step 14: Add User Permissions