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Export your records from FinancialForce Financial Management

In cooperation with our tool, you will effectively move your data, even having absolutely no programming skills.

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We value data protection

Our programmers conduct best data safety practices to transfer your files under the safe link. And in accordance with our Privacy Policy, your credentials are removed from our systems succeeding the data export.

We provide the most precise outcome
We have comprehensive expertise in data export of different forms of software, and Accounting Systems are belong there, too. Knowing all the peculiarities, we will carry out the data transition in the most precise manner.
We are trusted by a number of businesses
Relokia is a team of professionals known as a reliable company in the industry. To make certain that users appreciate us, simply see the 5-star reviews on Capterra and G2.


So, why pick Relokia for a data transition?

Easy way

Straightforward approach

We designed our tool with the ease for our customers in mind. That’s the reason for its simplicity. You just have to tell us about your data migration needs, and we'll do everything for you.

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Expert data import and export

We are aware of a data migration complexity for an inexperienced user. So, we are here to assist you in performing this uneasy process. No matter if you want to transfer data to a new Accounting system or, for example, export it to the text format, our experts will handle that in a breeze.

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Data import and export
Data filtering

Data filters

If our customers only need the migration of a part of accounting files, we allow setting data filters to shift only the files they want.

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Record relations preservation

All the connections between your Accounting files will be accurately maintained during the data transition. The correct structure of records interrelations is ensured.

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Data Connections
Support

High-quality customer service and support

Our customer service representatives offer exceptional assistance and always ready to give you a hand with any issues and answer your intricate requests.

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Records you can export from FinancialForce Financial Management

*This is the general list of the records possible to migrate for export. It can be different for specific systems. Please, check with our experts.

  • Bank Transfers and Transactions
  • Customers, Vendors and Companies
  • Accounting documents

    including Account, Invoices, Journal Entries, Payments, Taxes, Expenses, Estimates, Bills, Orders, Receipts, Items and much more

The principle of data export from FinancialForce Financial Management

  • Reach out to our team

    We’ll speak over all the steps of your data migration to consider the amount of time needed and all the other important elements of for completing the transition.

  • Connect FinancialForce Financial Management and your new Accounting system

    Provide us the access to both systems to attain your files from the source and move it to the target.

  • Choose a date of your export

    Discover at which times the majority of users are off the system and choose this time period as it’s the most comfortable time for your data export.

  • Export your info from FinancialForce Financial Management

    Start with the full migration process to shift all of your data to the target Accounting System.

  • Start using your new Accounting System!

    When all of your accounting records are transferred to the new system, you can begin using it immediately.

Your data security is a crucial matter

Our experts work every day to assure the safeguarded link, and also the absolute safety of your records throughout the transition!


Estimate the cost of your data transition
Data transition cost estimator

Select your current platform and the future one
Number of records in your current platform
We migrate all the data and relations, but the pricing is based on the number of your invoices. No matter what period you need to migrate - a year or decade.
Let's get connected
Select how you want to proceed
Option #1: fully automated process
Automated data migration
SUPPORT PLANS
Read more about support plans.
Continue
In Free Demo, you can migrate up to 20 records of each entity along with all data relations for free.
OPTION #2: FOR ENTERPRISE OR COMPLEX PROJECTS ENTERPRISE DATA MIGRATION Setup a migration to your requirements: handpick records, customize data mapping, merge records, and many more. What we have to offer:

Dedicated secure local AWS server
Onshore data migration is done easily: we provide a dedicated secure AWS server located in your country or state.

Custom Development
Additional features or some specific record or entity to transfer can be developed to enhance and meet the requirements of your migration project.

Migration to any platform
Your source or target platform isn’t on the supported list? We can develop a custom migration for you on the platforms of your choice.

Guided migration setup
Our support service team will guide you on every data migration stage to get the process ideally tailored to your needs.

Highest priority support
Our talented senior support agents take your requests – by email, live chat, or phone call – as the top priority.

Migrating multiple instances
Fast and secure merging of your instances or data transferring from several instances to a single one.

Any other feasible requirest or customization of data migration.
Contact Us
What kind of customization do you need?
Please describe your needs as detailed as possible
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Thanks for your request!

We'll get back to you as soon as we have the estimate ready.

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Ready to start your migration?

See for yourself that migrating accounting data can be quick and easy

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