Data migration

When you switch to Rundoo from another point of sale, we bring your data across so you're not starting from a blank slate. This page is the reference for what transfers, what doesn't, and how the transfer happens. Your Rundoo implementation contact runs the migration with you; Go-live is the step-by-step of confirming it all before you flip live.

What transfers from your old POS

Before go-live, Rundoo pulls the core of your store out of your existing system and lands it in Rundoo:

What	What comes across
Products	Your catalog with prices, costs, inventory counts, bin locations, UPCs, and category.
Customers	Customer records with balances, finance terms, jobs, contacts, and any custom pricing.
Vendors	Vendor records with contacts, payment terms, and order email.
Sales history	Past completed sales, so history follows the product and the customer into Rundoo.
Paint colors and tint formulas	For paint stores, your mixed-color formulas come across too. See below.

The night before go-live, after you close, our Data team runs one final sync for last-minute inventory counts, customer balances as of end-of-day, and any sales rung that day. Go-live walks you through spot-checking each of these before you switch over.

Credit limits for customers who were on hold

If a customer was on hold in your old system, the migration keeps them on hold in Rundoo and sets their credit limit to $2,000 above their balance at migration time. So a held customer whose credit limit reads exactly $2,000 higher than what they owe is expected behavior, not a bug.

That cushion is on purpose. If you later take the hold off a customer, the $2,000 gives them a little room to run right away instead of being blocked by a limit that matches their balance to the dollar.

To put a customer's original limit back, pull their old credit limits from your prior system and update them in Rundoo, either on the individual customer record or in bulk with Customer imports. Rundoo Support can run the import for you.

🛟 This is how the migration handles held accounts, confirmed by our Data and onboarding team. It isn't a setting you turn on or off in Rundoo.

Paint colors and tint formulas

If you're a paint store, the color and tint formula data you've built up follows you into Rundoo, so a customer can walk back in and re-order the exact color they had before.

Two kinds of formula identifiers come across:

• Retail tint formulas (RX formulas) — the colorant recipe itself (for example, a formula reading Y3: 3x5 ...). This is what a tint machine reads to re-dispense the exact color.
• ColorX formula numbers (CF numbers) — the Benjamin Moore ColorX formula IDs, which look like a long number starting with 9999. These are what COLORx uses to retrieve a saved formula.

Once your store is live, tinting stays seamless: a cashier can pull up a past color and COLORx will Retrieve From POS to re-dispense an exact match. See Integrating with COLORx 6 or Integrating with COLORx 7 for how the tint machine and Rundoo talk to each other day-to-day.

How Rundoo pulls your data

To read your data out of your old POS, Rundoo sets up a one-time remote connection to the computer that system runs on. Our Data team connects unattended, reads the data out, and lands it in Rundoo. Your implementation contact walks you through the 5-minute install. Nothing in your old system is modified; it's read-only access.

Brand-new store with no prior POS

If Rundoo is your first point of sale, there's nothing to migrate and you start fresh from your go-live date — no historical sales, no old accounting data. Before go-live, send Rundoo your vendor pricing sheet (for Benjamin Moore dealers, the sheet you download from your BM Web portal) and we'll load the products, Pricing tiers, and Finance terms for you. Afterward, add anything else with Customer imports, Product imports, and Vendor imports — Rundoo Support can run these for you.

Recommended Rundocs

• Go-live

• Integrating with COLORx 6

• Product imports

• Customer imports