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Migration

Switching systems doesn't mean starting over.

We bring over your products, your customers with their balances, your suppliers and your history. You see a dry-run review first: nothing moves until you approve it, and re-running it never duplicates anything.

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Microsoft RMSRetail HeroSAP Business OneEpicorAny system with an export
Dry-run review · Microsoft RMSReady
Products12,480 ✓
Customers with balances1,312 ✓
Suppliers214 ✓
Sales history3 years ✓
Duplicates found0
Nothing has moved yet: waiting for your approval
How it works

Four steps, and you approve before anything moves.

Export

You pull the data from your current system, or give us your Excel.

Dry-run review

See what comes in, what gets updated and what has errors. Nothing moves.

Approve

When you're satisfied, you approve it and the data goes over to WMSPos.

Go live

Start selling with your products, customers and balances already in.

From where, and what

What you have today arrives complete.

From Microsoft RMS, Retail Hero, SAP Business One, Epicor or any system that can export its data. Everything lands in its place in WMSPos, and customers arrive with their balance.

  • Products, customers with their balance and suppliers
  • Sales history
  • From RMS, Retail Hero, SAP Business One, Epicor or any export
Microsoft RMS → WMSPosWhat goes where
Item→Products12,480
Customer→Customers with balances1,312
Supplier→Suppliers214
Transaction→Sales history3 years ✓
Dry-run review

First you see it. Then you approve it.

The dry-run review shows what will come in, what will be updated and what has problems, without touching your data. Run it again and it updates what's already there, never duplicating.

  • A dry-run review before anything moves
  • Nothing goes over until you approve it
  • Re-running updates and never duplicates
Dry-run review · second runNo data moved
New4
Updated37
Duplicates0
Unchanged13,965
Nothing has moved yet. Data goes over when you approve.
See detailsApprove migration
Your own Excel

Got it in Excel? That works too.

Upload your products, customers or suppliers sheet. Before importing, every error is flagged on its row with the reason, so you can fix it and upload again.

  • Products, customers or suppliers from your sheet
  • Every error flagged on its row, with the reason
  • Fix it and upload again
products.xlsx2 errors
CodeDescriptionPriceStatus
12CEM-94Gray cement 94 lb13.95✓
13VAR-04#4 rebar · 20 ft9.80✓
14ARE-01Washed sandemptyMissing price
15CEM-94Gray cement 94 lb13.95Duplicate code (row 12)
16BLQ-088" block1.35✓
Assisted onboarding

You don't do it alone.

We're with you from the export to the day you go live: we review the run with you, clear up anything that doesn't match and stay close on day one.

  • We review the run with you
  • We clear up anything that doesn't match before you approve
  • Close by on the day you go live
Your go-liveWith our team
✓We receive your exportFrom your current system or your Excel
✓We review the run with youWhat comes in, what gets updated and the errors
✓You approve and the data goes overRe-running never duplicates
4You go liveWith us close by that day
Migration questions

What people ask before switching

Which systems do you migrate from?

Microsoft RMS, Retail Hero, SAP Business One, Epicor and any system that can export its data. Also from your own Excel. Coming from Microsoft RMS? See what changes.

What if the review finds errors?

Nothing happens: the dry-run review doesn't move data. You fix what's needed and run it again.

If I run it twice, do customers get duplicated?

No. Re-running updates what's already there and never duplicates.

Do customers arrive with their balance?

Yes, with their outstanding balance, along with products, suppliers and history.

Keep exploring

What you'll find when you arrive

Want to see how your data would arrive?

We'll show you the system and walk you through how the migration would work from what you use today.

Book a demo
Live demo30 to 45 minutes on your operation.
Dry-run review firstNothing moves until you approve it.