In this initial phase, we assess the purpose and scope of the migration. This includes identifying what systems the data is coming from (e.g., MYOB, Xero, spreadsheets, or legacy CRMs), determining the business objectives, and setting expectations on data types (customers, assets, jobs, suppliers, inventory, etc.)

We design a migration strategy tailored to Simpro’s data structure. This includes defining what data will be included or excluded, mapping data fields, and setting timelines. We also identify required integrations and any dependencies (e.g., with Xero or Zoho).

At this stage, we extract data from the source systems. We may use direct APIs (e.g., MYOB API, Xero API), flat files, or a custom staging database depending on the source system and complexity. This step focuses on ensuring the completeness of raw data.

Once extracted, the data is reviewed, structured, and prepared for import into Simpro. This includes:

• Standardising formats (e.g., dates, phone numbers)

• Mapping values to match Simpro’s dropdowns and field constraints

• Removing duplicates and outdated entries

• Ensuring mandatory fields are populated

Organising data ensures the final import aligns perfectly with Simpro’s requirements and minimises post-migration corrections.

Data is carefully loaded into Simpro using a combination of API calls, import templates, and in some cases, custom migration tools. This is done in a controlled environment (typically a test build first), followed by a final production load. Timing and communication are key here to minimize operational impact.

We run a detailed data validation and reconciliation process. This includes cross-checking record counts, verifying financial totals, and testing real-life scenarios (e.g., job conversion, invoice generation, customer history). User feedback is collected to ensure confidence in the migrated data.