Migrating your data from an existing IMS/ERP system to Qoblex is a critical step towards optimizing your business operations. This guide provides a comprehensive overview of the migration process, ensuring a smooth transition to our platform while also highlighting the right steps to take.
Overview
Migrating your data from another system can be complex, but this article will help you with all the steps necessary. There are several steps that you can follow to ensure a smooth transition.
- Importing products
- Creating bundles/bills of materials (if used)
- Importing orders
- Perform a stocktake (opening balance)
- Integrate with accounting software (if used)
Importing products
One of the first steps to start using Qoblex is to import your products. Depending on the processes and tools you use, you can follow one of the methods described below.
Importing products with Shopify or WooCommerce
When you use an e-commerce platform like Shopify or WooCommerce, it’s easy to import your products. Once you integrate your Shopify/WooCoomerce store, Qoblex will automatically download all your products. Here are our guides on how to integrate your e-commerce platform:
If your products did not sync automatically from your e-commerce stores, you can manually run an import to pull them into Qoblex on demand. To do this, visit your Products module and proceed with the following steps:
- Click the three-dot icon (…) at the top right corner of the page.
- Select Import Products.
- Choose the e-commerce platform you’d like to pull the products from.
- Click the Next button after choosing a platform.
- Choose the store you’d like to import from
- Then click the Import Products button.
NOTE: Since this is a background process, importing products from a different platform may take some time to complete, and will usually depend on the amount of data the system pulls.
If there are products that are not available in your e-commerce platform, those products can be imported with our CSV import. The next section will provide guidance on this.
Importing products via CSV
If you don’t use e-commerce platforms or use any alternative to the ones listed above, you can use our CSV import.
To use our CSV importer, we strongly recommend going through the article that covers the details first.
Creating bundles/bills of materials (if used)
If you sell bundles or if you use Bills of Materials (BOMs) for manufacturing, you will need to set them up within the system. Here are the articles that explain how to handle both bundles and BOMs:
Importing orders
Once you have completed the previous steps, you can start importing your sales and purchase orders. Sales orders can be either imported via platforms like Shopify/WooCommerce or via CSV. Purchase orders can be imported only via CSV. Here are articles covering both sales and purchases:
Running a stocktake (opening balance)
Once you have completed all the products and the other steps, you can upload your current stock levels to Qoblex. If you use platforms like Shopify or WooCommerce, we will automatically import your current stock and all products. If you have inventory that is not exposed to your e-commerce platform and you would like to have that in Qoblex, the stocktake functionality will allow you to update the stock levels of your products. Here is the article that explains how to run a stocktake:
Integrate with accounting software (if used)
Once you have your opening balance in Qoblex, it’s time to integrate your accounting package into the system. This allows you to automate invoice creation, control your SOH and COGS data, and more.
We strongly recommend going through our guides before integrating your accounting package:
