Migrate your Exact Globe data

Accounts is a core master-data table in Exact Globe. The schema is stable across versions and maps directly to Customers/Vendors in most destination ERPs. We extract via standard export or .NET DLL calls and preserve account type, classification, and balance fields.

Exact Globe stores journal entries and their line items in separate but related tables. Entry-level metadata (date, journal, description) and line-level data (account, debit, credit, dimension) both migrate, but dimension structures vary significantly between Exact Globe and destination systems and require explicit mapping.

Sales and purchase invoices are split into header and line tables. We extract both, preserving the relationship via invoice number keys. Tax codes, payment terms, and status flags require field-level mapping to align with the destination's invoice schema.

Items (products, services, and variants) are a well-structured master-data object. We extract item code, description, unit of measure, cost price, sales price, and BOM associations. BOM links to production routing require supplemental extraction.

Sales orders and purchase orders each split into header and line rows. Order status (open, processed, invoiced) and back-order relationships must be preserved through ID key mapping. Partial shipment logic in the destination may need custom field augmentation.

Project accounting is embedded throughout Exact Globe's product line. We extract project headers, cost categories, billing methods, and budget data. Project-related time entries are a separate object and require a joined export.

Quotations are header-level documents with line items. Conversion status (expired, converted to order) is stored as a flag and must map to the destination's opportunity or sales-order conversion logic.

HR data in Exact Globe covers employee records, compensation, and org structure. Effective-dated changes are stored transactionally, which requires careful sequencing during export to preserve historical state in the destination.

Contact persons are linked to Accounts but have independent records. We extract name, role, email, phone, and address fields. Ownership and lifecycle-stage assignments map to custom properties in the destination CRM.

The Chart of Accounts and all posted journal entries are available for export. We handle account codes, descriptions, account groups, and posting history. Locked or reconciled periods require date-range scoping during extraction.

BOMs define multi-level product structures with component items, quantities, and routing steps. Exporting BOMs requires recursive traversal of sub-assemblies, which we handle in staged extraction passes to avoid memory exhaustion on deep structures.

Fixed asset records include acquisition cost, depreciation method, book value, and asset class. Depreciation schedules must be recalculated in the destination if the fiscal year calendar differs, requiring date-projection logic post-load.

Exact Globe allows custom fields (text, long, double, date, bit) on 14 standard tables including Financial entries, Accounts, Invoices, Items, Orders, Projects, HR, and Contact persons. We catalog every custom field, its type, and length constraint during discovery and map them to destination custom properties.

Exact Globe stores file attachments within the database or on local/network paths referenced by the application. Binary blob attachments require file-system access and are not reliably retrievable via the standard export APIs, making document migration a manual post-migration step.