Data Migration: Out of Your Legacy System, Into GrandTotal

Your customer data and line items are trapped in an old database, an Excel spreadsheet, or scattered across dozens of Word files. Transferring everything by hand into a new system? Tedious and error-prone. With the MCP Server in GrandTotal, an AI takes over the work.

1

Connect the MCP Server

Create an empty company via File › New Company. Grant this company full access under Settings › MCP Server so data can be inserted, then copy the configuration text. Paste it into your AI assistant (e.g. Claude).

I want to migrate data from a legacy system into GrandTotal. Use the GrandTotal MCP Server for this.

Proceed interactively:
1. Ask me where my data is stored and in what format.
2. Analyze the source data and show me what you found.
3. Suggest what should be imported and how – clients, items, catalog entries.
4. For line items that appear repeatedly, suggest creating them as catalog items.
5. Detect duplicates and ask me how I want to handle them.
6. Wait for my confirmation at each step before creating anything.

What can be migrated?

What to migrate?

You decide in dialogue with the AI what to bring along. Typically, that means clients and items – the foundation for working in the new system. The AI can also create recurring line items as catalog entries on request.

Invoices belong in the system where they were created. Archive your existing invoices in the legacy system and start fresh in GrandTotal with a clean, new document history.