Is there an ideal time during a software implementation to convert data?
It depends on the data. The conversion of GL (General Ledger) history, for example, will usually start at the beginning of the implementation. This is because, generally, there is between 12 and 24 months of history that needs to be converted, and it can take a while to validate all of this data particularly if the chart of accounts has changed between the two systems. Year-to-date vendor payments are typically converted after go-live, but before January 31 of the next year the due date for 1099s. Variable operational data (e.g. tenant balances) will be done during the go dark period while end users are being trained. Static data data that doesnt change (e.g. units) can be completed any time during the implementation process. However, because time gets tighter the closer you get to go-live; you will want to get this done sooner, rather than later.