Migration
From a spreadsheet
Spreadsheets often hold the product list and customers. Clean them before import.
Planned: listed in the catalog, not built
What to plan for
- Duplicate codes
- Decimal commas
- Merged cells
What the catalog lists
Planned items that match this topic (keyword match; read each as a pointer):
- Offline RUC/DNI lookup cache CRM-0005
- Customer import/export CSV CRM-0016
- Product import (CSV/XLSX) INV-0016
- Product export INV-0017
- Import error report INV-0018
- Import rollback INV-0019
- Import purchases (customs) INV-0098
- Export all data (open format) DATA-0023
- Export CSV per entity DATA-0024
- Export XLSX DATA-0025
- Export PDF reports/documents DATA-0026
- Import CSV/XLSX with mapping DATA-0027
Honesty note
Everything listed is a plan or a design principle. No app is released and nothing is audited or certified.