Exporting Accounts Data from TAS Basic

This document will help you extract the data from TAS Basic. To learn how to import the data see the Importing Accounts & Balances document.

Brightpearl can import 3 CSV files from your TAS system, so you can start trading in Brightpearl with minimum hassle

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
• You don't have to switch accounts systems at the end of a year, or even a VAT quarter
• The Debtors and Creditors import will create contacts with detail address information, but only the customer or supplier total balance. If you need to transfer individual customer or supplier invoices across to Brightpearl, then ask your accountant for advice.
• The import matches Customers and Suppliers on the TAS account CODE - eg ABC001
• Save files as CSV from your TAS system.

First up, prepare 3 files:

Trial Balance Go to Accountants » Trial Balance Choose the current financial year, all periods Choose the options as shown on the left Click OK, and save it as "Trial Balance" somewhere you can find it later   Customers Go to File » Export » Customers Check all six export options Click Export and save the file as "Customers" in the same place that you saved the Trial Balance   Suppliers Go to File » Export » Suppliers Check all six export options Click Export and save the file as "Suppliers" in the same place that you saved the Trial Balance

Now that  you've got all the information you need from TAS, you can just drop the 3 files into Brightpearl.

Importing the Data to Brightpearl

Learn about importing