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<p>Bill,</p>
<p>My advice is to start using the new system as of a certain date,
like the start of a fiscal period. Overlap both systems for a
month or so in that you will put payments against items billed in
the old system to close off the old invoices. You will do all new
business in the new system. Continue for a time until the
remaining open invoicing in the old system is manageable, then
create balance forward invoices for those items in the new system
and drop the old system from then on.</p>
<p>It may be possible to load basic data if the new system allows
it, but in all my moves from one system to another, loading the
data fresh in the new system always seemed to get a better set of
data.</p>
<p>The new system may ask for information not available before so
even if you load it someone has to update each and every record to
supply the missing data or modify where necessary. I think adding
is always cleaner than updating.</p>
<p>This is not an overnight process and in all cases may take months
before you can use the new system exclusively.</p>
<p>I have seen many customer move from my Medical Office System to
other kinds of billing and that is always my advice. To write
custom routines to try to load data effectively may just not be
cost effective. If you are leaving filePro, it is not hard to
write export routines to dump filePro files to csv or txt files.
What is not clear when you do this is the relationships between
files, but it might be a good starting place if you want some
files loaded for reference.</p>
<p>IMHO - "Modern" is a lousy way to say WINDOWS, likely instead of
Unix or just for the GUI stuff. I still do not see out of the box
software in the WINDOWS world that can and does work better than
filepro especially if your company needs custom work often. But I
may be a bit prejudiced. <br>
</p>
<p>Nancy<br>
</p>
<p><br>
</p>
<br>
<div class="moz-cite-prefix">On 2/22/2018 4:52 PM, William J.
McEachran via Filepro-list wrote:<br>
</div>
<blockquote type="cite"
cite="mid:CAHYvgQvLmiUccx+e850ULc4Y+CNuudVbz_K-gLuVVyvaSpD40g@mail.gmail.com">
<pre wrap="">I recently got asked to give some advice on 'how to' go about migrating
from and old legacy system to a new custom software solution.
I have my thoughts ... but I know many of you have done this or in the
process of doing it and thought I'd pass on the question to the group
What advice would you offer a small business that want to migrate off
their 'obsolete' old system to the new 'modern' system of their dreams.?
Thanks
--
Bill McEachran
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<pre class="moz-signature" cols="72">--
Nancy Palmquist MOS & filePro Training Available
Virtual Software Systems Web Based Training and Consulting
PHONE: (412) 835-9417 Web site: <a class="moz-txt-link-freetext" href="http://www.vss3.com">http://www.vss3.com</a>
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