Migrating data

One of the most central things when migrating to Flow Retail is to get all relevant product data into the platform.

We strongly recommend to NOT import old, non relevant product data. The general recommendation is to import product data that has been active over the last 18 or 24 months.

By active we mean having had transactions on it, or even just are in stock.

Various ways to get the data into the system

To get started with selling, you need to get all required data into the system.

In most scenarios there are three (3) alternatives to get started:

1. I have an ERP or OMS system: If you already have an ERP system or PIM system with much of the data

2. I have an old POS system: If you do not have an ERP system, but you have an existing POS system you are replacing with Flow Retail

3. I have nothing: You basically have nothing, and need to get started from scratch

Integrate with an ERP or OMS system

If your organization has an ERP or OMS system today and which you will continue to use, you will most likely want for that to be integrated directly with Flow Retail.

We have several ERP and OMS integrations and partners supplying such integrations, and very concrete recommendations on integrating these system with Flow Retail, and so if that hasn't been settled yet then simply contact us to get that ball rolling.

With an ERP or OMS integration, the workload required in Flow Retail is very limited, as most of the product maintenance and post-order management is being handled through the ERP system.

Import from previous POS system

If you’re replacing an existing POS system with Flow Retail, you’ll likely want to migrate as much of your current data as possible. Flow Retail supports structured data import to ensure a smooth and efficient transition.

In most cases, you would want to migrate the following data as a minimum:

• Products

• Prices

• Stock

• Suppliers

• Brands

• Customers

We do not recommend migrating previous sales, both to get a 'clean cut' and also as order data are often very unstructured and difficult and complex to migrate in a good way.

We support importing all these data from XLSX spreadsheets, and will assist in getting the data migrated as best as possible.

Learn more about data import here