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 docid\ vryhxzozzyq qn33w14qh intacct updating vendors via csv docid\ abpass7uv q0kxusogi8e bc 365 updating vendor payment methods via csv (qbo) docid\ kaqag byypyu dmpsaz j 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 docid\ vryhxzozzyq qn33w14qh intacct updating vendors via csv docid\ abpass7uv q0kxusogi8e bc 365 updating vendor payment methods via csv (qbo) docid\ kaqag byypyu dmpsaz j using the field requirement guide, map vendor details from old erp export to new erp import file netsuite entity bank details bundle import/export docid\ vryhxzozzyq qn33w14qh intacct updating vendors via csv docid\ abpass7uv q0kxusogi8e bc 365 updating vendor payment methods via csv (qbo) docid\ kaqag byypyu dmpsaz j 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) docid\ gyr0cmqv1 svhj9cucnnw intacct uninstalling the bundle (intacct) docid\ yufmwgz8k2jz d9 rrerj bc 365 uninstalling the plugin (bc365) docid\ jx5szrb9f tzrps02muhq 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 docid\ vryhxzozzyq qn33w14qh intacct updating vendors via csv docid\ abpass7uv q0kxusogi8e bc 365 updating vendor payment methods via csv (qbo) docid\ kaqag byypyu dmpsaz j ensure you review vendor payment details in new erp to confirm 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) docid\ ptp4tw3tahbrp6sbzkzol intacct enabling bank feeds (intacct) docid\ jseogwa8iwhbwax8lt3ud bc 365 enabling bank feeds (bc365) docid\ siscvur1986mrlqturup3 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 docid\ jt45rhpoyipd3nmd8tfds intacct step 11 set permissions for a role docid\ w1zx79vl z6dykcj7y0bl bc 365 step 13 add user permissions (bc365) docid\ t3whzxxvqk5pzkhpm8 ex