TRANXACT.AI Help

A staged migration file, and what comes next

After a file is uploaded (staged), it is checked, then loaded. There is no Confirm step — Check it and Load it are the two.

  1. Upload the extract in Platform › Legacy Migration › Migration Cockpit (it is staged: kept exactly as it arrived).
  2. Check the rows: every row is judged against the field map, and the refused ones say why.
  3. Rehearse the load if you want to see the result without keeping it, then Load them.

The same two steps are on each row of Migration Batches — Check it and Load it — and Open in the cockpit takes you to that object’s step. Migration Objects has Open in the cockpit on every row as well.

If ASK proposes to load a file for you, the change is listed in the ASK panel with its own Confirm button. That button is ASK’s, not the migration screens’.

Migrating from Odoo? See Migrating from Odoo for the account types, field hints, warnings at the check, and invoice numbers under ZATCA.