Getting your existing information into Pearl

Existing business data can be imported into Pearl from your current systems.

Cost-effective self-service import 

We provide import tools for you to import the following data yourself:

Products
Customers & Suppliers

We cannot import:

Historical order and accounting information

You will need to export CSV or Excel files from your existing software, and re-arrange these to match the Pearl import structure.

For more information, read the help topics on Products and Contacts. 

Making it simple for you

If you can provide us with a set of spreadsheets containing your current structure and data, we can automate much of the process. Please talk to your transition project manager for more information.

 





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