Migrate your WINLine data

WinLine stores the COA with G/L account codes, cost center assignments, and tax codes. The Classic version uses flat-file account masters that require parsing before any relational mapping. We extract the full COA and reconcile account codes against the destination ERP's chart.

Customer records in WinLine include billing addresses, payment terms, credit limits, and currency. We extract all active customer records and map them to the destination by company name as the primary key, flagging any duplicates for review.

Vendor master data covers contact details, tax registration, payment terms, and bank account info. We extract vendor records and map them to the destination by vendor name, preserving any custom classification codes.

Outstanding invoices, credit memos, and payment records are tracked per customer and vendor. We extract open items with invoice numbers, amounts, due dates, and aging buckets, and push them as open transactions to the destination.

WinLine Items include SKU, description, unit of measure, cost price, and sell price. The inventory valuation method (FIFO/average) must be confirmed with the customer before mapping to ensure consistent cost calculations at the destination.

WinLine tracks asset registers with acquisition date, cost, accumulated depreciation, and useful life. We extract the full asset register and push it to the destination as asset records, recalculating depreciation from the last posting date.

Quotes, sales orders, and invoices are stored in WinLine's order entry module. We extract open orders and historical invoices, mapping line items to the destination's item catalog. Closed orders may be migrated as read-only history depending on the destination.

Stock levels by warehouse location are tracked in WinLine's inventory module. We extract current quantities and map them to the destination's warehouse structure, flagging any negative stock or discrepancies before cutover.

Bill of Materials and production orders are part of WinLine's manufacturing module. We extract BOM structures and work orders, mapping them to the destination's manufacturing setup. Recipes with version history require careful sequencing.

WinLine maintains a document archive tied to transactions and master records. We extract linked documents and re-attach them to the corresponding records at the destination. Binary attachments are exported as files and re-linked via filename matching.