Data migration reference
Migrating from Pinewood
Use these extraction notes to prepare the agreed data for Navigator. Menu paths and file names are preserved from the existing guidance.
Important
These notes are based on previous migrations and should be checked against the current Pinewood version before use, as menus and export options can change.
Parts
Parts stock and history
Parts > Reporting > Price list → select Parts Department → download → open in Excel → save as parts.csv
Parts > Reporting > Valuation > Valuation → click Valuation on the top bar → download → open in Excel → save as stock.csv
Parts > Reporting > Movement → select a date from at least 12 months ago → accept → download → save as partshist.csv
Customers
Customer data
Create and save the required selection in Pinewood.
CRM > Search > Saved Selection → choose the saved selection → Search → Save → tick Search and Accept Download → save as Customers.csv
Service
Service history
The existing guidance states that Pinewood does not provide a standard report for exporting full service history.
Contact Pinewood and request a standard full service history extract.
Accounts
Sales and purchase ledgers
Accounts > Sales Ledger > Master Accounts > Export → account level Master → save as slcust.csv
Accounts > Sales Ledger > Reporting > Transaction → Outstanding Transactions → Create Report → Export Report → Download
Accounts > Purchase Ledger > Transaction Accounts > Export → save as plsupp.csv
Repeat the equivalent transaction export for the Purchase Ledger.
