Why Use AutoCount Migrator Plugin?
Migrating and maintaining large amounts of accounting master data can be time-consuming, especially when businesses need to import records or update existing codes individually.
The AutoCount Migrator Plugin helps businesses streamline these processes with bulk data management functions.
Save Time on Data Migration
Import multiple supported master records from Excel instead of entering every record manually.
Simplify Bulk Code Updates
Update existing accounting and maintenance codes across supported records without changing them one by one.
Reduce Manual Data Entry Errors
Review import statuses and identify problematic records before completing data imports.
Improve Data Management Control
Manage bulk imports and code changes through dedicated user permissions and controlled update options.
Key Features of AutoCount Migrator Plugin
Batch Code Replacement
Change existing account, item, area, branch, agent, and other supported codes in bulk while updating the relevant linked AutoCount records.
Excel-Based Master Data Import
Import supported general and stock maintenance records by copying prepared spreadsheet data into AutoCount.
Bill of Materials (BOM) Import
Import and update item BOM information from structured Excel data to simplify assembly and manufacturing master data setup.
Data Validation & Access Control
Review individual import statuses, control updates to existing records, and restrict sensitive functions through user permissions.
Who Should Use AutoCount Migrator Plugin?
Businesses Migrating to AutoCount
Ideal for companies preparing supported master data from spreadsheets when moving to AutoCount Accounting.
Companies Restructuring Their Codes
Suitable for businesses changing existing account, item, branch, or agent codes after operational or organizational changes.
Manufacturing & Assembly Businesses
Useful for companies maintaining large numbers of stock-related master records and Bills of Materials.
AutoCount Implementers & Administrators
Helps implementation teams and system administrators prepare new account books and maintain existing master data more efficiently.
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 Master Data Preparation
Import supported accounting and stock maintenance records from Excel to reduce time spent on individual record creation.
More Consistent Master Codes
Apply supported batch code replacements to relevant linked records for more consistent accounting and operational data.
Easier Data Updates & Maintenance
Review import statuses and update matching records through controlled bulk maintenance functions.
Better Administrative Control
Restrict sensitive import and batch-change operations using dedicated AutoCount user permissions.
Conclusion
The AutoCount Migrator Plugin provides businesses with a practical solution for importing master data, maintaining stock classifications, managing Bills of Materials, and restructuring existing codes within AutoCount Accounting.
By combining Excel-based imports, batch code replacement, import validation, controlled data updates, and user access permissions, businesses can reduce manual work and improve master data maintenance.
For companies looking for data migration software, the AutoCount Migrator Plugin helps simplify supported data migration and system preparation without requiring individual updates for every record.
Frequently Asked Questions
How does the AutoCount Migrator Plugin help businesses?
The plugin reduces repetitive manual data entry, simplifies supported master code changes, and helps businesses prepare or update accounting master records more efficiently.
Can the plugin import data from Excel?
Yes. The plugin supports importing selected master data by copying the required spreadsheet information and pasting it into the corresponding import screen.
Does the plugin upload Excel file directly?
The documented import process uses Paste from Clipboard. Users prepare data in Excel and copy the relevant rows into the plugin rather than relying on a general-purpose file upload function.
What types of general maintenance data can be imported?
Supported categories include Area Type, Creditor Type, Debtor Type, Price Package, Purchase Agent, Sales Agent, Sub Project, Top Level Project, and User records.
Can the plugin import stock maintenance information?
Yes. The plugin supports importing stock maintenance classifications such as Item Brand, Category, Class, Group, Type, and Stock Location.
Does the plugin support Bill of Materials (BOM) importing?
Yes. The Import Item BOM function allows businesses to prepare and import supported BOM information from Excel.
Simplify Your AutoCount Data Migration Today!
Still spending too much time importing master records or changing accounting codes one by one?
With the AutoCount Migrator Plugin, your business can import supported master data from Excel, update existing codes in bulk, maintain stock classifications, and simplify BOM preparation.
Whether you’re setting up AutoCount for the first time or restructuring an existing account book, the plugin helps reduce repetitive data maintenance work.
Looking for data migration software that works with AutoCount Accounting?
Contact SL Software Solutions Sdn. Bhd. to discover how the AutoCount Migrator Plugin can support your accounting data preparation and master data maintenance requirements.