Imports Overview

The getting started page found from Tools Menu is used to populate an initial fresh system.

The Imports and Exports found from Tools menu is used for daily management of your data.

Versa provides a full set of imports to populate your initial system. Before you starting using the system, the system is locked so that new transactions are not allowed. This is what we called Transaction Mode.

Before starting to import your data, please review the Prepare for Imports topic detailing the required format for import files. And also review the Import Tips and Tricks.

These imports are grouped into four groups (Financials, Customers and Suppliers, Distribution and System). A full listing of each import group is provided below. Each Import has a link for the file format and if applicable a specific tips and tricks for that import.

Financial Imports:

• Chart of Accounts; Chart of Accounts File Format; Tips and Tricks
• Trial Balance; Trial Balance File Format; Tips and Tricks

Customers and Suppliers:

• Payment Terms; Payment Terms File Format; Tips and Tricks
• Adjustment Types; Adjustment Types File Format; Tips and Tricks
• Taxes
• Customers; Customers File Format; Tips and Tricks
• Suppliers; Suppliers File Format; Tips and Tricks
• Accounts Payable; Accounts Payable File Format; Tips and Tricks
• Accounts Receivable; Accounts Receivable File Format; Tips and Tricks
• Open Sales Orders; Open Sales Orders File Format; Tips and Tricks

Distribution

• Facilities; Facilities File Format; Tips and Tricks
• Product Categories
• Measurement Units; Measurement Units File Format; Tips and Tricks
• Products, Parts and Services; Products, Parts and Services File Format; Tips and Tricks
• Bills-of-Material
• Kits
• Substitutes
• Product Identifications
• Conversion Factors; Conversion Factors File Format; Tips and Tricks
• Products And Services Pricing; Products and Services Pricing File Format; Tips and Tricks
• Inventory Quantities and Values; Inventory Quantities and Values File Format; Tips and Tricks

System

• Dimensions and Options
• Document Numbers