Benefits of Using the Migrator Plugin
Accelerates bulk data migration and setup
Streamlines global code updates across records
Reduces manual data entry and human errors
Simplifies complex Bill of Materials (BOM) setup
Protects master data with role-based access control
How AutoCount Migrator Plugin Works
A. Access Rights
Administrators assign Migrator Plugin rights before users can open or apply a batch-change or import
function.
1. Open Access Rights and expand PlugIns > Migrator Plugin.
2. Assign the applicable Show, Open, and Apply rights for each Batch Change Code function the
user needs.
3. Assign the applicable Show, Open, and Import rights for each Import Tools function the user
needs.
4. Save the changes. A user without the assigned right cannot use the related protected action.
B. Batch Change Code
Batch Change Code functions replace a selected code throughout the supported records. Each function
follows the same controlled change process.
1. Open Migrator Plugin > Batch Change Code and select the required change screen: Account
Code, Area Code, Branch Code, Currency Code, Item Code, Member Code, Payment Method,
Purchase Agent, Sales Agent, or User ID.
2. Select the existing code or record to change, then select or enter the replacement value shown by
the screen.
3. Review the selected records and the replacement value before applying the change.
4. Click Apply. The function updates the records only when the user has the matching Apply right.
C. Import General Maintenance Data
The plugin provides clipboard import screens for General Maintenance records. Each import screen
includes Paste from clipboard, an overwrite or update option, status information, and Import.
1. Open Migrator Plugin > Import Tools and select the required screen: Import Area Type, Import
Creditor Type, Import Debtor Type, Import Price Package, Import Purchase Agent, Import Sales
Agent, Import Sub Project, Import Top Level Project, or Import User.
2. Copy the prepared rows from the source spreadsheet to the clipboard.
3. Click Paste from clipboard and review the imported rows and their Status values.
4. Select Overwrite/Update Existing Data only when existing matching records should be updated.
5. Click Import and review Successed and Status results for each row.
D. Import Stock Maintenance Data
Stock Maintenance import screens use the same clipboard workflow for stock-related master data.
1. Open Migrator Plugin > Import Tools and select the required screen: Import Item Brand, Import
Item Category, Import Item Class, Import Item Group, Import Item Type, or Import Location.
2. Copy the prepared spreadsheet rows to the clipboard and click Paste from clipboard.
3. Review the imported rows, including the displayed Status for each row.
4. Select Overwrite/Update Existing Data only when a matching existing record should be updated.
5. Click Import and confirm the resulting Successed and Status values.
E. Import Item BOM
Import Item BOM imports item bill-of-material information from the selected source spreadsheet.
1. Open Migrator Plugin > Import Tools > Import Item BOM.
2. In the source spreadsheet, prepare the required columns and copy the column headers together
with the BOM rows.
3. Click Paste from clipboard and review the imported rows and their Status.
4. Enable Overwrite/Update Existing Data only when an existing BOM should be replaced with the
imported BOM details.
5. Click Import. Correct any rows marked Error and import again when required.
Frequently Asked Questions
What does the AutoCount Migrator Plugin do?
It helps users perform batch code replacements and import general maintenance, stock data, and BOMs directly into AutoCount using spreadsheets.
Why should I use the Migrator Plugin?
It accelerates master data setup, reduces manual entry errors, and enables seamless global code changes across linked accounting records.
How do I batch change an existing code?
Open Migrator Plugin > Batch Change Code, select the target field (such as Account Code or Item Code), choose the old record, enter the replacement value, and click Apply.
How do I import data using Excel?
Copy your prepared rows and headers from Excel, navigate to the specific screen under Migrator Plugin > Import Tools, click Paste from clipboard, and then click Import.
Can I overwrite or update existing master records during import?
Yes, enable the Overwrite/Update Existing Data checkbox before clicking Import if you want matching records to be updated.
How do administrators control who can change or import data?
Administrators can assign granular permissions under General Maintenance > Access Right Maintenance > Plugins > Migrator Plugin for individual batch-change and import functions.
Start Your Data Migration Today!
This plugin enables us to batch change system codes, import bulk maintenance data from Excel, and streamline Bill of Materials setup. We can efficiently update master records across transactions, eliminate manual entry errors, and accelerate system migration through powerful clipboard tools.