Data Migration

Overview

The BQE Core Data Migration Team can transfer your company's data into Core. If you are an existing BQE customer, our Data Migration Team can move your existing BillQuick, ArchiOffice/EngineerOffice, BillQuick Online, and ArchiOffice Online data to the cloud. ArchiOffice/EngineerOffice users are required to go through the orientation as well because of the difference between Core and their legacy software. Please call your Sales Account Manager at 310-602-4010 or email sales@bqe.com.

Before migrating your existing data, make sure to stop any activity in the current software program and back up your database. As a best practice, we recommend running all the Optimize database utilities in your legacy software prior to data migration. During the migration process, the physical documents that are linked as attachments to your existing records are moved to Core’s cloud document servers and hosted there during your trial (up to 2 GB is hosted, but if you require more storage, please contact BQE Support). If you have archived your data, you need to restore it prior to migration, if you need that data in Core.

The entire data migration process is handled by BQE consultants, with no download or installation required at your end. After the migration in complete, you are informed to proceed. Your login credentials will be the same as the older online account. Your unused subscription is applied toward Core. You can log into Core and get started there. Check out the Migrating Your Data to BQE Core best practices and FAQs for more.

Data Mapping

Your data is stored in various tables in your existing BillQuick/ArchiOffice/EngineerOffice database. There are many data fields in these software that do not have equivalent fields in Core, or vice versa. Therefore, this migration process involves creating calculated fields using the individual SQL statements and defining calculated columns for the purpose of data mapping. After the data migration process, that data gets transferred to the new Core database. Below is a list of data tables and mappings that show the flow of data from your old database to the new one in Core. You can find data mappings for only the main screens and tables here; for detailed data mappings, please check out our Core Help Center.

BillQuick to Core Data Mapping

BillQuick Online to Core Data Mapping

ArchiOffice/EngineerOffice to Core Data Mapping

ArchiOffice Online to Core Data Mapping

 

BillQuick to Core Data Mapping

BillQuick Table Name

Dataflow Core Table Name
Activity Codes

à

Activity Items
Activity/ Client /Employee/Expense/Project Groups

à

Groups
Project Journal/Notes

à

Notes
Journal Type/Note Categories

à

Note Category
PTO Requests

à

Personal Time Off Requests
Purchase Orders

à

Purchase Orders
PO Received/Receive Items

à

Purchase Orders (Items Receivable)
Reconcile Accounts

à

Reconciliations
Retainer History/Management

à

Invoices (Retainers)
Transactions

à

Invoices/Payments
Vendor Bills

à

Vendor Bills
Payment Terms

à

Terms
Time Entries

à

Time Entries
To-Do List

à

To-Dos
Expense Log

à

Expense Entries
Service/Expense Fee Schedules

à

Fee Schedules
Linked Files/Attachments

à

Documents/Attachments
Manual Invoices

à

Invoices (Single Invoices)
Messages

à

Messages
Payments

à

Payments
Projects

à

Projects
Project Control

à

Project Assignments
Task Allocations

à

Allocations
Expense Codes

à

Expense Items
Company

à

Company Profile
Currency Multiplier

à

Currency Manager
Custom Labels

à

Custom Labels
Make Deposits

à

Deposits
Employees

à

Employees
Employee Control

à

Employee Control
Billing Schedules

à

Project Billing Schedules
A/P Transactions

à

General Journals/Vendor Credits/Fund Transfers/Bill Payments/Credit Cards
Auto Complete

à

Auto Complete
Global Settings

à

Global Settings
Budgets

à

Budgets
Write Checks

à

Checks
Class List

à

Class
Clients

à

Clients
Chart of Accounts

à

Chart of Accounts

Note: The migrator tool migrates only some of the important or standard Global Settings from BillQuick to Core. Your existing custom reports and invoices will not migrate to Core, but we can re-design them for you at a nominal fee.

