AutoCount master data migration

AutoCount Master Data Migration — Debtor, Creditor, Item & Account Import for Malaysian SMEs

AutoCount master data migration is a data import service for Malaysian SMEs that need to populate their AutoCount account book with existing business data — debtor (customer) records, creditor (supplier) records, item/stock records, chart of accounts, and opening balances. Whether you're setting up AutoCount for the first time, migrating from another accounting system (SQL Accounting, UBS, MYOB, Excel), or opening a new company account book, we import your master data cleanly and accurately so you can start operating in AutoCount immediately without weeks of manual data entry. RM500 per company account book.

Why AutoCount Master Data Migration?

Setting up a new AutoCount account book means entering every debtor, every creditor, every stock item, every GL account, and every opening balance before you can issue your first invoice or record your first purchase. A typical Malaysian SME has 200-500 debtors, 100-300 creditors, and 500-2,000 stock items. Entering each record manually — name, code, address, contact details, payment terms, pricing, tax settings — takes 2-5 minutes per record. At 1,000 total records, that's 50-80 hours of manual data entry before the system is even usable. Master data migration reduces this to hours instead of weeks. Provide your data in Excel or export from your previous system — we clean, validate, and import everything into AutoCount in one operation.

What We Migrate

Debtor Master (Customer Records)

Import all customer records into AutoCount's Debtor Maintenance — debtor code, company name, contact person, phone numbers, email address, billing address, delivery address, credit terms, credit limit, tax registration number, and any UDF field data. Every customer from your previous system or Excel customer list is created in AutoCount with complete details. Your sales team can start issuing invoices to existing customers immediately after migration.

Creditor Master (Supplier Records)

Import all supplier records into AutoCount's Creditor Maintenance — creditor code, company name, contact person, phone numbers, email address, payment terms, bank account details, tax registration number, and UDF fields. Every supplier is ready for purchase order creation and invoice recording from day one. No "supplier not found" errors when your purchasing team starts working.

Item / Stock Master (Product Records)

Import all stock items into AutoCount's Item Maintenance — item code, description, description 2, item group, item type, category, base UOM, selling price, cost price, reorder level, barcode, tax code, and UDF fields. For businesses with product variants, batch settings, multi-UOM configurations, or complex item structures, we configure each item according to your requirements. Your inventory is fully set up — ready for sales, purchasing, and stock operations.

Chart of Accounts

Import or configure your chart of accounts in AutoCount's GL module — account codes, account names, account types (asset, liability, equity, revenue, expense), account groups, and reporting categories. If you're migrating from another system, we map your existing chart of accounts to AutoCount's structure. If you're starting fresh, we set up a chart of accounts tailored to your industry and Malaysian reporting requirements.

Opening Balances

Import opening balances to ensure your AutoCount books start with accurate financial positions — AR opening balances (what customers owe you), AP opening balances (what you owe suppliers), stock opening quantities and values, bank balances, and GL opening balances. Your Balance Sheet on day one in AutoCount matches where your previous system left off. No gap between old and new system.

Data Sources We Accept

We import master data from virtually any source format:
✅ Excel (.xlsx, .xls) — the most common migration format

✅ CSV (.csv) — exported from any system

✅ SQL Accounting — exported debtor, creditor, item, and account data

✅ UBS Accounting — exported master records

✅ MYOB — exported data files

✅ Other accounting systems — any system that can export to Excel or CSV

✅ Manual records — typed customer lists, supplier lists, or product catalogues in any spreadsheet format
If your data exists in any digital format, we can import it. If your data is only on paper, we can discuss manual data entry as an additional service.

How Master Data Migration Works

1. Provide Your Data

Export your master data from your current system — or provide your Excel/CSV files containing debtor, creditor, item, and account records. The data doesn't need to be perfectly formatted — we handle the cleaning and preparation.

2. We Clean & Validate

We review your data for completeness, consistency, and compatibility with AutoCount's field structure. Duplicate records are flagged. Missing required fields are identified. Code formats are standardised. Data types are validated (dates, numbers, text). We present any issues for your confirmation before importing — no garbage in, no garbage out.

3. We Map & Import

We map your data fields to AutoCount's corresponding fields — your column "Customer Name" maps to AutoCount's "CompanyName," your "Phone" maps to "Phone1," and so on. The mapped data is imported into your AutoCount account book using AutoCount's import tools. Every record is created with complete field data.

4. We Verify & Hand Over

After import, we verify record counts (all debtors imported, all items present), spot-check data accuracy (addresses, prices, balances), and confirm opening balances tally. We walk you through the imported data in AutoCount — debtor listing, creditor listing, item listing, chart of accounts, and opening balance trial balance. Your AutoCount system is ready for live operations.

Who Needs AutoCount Master Data Migration?

Businesses Setting Up AutoCount for the First Time

New AutoCount users who have existing customer, supplier, and product data in Excel spreadsheets, a previous accounting system, or any other format. Migration gets you operational in AutoCount within days instead of weeks of manual entry.

Businesses Migrating from SQL Accounting

Malaysian SMEs switching from SQL Accounting to AutoCount. Export your SQL Accounting master data — we clean, map, and import it into AutoCount with correct field alignment. Your customers, suppliers, items, and accounts are transferred accurately.

Businesses Migrating from UBS

Companies upgrading from UBS Accounting to AutoCount. UBS data exports are mapped to AutoCount's structure — debtor codes, creditor codes, item codes, and chart of accounts are migrated preserving your existing coding conventions where possible.

Businesses Migrating from Excel-Based Bookkeeping

Businesses that have been managing their books in Excel and are moving to AutoCount for proper accounting. Your Excel customer list, supplier list, and product catalogue become AutoCount master records — structured, searchable, and ready for invoicing and reporting.

Businesses Opening a New Company Account Book

Existing AutoCount users setting up a new company entity that shares the same debtors, creditors, or items as an existing account book. We import the relevant master data into the new account book so the new entity is operational immediately.

Accounting Firms Onboarding New Clients

Firms that set up AutoCount for new clients regularly. Each client's master data needs to be imported into their new account book — debtors, creditors, items, chart of accounts, and opening balances. Migration as a service streamlines client onboarding.

Pricing

RM300 per company account book. This covers the import of debtor master, creditor master, item master, chart of accounts, and opening balances for one AutoCount company account book. Multiple company entities are charged per account book — 3 companies = RM900.

What's Included

✅ Debtor Master Import (Customer Records)

✅ Creditor Master Import (Supplier Records)

✅ Item / Stock Master Import (Product Records)

✅ Chart of Accounts Import / Configuration

✅ Opening Balances Import (AR, AP, Stock, Bank, GL)

✅ Data Cleaning & Validation

✅ Field Mapping (Source Data → AutoCount Fields)

✅ Duplicate Detection & Flagging

✅ Post-Import Verification & Spot-Check

✅ Accepts Excel, CSV, SQL Accounting, UBS, MYOB, and Other Formats

✅ RM300 Per Company Account Book

✅ Compatible with AutoCount Accounting 2.2