There are a few rules and recommendations to take into consideration when migrating data from one system to another:

  • It's important that you stop using your original system before we start the full migration. You can continue working in the system for the purpose of the sample import(s)
  • You are OK to use the new system while the migration is still in progress. The only limitation is that while we are doing the migration, you should not delete or merge any records. This way we can make sure that the data is consistent on both systems
  • We always recommend that you schedule the migration for a time when your team is out of the office - we can schedule a migration for the weekend or any time that works best for your team. Simply send us a message to get this scheduled

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