Migrate accounting data into Jaz with opening balances and audit trails.
npx skills add https://github.com/teamtinvio/jaz-ai --skill jaz-conversion
Please help me install this Agent Skill. Skill: jaz-conversion Source: https://github.com/teamtinvio/jaz-ai/tree/main/cli/assets/skills/conversion Command: npx skills add https://github.com/teamtinvio/jaz-ai --skill jaz-conversion
Migration of complete and audit-ready accounting data into Jaz, preserving opening balances, trial balances, and the full transaction history to support seamless transitions.
Load your source CoA, TB, AR/AP aging, and contacts, then start the Jaz conversion workflow to establish currencies, map accounts, and apply the opening balances.
High-intent search queries and answers about installing and using this skill.
Accounting data migration into Jaz preserves opening balances and audit trails by orchestrating CoA bulk-upsert, currency setup, and opening-balance journal entries with appropriate lock dates. It supports both Quick Conversion at fiscal year end and Full Conversion of complete transaction history.
Quick Conversion migrates only opening balances at the fiscal year end (FYE), while Full Conversion migrates the complete financial year transaction history. Both approaches handle CoA mapping, contacts, currency enablement, and FX handling to ensure accurate trial balance alignment.
Jaz data migration maps your source Chart of Accounts through a bulk-upsert process that aligns accounts with opening balances and trial balances. You load your source CoA and trial balance data, then the workflow establishes currencies and applies the account mappings.
Yes, Jaz migration handles AR/AP aging, currency rates, and FX handling to ensure trial balance alignment and zero unrealized FX gains. The workflow establishes currencies, applies tax and FX treatment, and generates opening-balance journals with appropriate lock dates.
You need to load your source Chart of Accounts, Trial Balance, AR/AP aging, and contacts before starting the Jaz conversion workflow. These inputs allow the process to establish currencies, map accounts, and apply opening balances accurately.
Re-running the Jaz accounting migration is safe due to idempotent cleanup of stale conversion artifacts and robust rollback safety. These mechanisms protect data integrity and allow you to retry the conversion workflow without duplicating journal entries or corrupting balances.
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