How to Import Masterfiles via Migration Assistant

Overview:

The Migration Assistant in QNE Software simplifies the process of importing masterfiles such as Chart of Accounts, Customers, Suppliers, and Items. This feature allows users to transfer data efficiently from external sources, ensuring consistency and accuracy.

Scenario:

When setting up QNE Software, you’ll need to import essential master files like the Chart of Accounts, Customers, Suppliers, and Stock Items. Instead of manually entering data, you can use the Migration Assistant—an efficient tool that simplifies the process and ensures accuracy.

Procedure:

1. Open the Migration Assistant:

• Click File from the main menu.

• Select Migration Assistant.
  
  
  

2. Configure the Import Settings:

• Click Excel Templates
  

• In the Migration Wizard, specify the Server Name and select the Database where the master files will be uploaded, then click Next.
  

3. Locate the Template Directory:

• Use the triple-dot icon (…) to browse and select the folder containing the templates click Next.
  

4. Select and Import Templates:

• The following templates can be imported under Migration Assistant:

  • GL Account for Chart of Accounts

  • Debtors for Customer

  • Creditors for Suppliers

  • Stocks for Stock Items

• Make sure the template file names match the system's requirements exactly to prevent import errors. Select the required templates, then click IMPORT.
  

5. Complete the Import:

• Once successfully imported, a checkmark will appear next to each completed template.

• Click Finish to finalize the process.
  

Application:

System Migration: Easily transfer data from manual records to QNE Software.

Bulk Data Entry: Save time by importing large datasets instead of manual encoding.

Data Accuracy: Maintain consistency and reduce errors in financial and operational records.