Module 24 · Advanced · 7 lessons · about 62 min
Data migration and opening balances
Plan a migration, cleanse and map data, use the Import Center, post opening balances, use the Migration Tool, prove the result and plan cutover and rollback.
What you will be able to do
- Choose a migration strategy and cut-over date and name data owners
- Cleanse and map source data to Zeyto fields and rules
- Load masters and openings with the Import Center, preview and rollback
- Post and correct opening balances for accounts, bills and stock
- Describe what the Zeyto Migration Tool supports today and how its seven steps, review queue and certificate work
- Prove migration with tie-outs, a differences log and sign-off
- Plan rehearsals, a cutover schedule and rollback using Zeyto tools
Lessons
- 1. Migration strategy: what moves and when 8 min
- 2. Cleansing and mapping the data 9 min
- 3. The Import Center in practice 9 min
- 4. Opening balances: accounts, bills, stock and cheques 10 min
- 5. The Zeyto Migration Tool 9 min
- 6. Reconciliation and proof of migration 8 min
- 7. Cutover dry-runs and rollback 9 min