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When working with an on-premise accounting package, it is essential for our engineers to execute an installation on your server to enable synchronisation. If any changes occur on your server, our engineers need to renew this connection. This process is known as server migration.

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Required Information for new Installation or server migration

If you wish to perform a new installation or have completed a server migration, we need the following information:

  1. Contact details of your IT partner: This information is crucial for coordinating the migration.
  2. Accounting package: Indicate which accounting package you are currently using.
  3. TeamViewer credentials: This allows our engineers to gain access to your server.
  4. Installation/Migration date: To ensure that the installation or migration takes place on time, we recommend notifying us at least two weeks in advance.

Communication with the Customer Service Manager

All of the above information should be provided to the customer service manager. This ensures that everything is well-coordinated and that our engineers can take the necessary steps.

Our engineers will then get to work on scheduling the installation or migration and will reach out to your IT partner. By following these steps, you can ensure a smooth migration process.