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Conversion Packages
Testimonials
I truly believe e-automate is superior to the competition due to its ease of use and reporting capabilities. We have gained efficiencies in our administrative functions that have positively impacted our bottom line. I highly recommend that dealers consider partnering with Digital Gateway to successfully manage their businesses.

Jamie Hoffman, CPA
Chief Financial Officer
Offix LC

Self Implementation

Self conversion is offered to those who choose to do the conversion and implementation of e-automate alone. The following is a list of what is offered in a self conversion package. There is no conversion support offered for this conversion level.

Features Offered
Conversion Guide x
Data Import/Export Spreadsheet x
STEPS Registration x
Project Plan  
Conversion Data Analysis  
Primary Data  
Use Case Testing  
30 Day Follow-Up  
Security Configuration  
Secondary Data  
Opening Balance Entries - AR, AP, IN, CB  
Logos and Check Support  
Unique Tables  
Beginning GL Balances  
Additional Product Setup and Configuration  
Conversion Process Analysis  
On-Site Visit  


Conversion Guide - a comprehensive guide outlining how to setup e-automate. Setup the e-automate either from scratch of from a jumpstart database. A jumpstart database is provided with populated tables, such as, chart of accounts, inventory codes, sales codes, service codes. The guide discusses how to use the data import/export spreadsheet during the conversion.

Data Import/Export Spreadsheet - a spreadsheet that allows certain tables to be inserted into the system. The tables included in the spreadsheet are:

  • Customers
  • Vendors
  • Makes
  • Models
  • Items
  • Equipment records
  • Contacts
  • Open accounts receivable
  • Open accounts payable
  • Beginning inventory balances
STEPS Registration - as part of this conversion, STEPS is setup and registered. STEPS is help in e-automate. It stands for Systematic Training and Expert Performance Support.