What is a migration?
A migration means that your outstanding invoices, customers, and related data are transferred from your current accounting package to a new one. Payt then connects to this new package so that the reminders process continues as normal.
What do I need to arrange in advance?
Before the migration begins, it is important to have a clear picture of a few things. Make sure you have thought through the following:
Will a fresh start be made in the new accounting system, or will existing entries be carried over to the new package?
Will invoice numbers and customer numbers remain exactly the same in the new package?
How does the migration proceed step by step?
Below is an overview of the steps taken during a migration. Some steps are carried out by Payt, others by you as the customer.
Step 1: Pause the administration
Once the migration begins, we temporarily pause your current Payt administration and lock the import. This ensures that no reminders are sent while the data is not yet fully transferred.
Step 2: Set up a test environment
We create a new test administration and load the data from the new accounting package. Based on this, we compare the new data with the existing data.
Step 3: Comparison and review
Once the data has been loaded into the test administration, you review it with our assistance to identify any differences that need to be explained. Think of interim payments that have been processed, invoices or customers you deliberately do not want to include, or discrepancies in the new package.
Step 4: Create a new connection
Once the test environment has been reviewed, the connection in the active administration is disconnected so that you can re-establish it with the new accounting package. The settings are aligned with the test environment so that the same invoices are loaded.
Step 5: Perform the migration
Payt migrates the administration in the background, so that the new accounting package is from this point forward recognised as the correct connection.
Step 6: Start the import and spot check
After the migration is performed, the import is started. We then ask you to carry out a spot check: verify that your customers and invoices have been transferred correctly. If everything looks correct, we proceed to the final step.
Step 7: Resume the administration and unlock the import
Once everything has been completed correctly, we unlock your import. You can then resume the administration yourself. The process in Payt will then continue as you are used to.
Are you planning to migrate?
If you are planning to migrate to a different accounting package, please contact the Payt service desk in advance. We will then schedule a suitable moment together to transfer the data.