During your 60-day transition period, BusinessMind V6 and V7 work together through sophisticated data synchronization to give you the flexibility to migrate at your own pace. This article explains how this synchronization works and what you need to know to ensure a smooth transition.
How Real-Time Synchronization Works
Lightning-Fast Updates: Data synchronization between V6 and V7 happens in near real-time, typically taking just milliseconds. This means when you update a customer record in V6, that change appears almost instantly in V7, and vice versa.
Simultaneous Editing Protection: Because synchronization is so fast, the system includes safeguards against simultaneous editing conflicts. If you and a team member try to edit the same record at the exact same time in different versions, you may receive an error message about simultaneous editing. Simply wait a moment, reload your record, and try again.
Best Practices for Dual-Version Usage
While the synchronization system is designed to support your gradual transition, we recommend a strategic approach:
Transition by Feature Area: Rather than switching back and forth between versions randomly, focus on transitioning one area of your business at a time. For example:
Complete your contacts transition to V7 before moving customer management activities
Finish setting up your inventory processes in V7 before transitioning your POS operations
Migrate your reporting workflows as a complete unit
Minimize Simultaneous Use: While both versions work together seamlessly, the synchronization process is resource-intensive. To optimize performance for your business and others in the BusinessMind community, try to minimize the time you spend using both versions simultaneously within the same functional area.
What Synchronizes Automatically
Most of your business data synchronizes automatically between versions, including:
Customer and vendor contact information
Inventory items and stock levels
Sales transactions and invoices
Replenishments and receiving
Custom fields and most record modifications
What Requires Manual Configuration in Both Versions
Several system-level configurations are unique to each version and require separate setup:
Application Configuration Settings
When a setting exists in both V6 and V7, you'll need to configure it separately in each version. This includes preferences, display options, and operational settings that control how the application behaves for your business.
Sets & Smart Sets
V7 features a completely redesigned Smart Sets system that's faster and more intuitive than V6. Because of this fundamental redesign, Smart Set configurations don't synchronize between versions. You'll need to recreate Smart Sets in V7 that you created in v6 during your transition, using the new, improved interface.
Display and Print Configurations
The following customization settings are version-specific:
Tag Layouts: Custom tag designs and layouts
Print Configurations: Receipt formats, report layouts, and other print settings
User Management
User accounts, preferences, and role assignments are completely separate between V6 and V7. This separation allows you to:
Set up V7 user accounts gradually
Customize V7 permissions based on your new workflows
Maintain V6 access for team members who haven't transitioned yet
Sequential Number Systems
Important: Invoice numbers, purchase order numbers, and other sequential numbering systems operate independently in each version.
Potential Issue: If you create an invoice in V6 and then create another in V7, you may encounter duplicate invoice numbers.
Recommendation: Once you begin creating transactions of a specific type in V7 (such as invoices), continue using V7 for all transactions of that type to avoid numbering conflicts.
Images and File Attachments
Standard Behavior: Images and file attachments added to records don't automatically synchronize between versions.
V6 to V7 Recovery: If you've added images or attachments to records in V6 during your transition, our support team can help synchronize these files to V7. Contact support if you need assistance with this process.
V7 to V6 Limitation: Files added in V7 cannot be synchronized back to V6. This is another good reason to focus your transition efforts on moving completely to V7 for each area of your business.
Getting Help During Your Transition
Our support team is fully prepared to assist you throughout your 60-day transition period. Whether you need help with configuration, have questions about synchronization, or want guidance on the best transition strategy for your business, we're here to ensure your success with BusinessMind V7.
Remember, this dual-version capability is designed to give you confidence and flexibility during your transition. Take advantage of the full 60-day period to ensure your team is comfortable with V7 before your V6 access expires.