Systems the import reads
PlexDELMIAworks (IQMS)Epicor KineticInfor SyteLineInfor VISUALGlobal ShopJobBOSS²E2Made2ManageSAP Business OneBusiness Central (NAV)NetSuiteAcumaticaSYSPROQuickBooksOdooAny CSV or Excel file
Column names come from each system's usual exports and screens. Companies customize their systems and reports, so anything the import doesn't recognize is matched by hand once and remembered for the next file.
How an import works
- Drop the file. Excel, CSV, or a system's "Export to Excel" file. A workbook with several sheets becomes one batch, imported in the right order.
- Match columns. Each column is matched to a field by its heading: your earlier matches first, then the system's own column names.
- Preview. The whole import runs and is rolled back, so you see exactly what will happen: new records, each change, rows skipped, and errors with the reason.
- Match values. Units, part types and statuses the import doesn't know are listed once, with their row counts. Your answers are remembered.
- Import. It runs for real, in one transaction. Blank cells never overwrite what's there.
- Undo if needed. An admin can undo an import until its records are in use.
What comes over
48 record types, in six steps, so each step can refer to the one before. For example:
| Step | Records |
|---|---|
| 1 | Customers, suppliers, inventory locations, employees, gauges, audit checklists, risks, quality objectives |
| 2 | Parts (with revisions) and tools |
| 3 | Ship-tos, quotes, parts made by each tool, bills of material, routings, supplier prices, control plans, PM plans, skills, documents, PPAPs, PFMEAs |
| 4 | Open sales orders and purchase orders, jobs, NCRs, work orders, training records, calibrations, audits, complaints |
| 5 | Releases, inventory on hand, work order tasks, corrective actions |
| 6 | Corrective action steps |
Inventory comes over one container per row, with its lot, location, hold status and the old system's label serial, so labels already on the floor still scan.
The switch plan
The ERP's switch plan lays out the move: what to bring over and in what order, how to get each list out of the old system, a cutover checklist, and totals to compare with the old system before you go live (record counts, inventory quantity and value, open order lines and releases, open purchase orders).
We move your data for you
Setup is a fixed price with a go-live date, in writing before you sign, and we move your data for you. If something in your old system doesn't fit how CycleWright works, we change the software, not your process; tailoring the ERP to your business is never billed. How pricing works.
Your data stays yours
Every record type exports to Excel or CSV with the same columns the import reads, and company admins can export everything at once. The REST API covers everything else.