Data export before a switch
Before you leave a software product, get your history out of it. Customers, jobs, invoices and notes go into files you hold, checked against the original. It costs $1,500 to $5,000, once.
- Fixed price, paid once
- Read-only. Can't touch your books
- Runs next to your old way for a month
What you get
- Customers, jobs, invoices and notes in Excel and CSV files
- Attachments and photos where the old system allows it
- Counts checked against the old system, so nothing is missing
- A copy on storage you own
What it doesn't do
- Break a contract or a login rule to get data
- Load the data into the new system for its vendor
- Keep a copy after you have yours
How it goes
Scope
We list what you need to keep and what the old system lets out.
Pull
I export it using the access your contract gives you.
Check
We compare counts and spot-check records together.
Questions
Something we didn't answer? Call and ask. You'll get Trey, not a call center.
- Fixed prices, shown up front
- Read-only, can't touch your books
- We come to your business
When should I do this?
Before the old contract ends, while you still have full access.
What if the old system limits exports?
Then I tell you what can and can't come out before you pay for the job.
Can you move it into the new software?
The new vendor usually does that part. I can hand them clean files.
Start with a $750 software audit
Two hours at your business. A ranked fix list with prices. The $750 comes off anything you build.
I come to your business. Not ready to book? Get one free idea for your business.