BillQuick Online to Core Data Mapping

BillQuick Online Table Name Dataflow Core Table Name
Activity Codes

à

Activity Items
Activity/Client/Employee/Expense/Project Groups

à

Groups
Project Journal/Notes

à

Notes
Journal Type/Note Categories

à

Note Category
PTO Requests

à

Personal Time Off Requests
Purchase Orders

à

Purchase Orders
PO Received/Receive Items

à

Purchase Orders (Items Receivable)
Reconcile Accounts

à

Reconciliations
Retainer History/Management

à

Invoices (Retainers)
Transactions

à

Invoices/Payments
Vendor Bills

à

Vendor Bills
Payment Terms

à

Terms
Time Entries

à

Time Entries
To-Do List

à

To-Dos
Expense Log

à

Expense Entries
Service/Expense Fee Schedules

à

Fee Schedules
Linked Files/Attachments

à

Documents/Attachments
Manual Invoices

à

Invoices (Single Invoices)
Messages

à

Messages
Payments

à

Payments
Projects

à

Projects
Project Control

à

Project Assignments
Task Allocations

à

Allocations
Expense Codes

à

Expense Items
Company

à

Company Profile
Currency Multiplier

à

Currency Manager
Custom Labels

à

Custom Labels
Make Deposits

à

Deposits
Employees

à

Employees
Employee Control

à

Employee Control
Billing Schedules

à

Project Billing Schedules
A/P Transactions

à

General Journals/Vendor Credits/Fund Transfers/Bill Payments/Credit Cards
Auto Complete

à

Auto Complete
Global Settings

à

Global Settings
Budgets

à

Budgets
Write Checks

à

Checks
Class List

à

Class
Clients

à

Clients
Chart of Accounts

à

Chart of Accounts

Note: The migrator tool migrates only some of the important or standard Global Settings from BillQuick Online to Core. Your existing custom reports and invoices will not migrate to Core, but we can re-design them for you at a nominal fee.

ArchiOffice/EngineerOffice to Core Data Mapping

ArchiOffice/EngineerOffice Table Name Dataflow Core Table Name
Project Job Codes/Tasks

à

Activity Items
Project Budgets

à

Budgets
Contacts (Clients)

à

Clients
Project Drawings

à

Drawings
Contacts (Users)

à

Employees
Project Tasks

à

Allocations
Events

à

Calendar (Events)
Account/Billing Codes (Preferences)

à

Expense Items
Time-Expense (Expenses)

à

Expense Entries
Invoices

à

Invoices
Documents

à

Documents/Attachments
Project Notes/Publications

à

Notes
Note Categories

à

Note Categories
Transactions (Payments)

à

Payments
Project Teams/Job Codes

à

Project Assignments
Project RFIs

à

Requests for Information (RFIs)
Project Submittals

à

Submittals
Invoice/Contact Terms

à

Terms
Time-Expense (Time)

à

Time Entries
Project Tasks

à

To-Dos
Communication Types

à

Communication Types
Custom Fields (Preferences)

à

Custom Labels/Fields
Projects

à

Projects

Note:

  • Additional Services in ArchiOffice/EngineerOffice get converted to Projects or Phases in Core.
  • You can choose to migrate parent phases (having sub-phases) as Main type projects in Core.
  • If you do not want to migrate the additional job codes to Core as phases, you can choose to mark the associated time and expense entries as Extra Billed in Core.

ArchiOffice Online to Core Data Mapping

ArchiOffice Online Table Name Dataflow Core Table Name
Project Job Codes/Tasks

à

Activity Items
Project Budgets

à

Budgets
Contacts (Clients)

à

Clients
Project Drawings

à

Drawings
Contacts (Users)

à

Employees
Contacts (Vendors)

à

Vendors
Project Tasks

à

Allocations
Events

à

Calendar (Events)
Account/Billing Codes (Preferences)

à

Expense Items
Time-Expense (Expenses)

à

Expense Entries
Invoices

à

Invoices
Documents

à

Documents/Attachments
Project Notes/Publications

à

Notes
Note Categories

à

Note Categories
Transactions (Payments)

à

Payments
Project Teams/Job Codes

à

Project Assignments
Project RFIs

à

Requests for Information (RFIs)
Project Submittals

à

Submittals
Invoice/Contact Terms

à

Terms
Time-Expense (Time)

à

Time Entries
Project Tasks

à

To-Dos
Communication Types

à

Communication Types
Custom Fields (Preferences)

à

Custom Labels/Fields
Projects

à

Projects

Note:

  • Additional Services in ArchiOffice Online get converted to Projects or Phases in Core.
  • You can choose to migrate parent phases (having sub-phases) as Main type projects in Core.
  • If you do not want to migrate the additional job codes to Core as phases, you can choose to mark the associated time and expense entries as Extra Billed in Core.
  • Documents and other attachments are moved from ArchiOffice Online to Core only for time and expense entries.

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