---
title: Switching From One ERP to Another
slug: cnb/switching-from-one-erp-to-another
description: Follow this guide if you want to switch your plugin to another ERP.
docTags: 
createdAt: 2024-04-26T18:26:01.573Z
---

## Requirements For The Switch

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If applicable, finish all necessary payment reconciliation.
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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 (NetSuite)](docId\:vrYHxzoZzYq-Qn33W14QH)
- **Intacct**: [Updating Vendors via CSV (Intacct)](docId\:aBPAsS7UV-q0kXUSOgi8E)
- **BC 365**: [Updating Vendor Payment Methods Via CSV (QBO)](docId\:kAQaG_ByYPyU-dmpsaz-J)
:::
::::

***

## 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:

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:::WorkflowBlockItem
Export template and list of Vendors from old ERP: 

- **NetSuite: **[Entity Bank Details Bundle Import/Export (NetSuite)](docId\:vrYHxzoZzYq-Qn33W14QH)
- **Intacct**: [Updating Vendors via CSV (Intacct)](docId\:aBPAsS7UV-q0kXUSOgi8E)
- **BC 365**: [Updating Vendor Payment Methods Via CSV (QBO)](docId\:kAQaG_ByYPyU-dmpsaz-J)[Updating Vendor Payment Methods Via CSV (QBO)](docId\:kAQaG_ByYPyU-dmpsaz-J)
:::

:::WorkflowBlockItem
Using the field requirement guide, map Vendor details from the old ERP export to the new ERP import file.

- **NetSuite: **[Entity Bank Details Bundle Import/Export (NetSuite)](docId\:vrYHxzoZzYq-Qn33W14QH)
- **Intacct**: [Updating Vendors via CSV (Intacct)](docId\:aBPAsS7UV-q0kXUSOgi8E)
- **BC 365**: [Updating Vendor Payment Methods Via CSV (QBO)](docId\:kAQaG_ByYPyU-dmpsaz-J)
:::

:::WorkflowBlockItem
Using the FISPAN Wizard, uninstall the plugin from the old ERP ([sys.fispan.live](https://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 (Business Central)](docId\:jX5SZRB9F_TZrPS02muhQ)
:::

:::WorkflowBlockItem
Using the FISPAN Wizard, install the corresponding plugin to the new ERP ([sys.fispan.live](https://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 (NetSuite)](docId\:vrYHxzoZzYq-Qn33W14QH)
- **Intacct**: [Updating Vendors via CSV (Intacct)](docId\:aBPAsS7UV-q0kXUSOgi8E)
- **BC 365**: [Updating Vendor Payment Methods Via CSV (QBO)](docId\:kAQaG_ByYPyU-dmpsaz-J)

Ensure you review Vendor Payment details in the new ERP to confirm the 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.

:::Paragraph{listStyleType="disc" indent="3"}
**NetSuite**: [Enabling Bank Feeds (NetSuite)](docId\:ptP4TW3TAHbRp6sBzKZOL)
:::

:::Paragraph{listStyleType="disc" listStart="2" indent="3"}
**Intacct**: [Enabling Bank Feeds (Intacct)](docId\:jSeOgwa8iwhbwaX8Lt3Ud)
:::

:::Paragraph{listStyleType="disc" listStart="3" indent="3"}
**BC 365**: [Enabling Bank Feeds (Business Central)](docId\:sISCVuR1986MRlqTurUP3)
:::
::::

:::WorkflowBlockItem
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)](docId\:jT45RHpOYipD3NMd8TfDs)
- **Intacct**: [Step 11: Set Permissions for a Role](docId\:w1zx79vl-Z6DykCJ7Y0bl)
- **BC 365**: [Step 14: Add User Permissions](docId\:t3WhZxXvqK5pZkHpm8_EX)
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