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GoldFinch Clientcare
Data Conversion

Data Conversion

The GoldFinch Conversion app is a powerful tool designed to help businesses import large volumes of data into GoldFinch objects. This app is typically used by GoldFinch Implementation Specialists during the early stages of implementation but can also be utilized after go-live to import additional records or update existing data.

Overview 1 articles

Data Conversion Overview

Import Master Data 5 articles

Import Accounts
Import Items
Import Sales Prices
Import Item Formulas
Import Purchase Prices

Import Inventory Transactions 6 articles

Import Inventory
Import Inventory Ending Balances
Import Purchase Orders
Import Sales Orders
Import Transfer Journals
Import Whse Activities

Import Accounting Transactions 6 articles

Import Beginning Accounts Payables
Import Beginning Accounts Receivable
Import Bypass AP Vendor Payments
Import General Journals
Import Outstanding Checks and Deposits in Transit
Import Purchase Invoices

GoldFinch Clientcare