Preparing For Conversion
Preparing for your conversion is a very important
step. If it is skipped, you may spend incredible
amounts of time getting to your desired results.
Proper attention to this preparation pays off
amazingly. It is important to know, if you ever need
to automate the conversion of data.
If your data set is small, less than 50 clients
and 600 debtors, then entering the data manually may
be more cost-effective than importing. It is time-consuming
to learn the importing process. Instead, you may want to
use the time for learning how to use Collect!. Reading this
document should help you decide whether or not the
conversion process is right for you.
Preparing for a conversion is a three part process:
- Learn where to put the data in Collect!
- Get the data from your old system ready for Collect!
- Import the data into Collect!
The preparation process will make more sense as you
proceed. This can be a big job. You have just purchased
a new business application that takes getting used to.
You have to learn what the fields and forms in Collect!
are used for. Start simply, using only what you need
for now. You may discover that it is not as complex as
you thought it would be.
1. Learn where to put the data in Collect!
This most important step will help you and your
technicians when the time comes to take the information
from the other system and import this data into Collect!
Get your previously used system up and running. Then
start Collect! and sign in. Enter information for a client
and a few accounts into Collect! This will help you
determine what data you need from the old system
and where this data is placed in Collect!
Select good samples from your old system to start
entering in Collect! - just a few. Don't enter 300 clients,
only to find out that you may have to delete them,
or re-enter them differently! Start with a small, well-chosen
cross section of your current client types. Enter a few
accounts for each client. This helps you determine
what to do with data from the old system and will, at
the same time, teach you more about Collect!
You may discover that Collect! does not have certain
fields that you used in the old system. This may be
because Collect! does not need these values. Perhaps
they are calculated internally. For example, Collect!
calculates the debtor's Owing from transactions and
settings entered on the Debtor form. You cannot
enter an Owing amount. Therefore, it would be pointless
to try to import this value.
2. Get the data from your old system ready for Collect!
Now that you have entered data manually from the
old system into Collect! you should have a better
understanding of Collect!'s interface and a clearer
idea of the types of data that you need to enter
manually and what data can be imported from your
existing system.
Data from the old system must be pulled into files
that Collect! can import from. This may be as simple as
creating a CSV file or writing reports to export your old
data set to a fixed length ASCII text file.
This process is completely in your control. It requires
someone who knows how to produce the data files
so that Collect! can import them. Perhaps you have
a company guru for your old system. If not, you may
need to ask the software vendor for assistance. Or,
you may have to delve into their documentation to
find out how to get the data out of the system into
appropriate files.
Consider this step completed when you have a set
of ASCII text files in comma separated value or fixed
length format with only the data that you need to import
into Collect!. When you can guarantee that all your
required data is in these files, you are ready to proceed.
If the files contain extra information, this will not be a
problem. Collect!'s import routine can skip over any data
that is not needed.
3. Import the data into Collect!
You know where you want to place your data in Collect!
and you are confident that you have the data in
an appropriate file or files. To complete the conversion
process, the last step uses Collect!'s Import/Export
module to bring the data into Collect!
If you have jumped to this step before
completing Steps 1 and 2, please go back, or you will
waste many hours, generally getting frustrated and
making your conversion overwhelming.
This step requires that someone has learned how to
use the Import module in Collect! This can sometimes
become a large task all on its own. You may request
that Comtech create the import routine for you, now
that you know where to place your data and have
the data files ready. If you wish to continue doing this
conversion process yourself, review the Help
documentation on importing to create the import
routine. Use the import map that you, or Comtech,
created to bring your database information from
your old system into Collect!
Collect!'s import function is fast and powerful. You can
import 1500 clients in less than a minute, import 10,000
debtor accounts within 5 minutes.
After your data is imported successfully into Collect!
you are ready to test your conversion and prepare the
data so that your operators can use it.
See Also
- Successful Data Conversion
- Testing Your Conversion
- Going Through With The Final Cutover
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