Extracting ERP data

Before extracting ERP data, make sure you’ve installed Adapt Uploader.

Types of ERP migration data

For every enterprise resource planning (ERP) migration, you need to use Adapt Uploader to extract two types of data: master and transactional.

Master data – things like stock items, etc. that don't change often.

List of master data

Here's what's considered master data:

Branches
Warehouses
Credit terms
Attributes
Account classes
Chart of accounts
Subaccounts
Cash accounts
Customer classes
Supplier classes
Customers
Suppliers
Suppliers payments (Australia and New Zealand)
Item classes
Stock items
Stock item barcodes
Supplier stock items
Non-stock items
Non-stock item barcodes
Supplier non-stock items
Kits specifications.

Transactional data – things like the trial balance, etc. that do change often.

List of transactional data

Here's what's considered transactional data:

Trial balance
Journal transactions
Stock opening balance
Sales orders
Purchase orders
Customer open invoices
Supplier open bills.

After extracting data, you can use Adapt Desktop to edit the data and upload it to your customer's MYOB Advanced site.

Order of data extraction

Because your customer doesn't stop running their business while you're working on their migration, their transactional data will frequently change. That's why we recommend extracting data in this order:

Start a new migration by extracting master data.
When the migrated site is ready to go live, extract transactional data.

Although you can extract both data types as many times as you need, if you need to re-extract both master and transactional data, always start with master data.

Extracting data

Extract static data

Open MYOB Adapt Uploader.
In the Email Address and Password fields, enter your MYOB Adapt online portal login details.
Click Login.
In the Migration Item field, select the migration you want to upload.
In the Extra Data Type dropdown, select Master Data.
Click Extract and Upload.
The extract and import process is finished when you see All data uploaded in the Progress section.

Extract dynamic data

Open MYOB Adapt Uploader.
In the Email Address and Password fields, enter your MYOB Adapt online portal login details.
Click Login.
In the Migration Item field, select the migration you want to extract data for.
In the Extra Data Type dropdown, select Transactional Data.
Click Extract and Upload.
The extract and import process is finished when you see All data uploaded in the Progress section.

What's next?

After extracting data, you can edit the data and upload it to your customer's MYOB Advanced site.