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Importing Data From Other Accounting Programs
You can export data from other Microsoft accounting
programs. You then can import master records from those programs or from Real
World Classic, Real World Expertise, Great Plains Accounting, Peachtree or
QuickBooks into the Small Business Manager database. Master records include
customer, vendor, item, and employee records, as well as payment terms,
shipping methods, and sales tax information.
To export data from Peachtree
or QuickBooks, see the documentation for those programs for more information.
The following topics are discussed:
• Exporting data from Classic 8.6
• Exporting data from Expertise
• Exporting data from
• Importing from other accounting programs
Exporting data from Classic 8.6
Use the program file named Classic.exe that’s included on
the Small Business Manager installation CD to export data from Classic 8.6. You
then can import the exported data into Small Business Manager using the Import
wizard. You may qualify to acquire the
software to upgrade to Classic 8.6 as a part of the Small Business Manager
purchase.
To export data from Classic
8.6:
1. Back up your Classic 8.6 data. Refer to your Classic 8.6
documentation for more information.
2. Start the program file named Classic.exe that’s located
on the Small Business Manager installation CD.
(CD:\\Migrations\Classic\Classic.exe)
3. Extract the contents of the file to the top-level folder
of your Classic 8.6 installation. This is the same folder where extended file
utilities for Classic 8.6 are located.
4. In the top-level folder of your Classic 8.6
installation, start the MIGSBM.bat program to begin
the process of exporting data to a master file. When prompted, enter the
two-digit company ID for the company you’re exporting data from. The program
will export the company data to a file. This might take several minutes. The name of a log file that will be created
by the program will be displayed. The log file will include information about
the status of the export.
5. When the data export is complete, the file containing
the exported data will appear in the top-level folder of your Classic 8.6
installation. The file will have a .tdf file name
extension.
Exporting data from Expertise
Use the dynamic link library (.dll)
file named dmexpdy2.dll that’s included on the Small Business Manager
installation CD to export data from Expertise. You then can import the exported
data into Small Business Manager using the Import wizard.
To export data from Expertise:
1. Back up your Expertise data. Refer to your Expertise
documentation for more information.
2. Copy the dynamic link library file (.dll)
file named dmexpdy2.dll that’s located on the Small Business Manager
installation CD.
(CD:\\Migrations\Expertise\dmexpdy2.dll)
3. Paste dmexpdy2.dll into the DM folder of your Expertise
installation. (RVA32WIN\DM\dmexpdy2.dll)
4. Start Expertise.
5. In Expertise, start the Export to Dynamics Utility. (Utilities >> Export to Dynamics
Utility)
6. Select the Select All Masters option to export from all
modules or select individual modules in the scrolling window.
7. Click Export to begin exporting data for each company to
files for each company. This might take several minutes.
8. When the data export is complete, the \RVA32WIN\Data
folder will contain new files containing exported data for each company. Each
file will appear in a separate folder for each company. The files will have a .tdf file name extension and the name of each company will
appear in the name of each file.
Exporting data from
Use a program file named GPA.exe that’s included on the
Small Business Manager installation CD to export data from Great Plains Accounting.
You can import the exported data into Small Business Manager using the Import
wizard.
To export data from
1. Back up your Great Plains Accounting data. Refer to your
Great Plains Accounting documentation for more information.
2. Start the program file named GPA.exe that’s located on
the Small Business Manager installation CD.
(CD:\\Migrations\GPA\GPA.exe)
3. Extract the contents of the GPA.exe file to the top
level of your Great Plains Accounting installation folder.
4. Start
5. Select the Run Special Program option.
6. At the prompt type MIGUTE.exe.
7. Select a destination for the log file that will be
created by the program. The log file
will include information about the status of the export.
8. When the data export is complete, the file containing
the exported data appears in the top-level folder of your Great Plains
Accounting installation. The file will have a .tdf
file name extension.
Importing from other accounting
programs
Use the Import wizard (File >> Import Data) to import
master records from another Microsoft accounting program or from Peachtree or
QuickBooks into the Small Business Manager database. Master records include
customer, vendor, item, and employee records, as well as payment terms,
shipping methods, and sales tax information. The wizard verifies the data you
select to import to be sure the data is in a format that can be imported
successfully. If you’re importing data
from Peachtree or QuickBooks, refer to the documentation for those programs for
data export procedures. The file format you create using those programs should
match the format of the import templates that were copied to your Small
Business Manager installation folder during installation. You must be logged on to Small Business
Manager as the system administrator using the user ID “sa”
to complete data import procedures.
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