coreSTORE - FFL (Video): Convert from Fastbound
In this tutorial, we demonstrate how to convert your bound book from FastBound to coreSTORE's bound book module. Learn how to obtain the necessary API key and account number from FastBound, configure the import settings, and transfer your records efficiently. This video ensures a seamless transition, maintaining your inventory and historical data within coreSTORE. Watch this video to simplify the conversion process and ensure accurate record-keeping in coreSTORE.
Updates to keyboard shortcuts … On Thursday, August 1, 2024, Drive keyboard shortcuts will be updated to give you first-letters navigation.Learn more
Converting your bound book from FastBound to coreSTORE's bound book module is a straightforward process that ensures the seamless transfer of your records. This guide will walk you through the steps to obtain the necessary API key and account number from FastBound, configure the import settings, and complete the conversion.
Access FastBound:
- Log into your FastBound account.
Find the Account Number:
- Your account number is located in the web address (URL) of your FastBound account. It is the numeric part of the web address.
Get the API Key:
- Go to the settings in the top right corner of the FastBound screen.
- Locate the API key. If you already have an API key, you can show and copy it. If not, generate a new key.
Access coreSTORE Bound Book Module:
- Go to the bound book section in coreSTORE.
- Create a new bound book or select an existing one.
Initiate Import from FastBound:
- Click on the three-dot menu and select "Import from FastBound."
Enter Required Information:
- Paste the copied API key into the designated field in coreSTORE.
- Enter your numeric account number from FastBound.
Configure Import Settings:
- Select the bound book where you want the records to be imported.
- Choose the status of the records to import:
- All records
- Only in-stock records
- Pending records
- Disposed records
- Deleted records
- Decide whether to update inventory quantities during the import.
Start the Import Process:
- Click the "Import" button. The import process might take some time depending on the size of your bound book.
Verify Imported Records:
- Once the import is complete, navigate back to the bound book section.
- Verify that all records have been imported correctly. Check for any missing or mismatched fields.
Update Inventory (Optional):
- If you chose to update inventory during the import, ensure that the inventory quantities are accurately reflected in coreSTORE.
- Prepare in Advance: Ensure you have all necessary information (API key and account number) ready before starting the import.
- Check Data Accuracy: After the import, review the records for accuracy and completeness.
- Perform in Off-Hours: To avoid disruption, consider performing the import during off-hours when system usage is low.
Converting your bound book from FastBound to coreSTORE is a simple process that enhances your record-keeping capabilities within coreSTORE. By following the steps outlined above, you can efficiently transfer your records, ensuring accurate inventory management and historical data preservation. For further assistance, refer to the coreSTORE knowledge base or contact support.
This feature streamlines the transition process, allowing you to maintain comprehensive and accurate bound book records in coreSTORE.
Updates to keyboard shortcuts … On Thursday, August 1, 2024, Drive keyboard shortcuts will be updated to give you first-letters navigation.Learn more
Converting Your Bound Book from FastBound to coreSTORE
Introduction
Converting your bound book from FastBound to coreSTORE's bound book module is a straightforward process that ensures the seamless transfer of your records. This guide will walk you through the steps to obtain the necessary API key and account number from FastBound, configure the import settings, and complete the conversion.
Obtaining Necessary Information from FastBound
Step-by-Step Guide
Access FastBound:
- Log into your FastBound account.
Find the Account Number:
- Your account number is located in the web address (URL) of your FastBound account. It is the numeric part of the web address.
Get the API Key:
- Go to the settings in the top right corner of the FastBound screen.
- Locate the API key. If you already have an API key, you can show and copy it. If not, generate a new key.
Importing Records to coreSTORE
Access coreSTORE Bound Book Module:
- Go to the bound book section in coreSTORE.
- Create a new bound book or select an existing one.
Initiate Import from FastBound:
- Click on the three-dot menu and select "Import from FastBound."
Enter Required Information:
- Paste the copied API key into the designated field in coreSTORE.
- Enter your numeric account number from FastBound.
Configure Import Settings:
- Select the bound book where you want the records to be imported.
- Choose the status of the records to import:
- All records
- Only in-stock records
- Pending records
- Disposed records
- Deleted records
- Decide whether to update inventory quantities during the import.
Start the Import Process:
- Click the "Import" button. The import process might take some time depending on the size of your bound book.
Post-Import Actions
Verify Imported Records:
- Once the import is complete, navigate back to the bound book section.
- Verify that all records have been imported correctly. Check for any missing or mismatched fields.
Update Inventory (Optional):
- If you chose to update inventory during the import, ensure that the inventory quantities are accurately reflected in coreSTORE.
Tips for a Smooth Conversion
- Prepare in Advance: Ensure you have all necessary information (API key and account number) ready before starting the import.
- Check Data Accuracy: After the import, review the records for accuracy and completeness.
- Perform in Off-Hours: To avoid disruption, consider performing the import during off-hours when system usage is low.
Conclusion
Converting your bound book from FastBound to coreSTORE is a simple process that enhances your record-keeping capabilities within coreSTORE. By following the steps outlined above, you can efficiently transfer your records, ensuring accurate inventory management and historical data preservation. For further assistance, refer to the coreSTORE knowledge base or contact support.
This feature streamlines the transition process, allowing you to maintain comprehensive and accurate bound book records in coreSTORE.
Updated on: 06/26/2024
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