Switch systems
Switch systems without losing your history
Switching to Ultra is easier than you think. We take full responsibility for the move: we export all data1 from your old system, import it into Ultra and make sure no financial history is lost.
All project history incl. invoices
Switching to Ultra
Kickoff
- At the kickoff we walk through the process, who does what, and set dates for every step.
Mapping
- We map your setup, approval flows and needs.
Export
- Registers are exported from the current system by us or by you.
Company account
- We create your account, add every user and set up approval flows.
Training
- Office staff~3h
- Site staff~1h
Go-live
- We connect the finance system and import the relevant information.
- Supplier invoices are redirected.
- Staff start reporting time
Kickoff
- At the kickoff we walk through the process, who does what, and set dates for every step.
Mapping
- We map your setup, approval flows and needs.
Export
- Registers are exported from the current system by us or by you.
Company account
- We create your account, add every user and set up approval flows.
Training
- Office staff~3h
- Site staff~1h
Go-live
- We connect the finance system and import the relevant information.
- Supplier invoices are redirected.
- Staff start reporting time
We import your data
We transfer information from your previous system and combine it with data from your finance system. That means you keep the full history down to line level — projects, customers, suppliers, supplier invoices and customer invoices.
- Projects
- Customers
- Customer invoices
- Suppliers
- Supplier invoices
- ÄTA
- Diary
- Hours
- Documents
Frequently asked questions about migration
Answers to common questions about importing data and moving to Ultra.