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Migration plan

Migrate to AWRA OpsHub from entry-level accounting tools.

You keep your books. We move the operational layer — stock, buying, branches, and POS — into AWRA and sync clean context back to your accounting tool, so finance gains evidence instead of a second ledger to maintain.

ENTRY-LEVEL ACCOUNTING TOOLS AWRA OPSHUB

The plan

A phased move, not a leap.

The same five-phase framework works whatever you are coming from. We start with the highest-risk workflow, prove it in parallel, then expand — so operations never stop while you switch.

01

Audit what you have

Inventory the records, integrations, and workflows in use, and pinpoint the one carrying the most operational risk.

02

Prepare the data

Clean and standardize items, vendors, customers, and locations so they import without carrying drift into AWRA.

03

Configure AWRA

Set up roles, locations, approval paths, and the workflows that mirror how your team actually operates.

04

Pilot in parallel

Move one live workflow and run it alongside the old tool to validate accuracy, approvals, and reporting.

05

Cut over & retire

Make AWRA the source of truth, then phase out the old tool once parity and trust are proven.

What moves

Where your entry-level accounting tools data lands in AWRA.

A practical map of what comes across and what it becomes once it is part of one connected operating system.

From Entry-level accounting tools
In AWRA OpsHub
Chart of accounts & ledger
Stays in your accounting tool; AWRA syncs operational context
Inventory items & values
Full item records with movements and locations
Bills & purchase records
Governed procurement with approvals and POs
Customer & sales records
Sales and POS tied to live inventory
Manual stock-vs-books reconciliations
Operational records as the evidence behind entries

Avoid these

Common pitfalls — and how we de-risk them.

The migrations that go smoothly all avoid the same handful of traps when leaving entry-level accounting tools.

Unclear system of record

Decide which side owns stock and which owns the ledger before you connect them.

Double entry

Map the accounting sync early so the same transaction is not keyed in two places.

Skipping operations scope

List the off-system buying and branch workflows so nothing falls through the gap.

How long it takes

A realistic timeline.

Most teams stand up the operations layer in 2–5 weeks, with the accounting sync mapped on day one.

At a glance

Approach
Phased, workflow by workflow
First milestone
Highest-risk workflow live
Operations during switch
Run in parallel — no downtime

Help Center

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