Re: Export - Import upgrade 1.3.43 1.4.1

Sorry about the delay on this.

On Thu, Sep 25, 2014 at 10:58 AM, Louis <..hidden..> wrote:

Ok, I'll gird my loins and give it a go.

As for writing it yourself, I don't think it would be too difficult. There are some important questions to ask before going into it though:
1. Do you have inventory? If so, how do you want to value the inventory for import purposes? For example you could export/import each item at current value. You could import current onhand at current average cost, etc.

We have inventory in the form of used and rare books. Each book is unique and cost will be the original purchase price, which can be $0.

Ok so what I would look at doing is this:

1. COA tables can be dumped and loaded as is:

account_header, account, account_link, account_link_description

Note they need to be in that order.

2. Entities tables (customers/vendors) can be dumped and reloaded as is:

entity, company, person, entity_credit_account, location, eca_to_contact, eca_to_location, users

3. Parts can be dumped and imported as is

4. Where it gets complex is in the ar/ap/gl tables. My recommendation would be to create a $0 value AP invoice (in the db) and then import those records attached to AP in 1.3 where they link to an old AP entry and qty + allocated <> 0

5. Enter a GL transaction with initial balances.

You may want to take a look at how our upgrade scripts work for inspiration and portions of the sql queries you can use. What we do is move the old data to another schema (rename schema public) and then populate a new db schema. This is similar to what you are doing so you may be best off taking our upgrade scripts as a template and modifying them to suit your needs.

Best Wishes,

Chris Travers

2. Besides inventory, customers, vendors, parts, and balances, what else do you need to import?

Import:

2014 transactions

vendors with transactions since 2010-01-01
customers with transactions since 2010-01-01

Re-enter, re-create:

COA to get rid of accounts unused in the last few years.

Sales taxes (Colorado is always messy)

I think that would do it.

I would be happy to provide a basic overview of how I would go about such a process on the -devel list. Chances are the tools used are likely to be SQL, the PostgreSQL COPY statement, a spreadsheet of your choice, and pg_dump. I think for the most part, it is likely to be relatively easy.

I suspect, as is often the case, the hard part will be making up my mind.

Louis
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Best Wishes,

Chris Travers

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