Migrating from TAS Basic

If you're migrating from TAS Basic to Brightpearl you'll need to extract all your data and import it into Brightpearl. This will allow you to stop using TAS and carry on using Brightpearl where you left off with TAS.

When to switch from TAS Basic to Brightpearl

You don't have to switch accounting systems at the end of a financial year, or even a VAT quarter.

Once you have imported your accounting into Brightpearl you should immediately start using Brightpearl and stop using TAS. 

What you will need to export

  • Customers
  • Suppliers
  • Trial balance

Each of these will be separately imported to Brightpearl.

What can't be imported

  • Historical transactions other than outstanding invoices.

Important things to remember

  • We don't import historical transactions (other than outstanding invoices)
  • Once you have started running transactions in Brightpearl, STOP entering into TAS
  • The import matches Customers and Suppliers on the TAS account CODE - e.g. ABC001
  • Save files as CSV from your TAS system.

Exporting data from TAS Basic

How to export the trial balance from TAS Basic

  1. Go to Accountants > Trial Balance .
  2. Choose the current financial year and all periods.
  3. Choose the options as shown in the screen shot below.
  4. Click OK , and save it as "Trial Balance" somewhere you can find it later.

tb

How to export customers from TAS Basic

  1. Go to  File > Export > Customers .
  2. Check all six export options.
  3. Click  Export  and save the file as "Customers" in the same place that you saved the trial balance for convenience.

How to export suppliers from TAS Basic

  1. Go to  File > Export > Suppliers .
  2. Check all six export options.
  3. Click  Export  and save the file as "Suppliers" in the same place that you saved the trial balance and customers.

Import TAS suppliers

 
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.