Converting a database to a manager program

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I have a database of a program other than the manager. I want to convert the database to work on the manager program

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Please post only in English on forum

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Other database cannot be opened on manager.
You need to manually enter the data into the system.

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You must write your post in English to get more help from members, If you can’t post in English, you should use online free translation tools for more help.

You should read Use Batch Create and Batch Update functions
After setting up your necessary fields in Manager.

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its alot

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When changing from one accounting program to another you need to decided how much historical data is valuable to you, or more particularly how much of the data justifies the cost if importing it.

Most people find at least some of the data is not worth importing. That is what starting balance is used for in Manager.

For the data you still want to import, using “Batch create” is usually the most efficient. To do so,

  1. read the guides

  2. Create a test business in Manager

  3. Configure Manager as you want it for your final system.

  4. Enter data by hand, bank import, and any other method you are planning for your final system. Ensure this includes a range of data formats such as multiple line invoices, payment, receipts etc if your data to be imported uses it. Multiple line records use a line feed character to separate entries for each line, in a spreadsheet shown as multiple lines in each cell.

  5. Use “Batch update” to see the exact format required for each tab in Manager. Most tabs in Manager correspond to an underlying database table.

  6. Links to other tables are implemented by a GUID or UUID a hexadecimal string. The GUID of each record in Manager is shown in grey in the top right corner of each screen.

  7. Start with a tab containing no dependencies. Format your data using external tools (spreadsheet or database program) to the format required by Manager. Use “Batch create” to import that data. Then use “Batch update” to read back the imported data with assigned GUID. Add the GUID to your external database records.

  8. Repeat step 6. for other tables without dependencies.

  9. For tables with dependencies, repeat step 6. but use an external database lookup (such as VLOOKUP) to substitute the GUID used by your Manager database.