Migration to the POSable POS Point of Sale System
At POSable, we have streamlined the process of transitioning from your existing POS system to our platform, ensuring a seamless and efficient migration experience.
Data Preparation and Import
To facilitate this process, you can download pre-built CSV templates for both categories and products. These templates are designed to simplify data organization; simply adjust your existing data to align with the specified column headers before importing.
Step-by-Step Migration Process
- Categories First
Begin by importing your category data. Verify that all categories intended for import have been correctly inserted into the system. - Products Next
Proceed to import your product data. If your previous system assigned specific numerical IDs to categories, ensure that your product data maintains these IDs. This step guarantees accurate association between products and their respective categories.
Sales Data Import
Depending on the complexity of your sales history and the data available from your prior POS system, we offer an additional CSV template for importing sales records. The process involves matching unallocated fields during import, which may require some manual configuration. The system will handle the import in batches, accommodating large datasets efficiently.
Final Notes
Our goal is to make your transition as straightforward as possible. Should you encounter any difficulties or require further assistance, our support team is available to guide you through each step of the migration process.
Assistance with Migration to POSable POS
POSable is readily available to support your migration process. Please contact us to arrange an inspection of your data and to discuss a tailored migration plan suited to your specific requirements.
In cases where the data migration involves extensive effort beyond the scope of standard support included in your subscription plan, additional charges may be applicable. However, our primary objective is to facilitate a smooth transition, and we endeavor to provide assistance free of charge whenever feasible.