Guides & migration playbooks

How to connect AegisSwift to the systems you already run, how to get your items, customers, vendors, and stock out of the system you're leaving — and, before either of those, what the terms actually mean.

Working it out

Before the migration question comes the question of whether you need one. These are for earlier than a shortlist — what the terms actually mean and where the line falls.

Concept

Inventory tracking vs management

Tracking says what you have; management says what to do about it. The four decisions that make up the second one, where a spreadsheet genuinely stops, and a five-question test for which you are running.

QuickBooks

Leaving another system

Most of these are written for the person who has to actually pull the data out: what to export, which screen to export it from, what the columns map to in AegisSwift, and the traps that cost people a re-import. The first one is for earlier than that — when you are still deciding whether to move at all. The last one has no source system to export from: it is for when the thing you are leaving is a spreadsheet.

Migrating from something not listed here? Email hello@aegisswift.com and tell us which system — we write these in response to what people are actually leaving, and yours may already be drafted.

Try it with your own data

14-day free trial, no credit card. Import your items and see them in AegisSwift the same day.

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