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Imports & Uploads is where you bring your existing data into Arcus. You upload spreadsheets, match your columns to Arcus fields, fix any rows that do not fit, and then run the load. Nothing loads until you say so, and everything you load arrives as normal, linked Arcus records.

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Before You Start

  • You need the data.import permission. Roles without it do not see Imports & Uploads in Settings, and opening the page from a link shows a no-access panel naming the permission.
  • The Full migration tier is offered only to roles that also hold data.import.advanced.
  • Decide how much history you need before you start. The tier you choose decides what the migration brings in.

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Open Imports & Uploads

  1. In the deck, open Settings.
  2. Under System, choose Imports & Uploads.
The breadcrumb reads Settings > System > Imports & Uploads.

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Download A Template

Open Template library (“Start from a correctly-shaped file”) to download a file that already has the right columns:
  • Excel (.xlsx): one workbook with a tab per kind of record.
  • CSVs (.zip): one CSV file per kind of record.
  • Expand the library to download the template for a single kind of record.
Fill in the template in your spreadsheet program, then upload it in a migration.

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Start A Migration

  1. Click Start a migration.
  2. Work through the seven steps of the wizard:
    1. Plan: name the migration and choose a tier.
    2. Upload: add a file for each kind of record the plan asks for.
    3. Map: match your columns to Arcus fields.
    4. Validate: Arcus checks every row and flags the ones it cannot load.
    5. Review: see what will be created and what needs fixing.
    6. Run: load the records.
    7. Verify: tie the result out against your source totals.
  3. Close the wizard at any point. A migration that is not finished stays on the list as a draft you can resume.

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Choose A Tier

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Track Your Migrations

The list shows migrations you started. Filter it with All, In progress, Needs attention, and Complete; each filter shows its count. Each card shows the migration name, its status, its tier, the source system, the number of files uploaded, how many records will be created, and how many rows need fixing. In progress covers Draft, Validating, and Running. Needs attention covers Ready, Partial, and Failed.

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Delete A Migration

A migration that is not validating or running shows a delete button.
  1. Click the delete button on the card.
  2. Read “Delete this migration?”. The migration and its uploaded files are permanently removed. This cannot be undone.
  3. Click Delete migration.
Deleting a migration removes the plan and its files. Stop a running migration with Cancel first.

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Messages You May See

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What Changes Elsewhere

  • Records: running a migration creates customers, vendors, products, and the other records you uploaded, linked to each other as if they had been entered in Arcus.
  • Accounting: in the tiers that bring them, opening-balance entries and open invoices and bills land in your books, so your balances can tie to your old system on day one. Use the Verify step to tie them out.
  • Nothing before Run: uploading, mapping, and validating change no business records.

Exports and Downloads

Download your data out of Arcus.

Entity Setup Walkthrough

Set up a new entity in the right order before you migrate.

Chart of Accounts

Review the accounts your opening balances post to.

Fiscal Year

Set the fiscal year that the Bounded history tier counts from.