What records and transactions can I import into Total Office Manager?

Data & Integrations

Available Records and Transaction Types to Import into Total Office Manager (TOM)

Here is a complete list of the various records and transaction that you can import into Total Office Manager (aka: TOM) from Aptora. They may be other record types add since this help topic was last updated. Please feel free to contact us.

Records and Transactions

All of these data types, records, and transactions can be imported into Total Office Manager. These are in alphabetical order. Other file import help topics include details in field names, field lengths, data types, and more.

Please Note: There is an order to how certain data must be imported. Some records depend on the existence of other records. For example, you must import your Chart of Accounts (COA) before you can import inventory item or bills.

Adjusting Journal Entries (also includes Beginning Balances)

Appointment Types Bills (vendor A/P) Budgets Chart of Accounts (parent)

Chart of Accounts (children) Contact Logs (aka: Customer Log) Credit Card Charges and Credits Credits (vendor) Customer Contacts (our Contacts tab)

Customer Document Links (not the documents or files) Customer Types Customer:Jobs (same as “Jobs” listed below) Customers (aka: Customer List)

Customer Log (aka: Contact Log)

Customers: Updating Customers Departments (parent or top level) Departments (children) Employee Types Employees Equipment (customer) Equipment Manufacturers Equipment Types Fixed Assets (aka: Company assets) Flat Rate Plus Desktop Data Groups Item Industry Codes (NAISC and SIC) Inventory Adjustment – Non-Serialized Items Item Alias (aka: Vendor part numbers)

Item Bins (aka: Item locations) Item Categories

Item Categories (children)

Item Groups (aka: Kits) Item Receipts Items (aka: Invoice Items)

Inventory Qty (to adjust item on-hand counts) Job Types

Jobs (we call these Customer:Jobs) Marketing Types (parent or top level) Marketing Types (children)

Payroll Service: ADP (Automatic Data Processing)

Payroll Service: Other (not listed)

Payroll Service: Paychex

Payroll Service: Paycor

Payroll Service: Paylocity (Webpay)

Payroll Service: Sure Payroll

Sales Tax Items

Serialized Inventory Service Agreements Ship Via Tax Codes Timesheets

Unit of Measure

Vendor Log (aka: Contact Log) Vendor Types Vendors Warehouses Work Order Types Work Orders

Work/Ship Methods Zip Codes

Help Topics Related to Importing

Importing Data into Total Office Manager