Start by Qedara
ROEN
Qedara / Start

START BY QEDARA

Assisted migration

Prepare to transfer partners, documents and opening balances to Qedara Start.

START WITH THE RECORDS YOU HAVE

A prepared transition. A checked starting point.

We discuss migration from SmartBill, Saga, ContApp or Excel/CSV files based on available exports. Together, we define what to transfer and when to start working.

SmartBill, SAGA, ContApp or Excel files: we establish what can be exported, imported or needs preparation. Timing depends on data format and quality.

  1. 01

    Assess the exports

    Partners, invoices, chart of accounts and balances.

  2. 02

    Map and review

    Match the fields and check a sample of imported records.

  3. 03

    Set the transition date

    Validate opening balances and the limits of available history.

  4. 04

    Configure the workspace

    Company, team, SPV and the review workflow before use.

What to prepare for the discussion

  • Your current application and available export formats.
  • Companies, partners, documents and balances to transfer.
  • Start date, closed periods and acceptance checks.
Discuss migration