Data Migration & Synchronisation
Data Migration & Synchronisation is a CRMconnect service managing the secure transfer of your business data-including customers, orders, invoices, and product history-through automated validation and manual checks, followed by continuous sync and dedicated HyperCare support.
Ready to discuss your migration project?
Tell us about your current setup and receive a delivery plan with stages, responsibilities, and timelines.
Data Migration & Synchronisation in your team's daily work
Secure data migration from legacy systems, continuous synchronisation, and dedicated HyperCare support post-migration.
What you gain
For whom: Companies transitioning from Excel, legacy software, or an existing CRM to CRMconnect who require zero data loss and uninterrupted operations.
- Controlled and secure migration with minimal impact on daily business activities.
- Data accuracy and integrity-guaranteed zero loss or transfer errors.
- