Why Use AutoCount Migrator Plugin?
Changing codes one record at a time, or keying in hundreds of maintenance records by hand, is slow and easy to get wrong. The Migrator Plugin helps businesses:
Change codes in bulk
Import master data from Excel
Reduce manual data entry errors
Control who can change or import data
This is particularly important for businesses that are migrating data into AutoCount or restructuring existing codes.
Key Features of AutoCount Migrator Plugin
Batch Change Code
Replaces an existing code with a new one across the supported records. Covers account number, area, branch, currency, item code, item UOM, member number, payment method, purchase agent, sales agent and user ID.
Clipboard Import for General Maintenance
Imports area, creditor type, debtor type, price category, purchase agent, sales agent, sub project, top level project and user records by copying rows from Excel.
Clipboard Import for Stock Maintenance and Item BOM
Enables businesses to track improvement across multiple treatment sessions.
Status Check and Access Control
Shows a status for every row before and after import, and protects each function with its own Show, Open, and Apply or Import access right.
Who Should Use AutoCount Migrator Plugin?
Businesses Migrating to AutoCount
Helps companies switching from another accounting system bring their master data into AutoCount without re-keying every record.
Businesses Restructuring Their Codes
Allows companies to rename or renumber account, item, agent and other codes after a reorganisation, while keeping the linked records consistent.
Manufacturing and Assembly Businesses
Useful for businesses that maintain many bills of material and want to load or update them from a spreadsheet.
Implementers and System Administrators
Helps consultants and admins set up new account books faster and keep code changes under controlled access.
How AutoCount Migrator Plugin Works
A. Set 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.
Benefits of AutoCount Migrator Plugin
Faster Data Migration
Master records that would take hours to key in can be copied from Excel and imported in a few clicks.
Consistent Codes Across Records
A code is changed once and replaced throughout the supported records, instead of being edited record by record.
Fewer Data Entry Errors
Every row shows a status before and after import, so problems are spotted and corrected before they reach your account book.
Controlled and Accountable Changes
Separate access rights for each function keep batch changes and imports in the hands of authorised users.
Conclusion
The AutoCount Migrator Plugin takes the manual work out of data migration and code restructuring. With batch code changes, clipboard imports for maintenance data and item BOM, row-by-row status checks and function-level access rights, it helps businesses set up and maintain their AutoCount data quickly and accurately.
Frequently Asked Questions
Who is the ideal user for AutoCount Migrator Plugin?
This plugin is ideal for businesses migrating to AutoCount, companies restructuring their codes, manufacturers maintaining many BOMs, and implementers or administrators who set up and maintain AutoCount account books.
Will importing overwrite my existing records?
Only if you choose to. Existing matching records are updated when Overwrite/Update Existing Data is ticked, so leave it unticked unless you want them updated.
Do I need to copy the column headers from Excel?
For Import Item BOM, yes. Copy the column headers together with the BOM rows. For other import screens, follow the column layout shown on the screen.
Why can't a user open or apply a Migrator Plugin function?
The user has not been given the right for that function. Assign the relevant Show, Open, and Apply or Import rights in General Maintenance > Access Right Maintenance.
Does AutoCount Migrator Plugin work with the latest AutoCount Accounting version?
This guide covers Migrator Plugin version 2.2.25.34 running on AutoCount Accounting 2.2. For specific version compatibility, it is recommended to consult with your AutoCount solution provider.
Interested in Getting AutoCount for your Business?
Contact our sales team today to explore pricing options and get started with the perfect solution for you.