Export guides
What to export from any other ERP
Five lists, as CSV or Excel, are enough for the health check and the order plan. Here is what each one holds and how to export it from most ERPs.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · Your item or product list.
Stock on hand by branch, with the minimum and maximum if you use them.
Where · Stock on hand by branch or warehouse.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · Invoice or sales lines, one line per item sold.
Purchase order lines and receipts, with the dates.
Where · Purchase order lines, and receipts.
Suppliers, with their usual lead time.
Where · Your supplier or vendor list.
How to export
Any export to CSV or Excel works: we read the columns and ask you only about what we cannot match.
Keep one row per line and the column names your ERP gives; a report with a title line or a total at the bottom is fine.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check