Data migration is the part of every project that kills momentum.
Every ERP, CRM, or operational software switch starts with the same conversation: "So… what do we do about our existing data?" And then the project stalls for three months while nobody wants to own the migration.
The data is scattered across a decade of spreadsheets, legacy systems, a half-abandoned Access database, and the institutional knowledge of one person who is about to retire. Formats are inconsistent. Duplicate records everywhere. Nobody remembers what a handful of fields actually mean. The new system is waiting, configured and ready — but it can't go live until the old data shows up clean.
Most agencies and companies don't lack migration tools — they lack a structured process that someone else owns. Internal teams have day jobs. The migration becomes a side project that never finishes. By the time it does, the new system has been "going live next quarter" for two years.
Our six-step migration method.
We've moved data for home care agencies, AV integrators, billing platforms, and B2B operators across AlayaCare, Q360, Invoiced, Odoo, QuickBooks, and more. Every project runs the same six-step play, because that's what keeps migrations predictable.
A good migration isn't just a data dump — it's an opportunity to clean up a decade of mess before the new system inherits it.
The six steps.
Why good migrations matter.
- They improve transition confidence — your staff knows every critical record made it across, so go-live day doesn't feel like a leap of faith
- They're your chance to clean up data — we apply deduplication, re-formatting, consolidation rules that your team has been meaning to do for years
- They reduce go-live downtime — just-in-time cutover means the business keeps running right up until the switchover, with minimal dark window
- They free your team — caregivers, coordinators, and managers don't have to spend two months buried in spreadsheets; they spend it learning the new system
One of the greatest wealth transfers in history is upon us. Companies will consolidate, split, re-tool, and acquire. If data migration or software migration is holding you back from pursuing your business strategy, talk to us. It's what we do best.
Platforms we migrate to (and from).
- AlayaCare — home care clinical platform. We've done everything from small 20-caregiver imports to enterprise migrations with full visit history, billing, and clinical notes.
- Invoiced — AR automation and billing platform. We've migrated millions of invoices and hundreds of thousands of customer records onto Invoiced.
- Q360 by Solutions360 — ERP for system integrators. Product catalogs, customer history, open projects, service tickets.
- Odoo, NetSuite, QuickBooks, Xero, HubSpot, Salesforce — general-purpose ERP/CRM/accounting platforms, both as source and target.
- Other platforms — we work with any system that exposes an API, a CSV export, or a database.
Frequently asked questions.
Small projects (single system, 1-5k records) run 2-4 weeks. Mid-size (multi-source, 50-200k records) run 6-10 weeks. Enterprise migrations with complex transformation logic can run 3-6 months. The survey + scope phases tell us which bucket your project falls into.
Yes. Many of our migrations become long-running integrations after cutover — two-way sync between platforms, scheduled nightly loads, or real-time event pipelines. The ETL pattern is the same; we just keep it running.
Two options: (1) we build a read-only archive in a lightweight database you can query when needed, or (2) we export everything to a flat format (CSV, Parquet) and you retain it on your own storage. Either way, nothing gets lost — it just doesn't clutter the new system.
Usually not. Our just-in-time delivery pattern means the legacy system keeps running until the moment of cutover, at which point we do a final delta sync and swing traffic to the new system. Typical downtime window is 30 minutes to 4 hours depending on scope.