EA-Import: Elmo32 to Elmo Anywhere Conversion Notes

Elmo32 to EA Conversion Notes

Please review these notes for consideration before data has been imported from Elmo32 to Elmo Anywhere

Bill To

  1. Bill To Customers that have a different tax rate than what the default shop tax rate is will need to be setup manually
  2. Tax Rates are NOT assigned for Bill To’s and will default to the default Shop Tax Rate

Staff

  1. PRIOR TO IMPORT
    1. You can place the letter “N” in the User1 field of any staff member to designate that this staff member no longer works for your company
    2. If the letter "N" is found in the User1 field, the record will NOT be imported
  2. Staff members will need to be assigned to correct shop if more than 1 location is imported
  3. Some Information may come across incorrect if your data has multiple locations in it because records are matched by multiple ways.  Information from the last record/location will be what is imported

Sold To

  1. Some Information may come across incorrect if your data has multiple locations in it because records are matched by multiple ways.  Information from the last record/location will be what is imported

Shop Records

  1. Defaults will need to be set for each Shop Record
    1. Default Customer
    2. Default Tax Group
    3. Print Settings Tab
    4. Messages Tab
    5. Federal Tax ID

Orders

  1. All orders imported will point at the first created EA user for any users that have been deleted for the following
    1. Installer
    2. Installer2
    3. TakenbyID
    4. ChangedBY
    5. SalesRepID
  2. The following order types will be imported from Elmo32 to Elmo Anywhere (All order types are imported based on an import date you provide for each order type)
    1. Quotes, Work Orders, Invoices
    2. NOT IMPORTED – Callbacks, Copies, Voids

Repeating Messages

  1. If you previously had repeating messages setup in Elmo32, you will need to re-enter them in EA by going to the Gear Icon -> Configuration -> Repeating Messages

Required Fields

  1. If you used Required Fields in Elmo32, you will need to re-enter them in EA by clicking the
    1. Gear Icon -> Configuration -> Validation

Service Fees

  1. If you were previously using service fees in Elmo32 that were added to each for example: shop supplies fee, that will need to be recreated in EA by clicking the Lists Icon -> Pricing -> Services