Articles
Items Included in Standard SedonaOffice Conversion
Items Included in Conversion: AR – Customer Master/Sub Accounts Bill Address Sites Systems Recurring Inspections Service Tickets Service Ticket Notes Equipment Invoice Headers Credits Contacts Notes Critical Messages User Define...
SedonaOffice Standard Conversion Steps
Live Conversion Process (New Customer): The data conversion process is an approximate six-week process of working directly with the customer to convert their data from their legacy system to a Sedona Office database. The details may vary based on...
SedonaOffice Standard Go Live Process
Customer Go Live Process: Once the customer has said they are satisfied with the most recent conversion pass, it is time to schedule the Go Live. This will be scheduled by the Project Manager. It is highly recommended that live conversions only ...
Sedona Office Standard Merge Process
Merge Process (Existing Customers): The data conversion process is almost the same whether you are working with a new customer or with an existing customer. However, there are some key differences that both you and the customer must be aware of t...
SedonaOffice Pre-Conversion Process
Actions Done Prior to Data Conversion: Set up of server and installation of Sedona office. This is handled by the customer’s IT if the customer is enterprise, or by our Implementation team if the customer is hosted. Customer specific General Le...
Source Systems for Data Conversions
There are a handful of source systems that commonly appear in data conversions. The differences between our systems and the legacy systems can be the cause of several errors when doing data conversions. Below is a list of source systems and a rough ...
Extract Data from MicrokeyDatabase
Script below is used to extract data from a microkey database using ConnectAnywhere:
select list(string('"', cname, '"') order by colno asc)
from sys.syscolumns where creator = 'dba' and tname = 'abDueDayMonth';
OUTPUT to 'C:\Us...
Create Stored Procedure that looks at common data errors and warnings
This stored procedure will find any common data error or warning that can pop up because of a conversion, or even just a simple data update. The script will also give counts for customers to audit. USE [Master_Data_Template] GO /****** Objec...
Clearing Sales Automation
If a customer wants to test Sales Automation during a Sedona Office conversion process, that data will need to be cleared in the corresponding Alarm Biller database between each pass and especially before go live. delete aEstimatermr delete aE...