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Switching POS without losing data
A planning checklist. Confirm the current details with the state, maker, and software vendor.
Work through the checklist
- Ask both vendors which records they can export and import.
- Save a copy of the current records before the switch.
- Test the import with sample records in a separate system.
- Compare inventory counts, customer balances, and open orders.
- Set a change window and a return plan with both vendors.
- Check the final records before staff use the new system.
These are general planning steps. They do not replace your state rules or the vendor’s setup instructions.
Public references
- https://www.covasoftware.com/blog/switching-dispensary-pos-how-to-plan-and-execute-a-seamless-pos-migration · Read 2026-11-14
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