Data Migration & System Integration
Extract data from legacy systems, transform it to match new platforms, and import it cleanly—without the manual export/import headaches or data loss risks.
The Migration Challenge
Data Trapped in Old Systems
Legacy HRIS, accounting platforms, or custom databases hold years of critical data, but exporting clean, usable data is often impossible without technical expertise.
Incompatible Formats
Even when you can export from the old system, the data rarely matches the import format for the new platform—different field names, date formats, validation rules.
Risky Manual Processes
Copy-pasting between systems, manually reformatting spreadsheets, and test imports create data quality issues and migration delays.
Full-Service Data Migration
Extract from Legacy Systems
We pull data from your existing platforms—even when standard export options are limited or nonexistent:
We work with database exports, API access, screen-scraping tools, or report exports—whatever it takes to get your data out safely.
Transform & Map Data
We don't just extract data—we transform it to match your new system's exact requirements:
- Field name mapping and renaming
- Date format conversion and timezone handling
- Code/ID value translation (department codes, pay types, location IDs)
- Data validation and cleanup (remove duplicates, fix formatting errors)
- Split or merge fields to match new schema
Import Into New Systems
We don't just hand you files—we help you get the data loaded into your new platform:
- Import-ready files: CSV/Excel formatted to your new system's templates
- Test imports: We run test uploads to validate data quality before go-live
- Full-service upload: We can handle the actual import process with your credentials (if desired)
- Error resolution: Fix import errors, rejected records, and validation issues
What You Get
Complete Data Extract
All data from your legacy system exported to CSV/Excel with proper formatting and documentation
Field Mapping Documentation
Clear documentation showing how every old field maps to new system fields
Validated Import Files
Cleaned, transformed data formatted exactly for your new platform's import templates
Migration Report
Summary of records migrated, data quality issues found/fixed, and validation results
Exception Log
Flagged records that couldn't be auto-migrated and need manual review
Post-Migration Support
Help troubleshooting issues discovered after go-live and data reconciliation
Common Migration Scenarios
HRIS Platform Upgrade
Moving from legacy Paychex, ADP Classic, or QuickBooks Payroll to modern cloud HRIS like Paylocity, UKG, BambooHR, or Workday.
We migrate: Employee demographics, compensation history, tax elections, direct deposit, benefit enrollments, PTO balances, performance reviews
Accounting System Migration
Transitioning from QuickBooks Desktop, Sage 50, or Peachtree to QuickBooks Online, Xero, NetSuite, or other cloud accounting platforms.
We migrate: Chart of accounts, vendor records, customer data, historical invoices, payment history, open balances
M&A System Consolidation
Merging data from acquired companies' disparate systems into your unified platform.
We migrate: Harmonize employee IDs, reconcile duplicate vendors/customers, map department codes, consolidate GL accounts
Custom Database Retirement
Sunsetting old Access databases, FileMaker systems, or homegrown applications and moving to modern SaaS platforms.
We migrate: Extract from proprietary formats, map custom fields to standard schemas, preserve historical data and relationships
Why It Matters
Reduce Migration Risk
Avoid data loss, formatting errors, and go-live disasters with validated extraction and import processes.
Faster Go-Live
Weeks instead of months. No endless manual reformatting or trial-and-error imports.
Preserve Data Integrity
Maintain historical accuracy, relationships between records, and audit trails through the migration.
Typical Migration Timeline
Discovery & assessment
Extract & transform data
Test import & validate
Final import & go-live
Post-migration support
Get started
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