Data Import from Sage 300

Data import refers to the process of transferring information from external sources into a system or software application for various purposes such as analysis, storage, or manipulation. This involves extracting, transforming, and loading data from different formats or repositories into a central location to facilitate data-driven processes like analytics and integration. ServiceBox provides robust solutions for importing data from Sage 300, ensuring a seamless transition and integration of business data.

Importing Data from Sage 300 to ServiceBox

ServiceBox offers the capability to import client data from Sage 300 through Excel or CSV files. The following datasets can be imported:

  • Customer Data
  • Jobsites linked to Customers
  • Historical Work Orders with associated Customer and Jobsite data
  • Inventory Items
  • Non-Inventory Items
  • Unit Import

ServiceBox also provides a service that allows customers to work with the team to import their data through Excel or CSV files. The team evaluates the data and provides a quote for this service. Once approved, the data import is performed.

What's Needed for the Data Import Process?

To proceed with the data import process, files in Excel or CSV format are needed to evaluate the data and understand its complexity. ServiceBox automatically eliminates duplicates, ensuring data integrity. Additionally, all files undergo thorough processing, including data deduplication, data analysis, data corrections, and data cleansing before integration into ServiceBox. The required files from Sage 300 include:

  • AR_CustomerFile: Contains information such as Customer Name, Display Name, Address, Phone, Email, etc.
  • A/R Ship-To Locations: Provides data related to customer ship-to locations, including Customer Name, linked jobsites, and associated details. It is important that the jobsite and the customer can be connected.

Customizing Columns in ServiceBox

If there are columns in the Sage 300 data that are not available in ServiceBox, custom columns can be created to accommodate specific needs. For instance, if a "Previous Work Order #" column is required, a custom column labeled "Historical WO#" can be created and the relevant data imported accordingly.

Important Note: It is essential to specify all desired custom columns before initiating the data import process to ensure seamless integration and accurate representation of data within ServiceBox.

How Does the Data Import Process Work?

  1. Provide All Files: Submit all relevant files to the ServiceBox representative. These files can vary depending on business requirements, previous software, and data management practices. It is recommended to submit files in Excel or CSV format.
  2. Data Analysis: Database experts analyze the data and its complexity. This step involves evaluating the data for any inconsistencies, duplicates, or issues that need resolution before the import.
  3. Quote Preparation: Based on the analysis, the team calculates the time and effort required for the data import process and creates a detailed quote. This quote is sent for review and approval.
  4. Approval and Import: Once the quote is approved, the data import process commences. Any queries about the quote or the process are addressed to ensure complete transparency.
  5. Data Cleansing and Integration: The provided files undergo thorough processing, including data deduplication, analysis, corrections, and cleansing before integration into ServiceBox.