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When you work with an on-premise accounting package, our engineers need to run an installation on your server to enable synchronisation. If anything changes on your server, they need to renew that connection. This process is known as a server migration.

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What information do you need for a new installation or server migration?

If you want to perform a new installation or a server migration, we need the following information before the work takes place:

  1. Contact details of your IT partner: we need these to coordinate the migration.
  2. Accounting package: tell us which accounting package you currently use.
  3. TeamViewer credentials: these allow our engineers to access your server.
  4. Installation or migration date: to make sure the installation or migration happens on time, we recommend letting us know at least two weeks in advance.

Who do I send this information to?

Send all of this information to your Customer Success Manager. This keeps everything coordinated and allows our engineers to take the necessary steps.

Our engineers will then schedule the installation or migration and contact your IT partner. Following these steps helps your migration run smoothly.