Data Migration

Having performed thousands of data conversions from hundreds of different platforms, we can help you convert all your important data intact. Request a free consultation and quote today.

Let SaaS Direct Help Your Business Convert

SaaS Direct is a seasoned data migration provider you can trust. We have performed 1,000+  data conversions and have developed a consistent process for conversion success. Working with SaaS Direct, you’ll have a dedicated specialist who will assess your situation, determine which accounting products you’ll need, and work with you to develop a phased conversion plan. We also employ full-time developers who will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

We Work With You In Phases

Phase 1

Choose the Right Accounting Product

Your dedicated Migration Expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which accounting product you’ll need.

Phase 2

Create Template

This process requires developing the proper workflows that will make  your accounting software work for your business. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to migrate.

Phase 3

Go Live & Train

Training your team is crucial to ensure that your company successfully transitions to the new accounting software. We’ll do training to make sure your team knows how to use your new system.

Phase 4

Close & Review Project

This process helps us determine if there are any other additional data or monthly reports you need to run your business. If there are additional files which need to be moved, we’ll pull them over from your old system to the new accounting system.

Phase 5

Follow Up

We’ll let you run the accounting software. If you’re having problems, we’ll try to resolve them. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. Our goal is to make sure you are getting the most out of your accounting software.

Why Choose SaaS Direct

Ensure your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.

Reduce time spent working on two systems and eliminate double entry.

Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.
Get custom training for your leadership and full team.

Get the most out of your Accounting Software. We can show you how to use the out-of-the-box reports, and custom create reports unique to your business.

Build on top of your Accounting Software. We have experienced developers who can leverage the  APIs to build modules and add-ons to meet your company’s needs and goals

Have an ongoing support team to troubleshoot issues and ensure your Accounting System is growing with your business.

Platforms We Can Convert

We know your Industry

We work with many companies to ensure their most important business history is converted. Feel confident that all historical data will be properly migrated to the new system. Our industry experts help you convert your data from a variety of different platforms. 
Accounting & Finance Advertising & Marketing Agriculture Biotech & Pharmaceuticals Computer / IT Services Computer Software Construction & Contracting Distribution & Wholesale eCommerce Education Energy / Utilities Engineering, Architecture, & Design Government
Healthcare / Medical Health & Beauty Insurance Legal Logistics & Transportation Manufacturing Media / Publishing Nonprofit Professional Services Real Estate Restaurant & Hospitality Retail Telecommunications