Data Migration

Data migration refers to the process of transferring Financial data from another accounting system to iplicit.

Note

To view the legacy version, please select Legacy User Guide.

How to view Data Migration

Viewing Data Migration

As per Generic Navigation options, either from left-hand navigation panel, select Data Migration from the Data Upload folder or enter Data Migration in the Search option.

This will then show the Data Migration on the system.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to Import Exchequer Files

Importing Exchequer Files

  • Select Data migration from one of the options as shown above in Viewing a Data Migration.

  • Select the Exchequer Import (file) option to import data from Exchequer files.

  • Selecting the filter icon will present you with the options to filter the Data migration output.

  • Selecting individual Data migration(s) will give you the option to Delete your selection.

What are the options for individual Data Migrations

Options for individual Data Migrations

  1. Select Data migration from one of the options as shown above in Viewing a Data Migration.

  2. Select and open the required Data migration.

    • To download the results to an Excel document, select the Download XLS option.

    • To upload data from an Excel document, select the Upload XLS option.


Updated August 2026