Move business data to a new system safely

Use this guide when you are switching a key system, such as job management, a customer database or accounts software, and cannot afford to lose records. Have admin access to both systems, a list of the data you rely on and a quiet period in your diary for the cut-over.

Step by step

1. Decide what moves and what stays

   List every type of record in the old system, such as customers, jobs, invoices, notes and attachments. Mark each as move, archive or leave behind. Only move what you will use; keep an archive copy of the rest.