OMS ERP Data Migration Guidelines

When onboarding with OMS ERP, certain data can be moved from your legacy system to OMS.

When onboarding with OMS ERP, you may have elected to migrate and convert data from your previous system to OMS ERP. You can use OMS ERP's data migration assistant application to import your data via a CSV format.

What data can be imported to OMS?

The following data can be imported:

• Customer Information
• Customer Sales History
  • Sales History, such as the balance and price and quantity for a customer
  • Invoice Balance
• Product data
• Inventory data including quantity and average cost
• Vendor Information

Steps To Import

1. Tell your Implementation Specialist you'd like to convert and migrate data from your legacy system to OMS ERP.
2. Your Implementation Specialist will provide you the OMS Data Migration Assistant application.
3. Get the template needed to import data to OMS. 
4. Upload your data in a CSV format by clicking on the type of data you wish to import, such as Customer, Product, etc., "Select CSV File" and click "Import" after selecting your file you wish to import.
5. The data will populate onscreen for you to review for any warnings or inconsistency. Click "Save" once you confirm that the data is correct and can be imported to OMS.

Tips for a Successful Import

• Prior to importing, you should import with a smaller dataset first to ensure that the files provided are correct.
• Always perform a data backup before importing. If OMS is installed on-premise, please consult your IT team on performing a database backup. OMS Cloud clients can schedule a backup with our team before performing an import.

Special Characters

Some fields, such as Customer ID, Item Number, and Vendor ID, do not allow certain characters to be used. These will be replaced with an exclamation mark (!).