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Switching From One ERP to Another
- 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.
- 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:
- Using the field requirement guide, map Vendor details from old ERP export to new ERP import file
- You can find more information for installation here:
- (If Applicable) Install any accompanying plugins also (e.g. Entity bank Details)
- Import the mapped CSV into the new ERP:
- 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.
- Ensure user permissions are set up properly
- Follow the steps in the guide to ensure users are set up with the correct permissions:
Updated 11 Feb 2025
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