Data migration and acquisition onboarding

Move customers, sites, units, contracts and agreed billing history into PRO Enterprise. We define the source data, reconcile the agreed counts and balances, and plan cutover with your team.

Agree the checks before the cutover.

1. Inventory the sourceList the customers, sites, units, contracts, balances and history to move, with record counts and source formats.
2. Map the operationAgree the company and branch boundaries, service divisions, numbering, price lists, permissions and integrations.
3. Test and reconcileReview a trial import and compare the agreed record counts and financial balances. Resolve exceptions and agree whether a parallel billing cycle is needed.
4. Approve the cutoverAgree acceptance checks, the cutover date, responsibilities and a fallback plan before retiring the old workflow.
5. Train and reviewTrain the teams on their workflows and check the first dispatch, billing and reporting runs after go-live.

Make the scope explicit.

The proposal identifies the source systems, records and history to migrate, any exclusions, and the responsibilities for extracting and validating the data. Training, integration work and rollout timing are agreed for your operation.

We reconcile agreed records and financial balances against the source system before cutover. Exceptions are reviewed with your team as part of acceptance.

Request a migration proposal