Data migration reference

Migrating from Dragon 2000

Use these extraction notes to prepare the agreed data for Navigator. The original menu paths and output filenames have been retained.

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Version check

These notes are based on previous migrations. Confirm the current Dragon 2000 menu options before starting, as they may change between versions.

Parts

Parts stock

Parts > Reports > Stock Check → rename the file as Partsloc. Create this first, as the existing guidance notes it may overwrite existing data.
Parts > Reports > Stock Value Report → rename as partsstock
Customers

Customer data

Service > Reports > Customers > Export to CSV → choose All Customers - Concise → save as customers.csv
CRM > Vehicle Sales > Custom Mailshot → start new mailshot → change “who have bought” to “any item” → View Records → Export As → creates mailshot.csv
Service

Service history

Service > Reports > Services Received (Detailed) → select date range from 01/01/08 to current → export as services received.csv
Accounts

Accounts data

Dragon 2000 uses Sage 50 for accounting data. Use the Sage Line 50 migration guide for the accounts extraction.

View Sage Line 50 guidance →

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