How Accounting System Migration Works

Step 1. Create your account

First things first, create an account where you’re going to set up your migration(s). You can use an email and password or social accounts if you don’t want to remember another password.

When using email, make sure to use a valid email address and phone number. This will help effective communication.

Step 2. Connect the systems you want to migrate

We utilize the read-only API scope if the accounting platform provides such an API scope to access information.

We only access data without altering or making changes to the information within your invoicing or accounting platform.

We don’t share any data with third parties and we guarantee that your data is secure. See our security policy here.

Step 3. Select the data and map accounts

Here you see a list of objects you can migrate between the chosen systems. Check the boxes next to each object.

When you select Accounts and Products, the Wizard will open a form for you to match up types of accounts and products between the systems. Go through the mapping and save the settings when done. You’re all set to start the test!

Step 4. Begin the test import

Once the setup is complete, start the free test. The Wizard will import a small amount of data for you to check out in the target system.

When the test import is complete, you get a report for each imported object. Click the “Download report” button to see which records were migrated. Then, carefully check the result of the test import before migrating all data!

Contact our team if you need help with the test import or have any other questions about the migration.

Step 5. Migrate all data

When you’re ready, begin the Full Migration. Keep in mind that the process might take some time. The more data you have, the longer it will take.

You may close the tab and occasionally check the progress of your migration. Our team will stay in touch with you during the entire process.