Guides & migration playbooks

How to connect AegisSwift to the systems you already run — and how to get your items, customers, vendors, and stock out of the system you're leaving.

QuickBooks

• Integration
  QuickBooks Desktop
  Connecting AegisSwift to QuickBooks Desktop through the Web Connector — setup, what syncs in each direction, and the company-file settings that matter.
• Outgrowing it
  Outgrowing QuickBooks inventory
  Where QuickBooks inventory runs out, why you connect rather than export, and the costing difference to raise with your accountant before go-live, not after.

Leaving another system

Every one of these is written for the person who has to actually pull the data out. What to export, which screen to export it from, what the columns map to in AegisSwift, and the traps that cost people a re-import.

• Migration
  NetSuite
  Full CSV Export vs saved searches vs SuiteAnalytics Connect — and why Excel silently destroys your UPCs if you open the file wrong.
• Migration
  SAP Business One
  Query Generator, grid exports, and direct SQL against OITM, OITW, OCRD and ITM1 — including where prices actually live.
• Migration
  Dynamics 365 Business Central
  Configuration Packages to Excel — the closest thing to import-ready of any system here. Plus the vendor-code join everyone forgets.
• Migration
  Fishbowl Inventory
  Exporting Parts, Products, Customers, Vendors, and on-hand quantities from the Import/Export module — including the Part-vs-Product split that catches everyone.
• Migration
  Sage 100
  Visual Integrator export jobs and the SOTAMAS90 ODBC fallback — and why every string column needs trimming before your SKUs will match.
• Migration
  Autodesk Fusion Operations
  Inventory list, report suite, and a real REST API — plus the configurable-product grain decision that is not fixable by re-import.
• Migration
  Jonas Club Software
  The hardest one here. Master-Gen, ODBC, and formal extract requests — and why the request has to go in on day one, not when you're ready to import.
• Migration
  Golf Genius
  No item master to migrate — what it gives you is the people. Season roster extracts, and why it's usually the second system rather than the first.