Data Management

We have gathered a set of resources focusing on commonly addressed topics during the import and management of your system’s data. This guide provides insights into the processes of importing, migrating, and managing your information.

Imports are an efficient way to bring mass amounts of Data into Striven at once. You are able to import information for Customers and Vendors, Contacts, Employees, and more. When importing your data, it is important to know what columns will be necessary on your file for a successful import.

• Click here to learn about Import Management
• Click here to learn about Importing Price Lists

If you are moving your Financial Records into Striven, it is important to ensure that all necessary information is imported correctly. Our Accounting Migration guide walks through the process of setting accurate balances for your GL accounts, migrating Open Invoices and Bills, and more.

• Click here to learn how to perform a successful Accounting Migration.

When configuring your Inventory within Striven, there are some basics that are crucial to getting started. These basics include learning about Item Types and how they effect your Items, creating new Items, and creating GL accounts to associate with your Item’s future transactions. Our Item Management covers all of these topics and more such as Item Categories.

• Click here to learn about effectively Managing your Items.

When migrating Inventory Data, it is important that your Inventory Adjustments are performed correctly to ensure that your future Cost Of Goods Sold amount is calculated correctly for your items.

• Click here to learn how to Migrate Inventory Data using Inventory Adjustments.