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Option 1 - static data conversion
The table below outlines the steps needed to convert static
data (Customers, Suppliers and Stock records) from your current
accounting system so that it is suitable for use in the IRIS
Accounts Office system. | Task | Detail | Responsibility |
|---|
| Preparation | Your current installation should be checked for data integrity,
un-required data should be purged. All required data must be output
and formatted as required for conversion | Customer | | IRIS Accounts Office Installation and Company
Configuration | You must install the software and add all required companies.
The company specific configuration must then be carried out | Customer | | Collect source data and blank IRIS Accounts Office
installation | Via a remote connection (subject to network availability)
transfer the required system data to our offices | IRIS Accounts Office support | | Data re-mapping | Re-map data to IRIS Accounts Office formats | IRIS Accounts Office support | | Sign off re-mapped Data | You will be supplied with the re-mapped data files to
check prior to the import being completed; your signed acceptance
of the files is required | Customer | | Import Static Data | Import the Customer, Supplier and Stock database records | IRIS Accounts Office support | | Supply populated IRIS Accounts Office installation | Via a remote connection (subject to network availability)
transfer the converted system to your offices | IRIS Accounts Office support | | Verify Converted Data | Ensure all customer, supplier and stock information is as
expected | Customer |
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