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Excel Templates, Training, and Systems

Data Conversion Planning

Excel template for data conversion planning for data migration for ERP, MRP, inventory, or accounting software

Your Systems2win templates come with a Data Conversion Planning Excel Template so that your Project Team can plan and control your data conversions — which are often:

Data Conversion Planning template

This template works with ANY enterprise software, and works for:


'Standard Data Conversion' usually includes...

  1. Import any master files with enough transactions to justify writing and testing a data import program rather than typing the data manually,
  2. Import open and beginning balances
  3. Import historical period-end balances for GL Accounts

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Why re-invent?

Why re-invent?