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 5 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.
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. If you integrate with QuickBooks Desktop, the links (QBLinkID) are preserved during the migration, which helps in syncing the data without duplicating the records. 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 |
| Currency Multiplier |
à |
Currency |
| Custom Labels |
à |
Custom Labels |
| Make Deposits |
à |
Deposits |
| Employees |
à |
Employees |
| Employee Control |
à |
Manage Access |
| 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 |
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 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 |
Payment 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 |
| Currency Multiplier |
à |
Currency |
| Custom Labels |
à |
Custom Labels |
| Make Deposits |
à |
Deposits |
| Employees |
à |
Employees |
| Employee Control |
à |
Manage Access |
| 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 |
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 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 |
Payment Terms |
| Time-Expense (Time) |
à |
Time Entries |
| Project Tasks |
à |
To-Dos |
| Communication Types |
à |
Contact Methods |
| Custom Fields (Preferences) |
à |
Custom Labels/Custom 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 |
Payment Terms |
| Time-Expense (Time) |
à |
Time Entries |
| Project Tasks |
à |
To-Dos |
| Communication Types |
à |
Contact Methods |
| Custom Fields (Preferences) |
à |
Custom Labels/Custom Form 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.