Setup from Excel
To be discussedYou send us your spreadsheets. We load your clients, your sites, your contacts and your contracts into your instance, we configure your SLAs and your taxes, and we train your team.
Migration
The migration, we are the ones who do it
Changing PSA is frightening because most vendors hand you a CSV template and wish you luck. We pull your data out, load it into your instance and have you validate it before anything gets unplugged. Fixed fee, quoted in advance.
How it goes
Three steps, and your old system stays up until the very end
- 01
We look at what you have
A call, an export, and we tell you straight what carries over well, what carries over badly and what is not worth carrying over at all.
- 02
We build your instance alongside
Your current PSA keeps running the whole time. You validate the data in your new instance before we even talk about switching.
- 03
We switch on the date you pick
One final pull of the last day's data, and you open your week in OKTO PSA. We stay on the line for the first few weeks.
What carries over
Your history comes with you
You built this data over years. It does not stay behind in the old system.
- Clients, sites and contacts
- Tickets and their history
- Billing history
- Contracts and remaining blocks of hours
- Assets attached to sites
- Your SLA calendars
Migration from an existing PSA
To be discussedWe pull your tickets, your clients, your billing history and your contracts out of your current PSA. We do the work, not you.
Migration, questions
Migration questions
On timelines, on history, and on what happens when your data lives in Excel.
Your question is not here?
Write to us. Someone in Trois-Rivières answers, not a chatbot, and the answer comes in less than one business day.
Ask your questionThe timeline depends on the volume and on the shape your current data is in. We set the plan and the switchover date with you before we start, and nothing gets unplugged until you have validated it.
No, that is precisely what the migration package is for: clients, sites, contacts, tickets, billing history and contracts all carry over.
That is the most common case among MSPs our size. Setting up from spreadsheets is a fixed fee, quoted in advance.
Not yet. Self-serve CSV import has not shipped. That is one of the reasons the migration is done by us, at a fixed fee, rather than left on your plate.
Send us an export and we will tell you what it looks like.
No strings attached and no charge. We will also tell you honestly if your situation is more complicated than most.
OKTO Solutions, Trois-Rivières, Quebec