What Will Transfer to CenterPoint, and How Does That Work? (For those NEW to Red Wing Software)

By Stephanie Elsen

If you are currently using an accounting software program and are thinking about moving to Red Wing Software’s CenterPoint Accounting Software, an important consideration is which of your current data can be brought into CenterPoint Accounting Software, and what is the process for transferring that data. This post explains how that works.

What will Transfer

Providing you can pull out the data from your current system in a compatible format, you should be able to bring all master record information into CenterPoint. When importing your master file information, the only required field is the ABBREVIATION. This will be the unique identifier for that customer or vendor, etc. All other fields of information are optional.

Customer informationVendor information
Abbreviation Abbreviation
First Name First Name
Middle Initial Middle Initial
Business Name/Last Name Business Name/Last Name
Address Line 1 Address Line 1
Address Line 2 Address Line 2
Address Line 3 Address Line 3
City City
State State
Zip Code Zip Code
Phone Phone
Cell Phone Cell Phone
E-mail E-mail
Terms Terms
Default A/R Account Default A/P Account
Customer Since Is a Business
Is a Business Fax
Sales Tax Contact Federal Tax ID
Shipping Method State Tax ID
Fax Memo

These are the parameters for what can be brought into CenterPoint for Accounts Receivable and Accounts Payable. You can also import your master data into the General Ledger, Payroll, Budgets, Inventory Items and more. As for what can be brought in, again all master record file information can be imported into CenterPoint.

How the DataTransfer Process Works

Any importing of data, no matter where it comes from, is done with the help of the Red Wing Software support team. You extract the information you wish to transfer from your system and provide it in Excel (.CSV or .XLS) file format. The Red Wing Software support team takes that information and maps it into the CenterPoint System for you. We can start up a new database for you, but we recommend that you have CenterPoint installed and set up before we transfer your data into the system for you. We find most customers prefer to start the system setup themselves with such basic information as sales taxes, shipping methods, terms and accounts that most businesses would use.

When the data import is complete, Red Wing Software staff will assign your information to the specified destination within CenterPoint, and provide you a completed import file, which you then use to restore your CenterPoint system. Your system will then be populated with your data. Please call Red Software for more details.

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