If your file service already runs on another platform, the migration service moves your customers and their file history into your new portal. It is a one-time €120 add-on, and the work starts with a look at the data you have.
The migration service moves two things: your customers and your file history. It is a one-time €120 next to the plan you choose.
Customer records, imported after the source format and required fields are reviewed.
File history, so earlier work stays with the customer it belongs to.
Ordered as the “Migration from another platform” add-on on the pricing page.
The source format comes first
Every platform exports its data differently. Before anything is moved, the export from your current platform is reviewed: its format, and whether it carries the fields the portal requires.
Whether credit balances or dealer accounts can come across, and how long the move takes, is settled after that review. This page does not promise them in advance.
How the switch runs
The order lets you see the portal before your data is touched.
Try the portal for seven days with your own workflow.
Request a written configuration: plan, hosting, migration, languages and payment providers are reviewed together.
Send the export from your current platform for review.
After the review, the scope and timing for your data are set.
Questions
What does the migration cost?
A one-time €120 added to the plan you choose.
What is moved?
Your customers and your file history.
Can credit balances and dealer accounts come across?
That is settled after the source format is reviewed. Each platform exports differently, so it is not promised before the review.
How long does the move take?
The timing is set after your export is reviewed, once its format and fields are known.
Can I try the portal before migrating?
Yes. Start the seven-day free trial first; the migration is ordered with the plan.