Goal

This article explains what data is migrated when moving from Version 1 to Version 2 of the system. It also shows how to review the results and handle items that are not migrated.

Procedure

Step 1 — Review what is migrated

The lists below show the migration status for each data type:

• CRM
  • companies — completely migrated
  • contacts — completely migrated
  • addresses — completely migrated
  • activities — completely migrated
  • projects — completely migrated
• Production
  • products — completely migrated
  • quotations — completely migrated
  • orders — completely migrated
  • planning cards — completely migrated
  • time reports — not migrated (different architecture)
  • transports — not migrated (different architecture)
• Purchase
  • articles — completely migrated
  • Purchase documents — not migrated (different architecture)
• Finance
  • customer invoices — completely migrated
  • invoice rows — completely migrated
  • payments — completely migrated
• Communication
  • messages — completely migrated
• Settings
  • accounts — completely migrated
  • users — completely migrated
  • account plans — completely migrated
  • work objects — mostly migrated
  • stock — completely migrated
  • price lists — mostly migrated
  • product templates — completely migrated
  • operation templates — completely migrated
  • tags — completely migrated

Items marked “not migrated” are not transferred because Version 2 uses a different architecture. Plan how you will recreate or replace these records in Version 2.

Step 2 — Prepare before you migrate

Before moving to Version 2, prepare information for items that are not migrated:

• List the time reports you still need, including date ranges and references.
• List the transports you still need, including carrier, dates, and related orders.
• List open purchase documents you still need in the Purchase module (numbers, suppliers, articles, quantities).

Export or screenshot lists from Version 1 so you can easily re-create what you need in Version 2.

Step 3 — Validate migrated data in Version 2

After the migration completes, verify key lists and a few sample records:

• Open each list (for example: companies, contacts, orders, customer invoices).
• Search for a few well-known records and open them to check fields, references, and attachments.
• Compare counts with your Version 1 reports where possible.

Step 4 — Recreate items that are not migrated

Use your standard process in Version 2 to add the items below:

• time reports — add records for the periods you still need to track.
• transports — create new transport records and link them to the correct orders.
• Purchase documents — create new purchase records in the Purchase module as needed.

Do not delete your Version 1 data until you confirm that all required information exists in Version 2.

Step 5 — Check items that are “mostly migrated”

Some items are migrated but may need review or minor adjustments:

• work objects — verify fields, options, and links used in your workflows.
• price lists — verify currencies, rounding, and article mappings.

Compare a small sample from Version 1 and Version 2 side by side to confirm field values and calculations are the same.

Step 6 — Need more help?

If you need assistance, visit our help center: http://support.omikai.com.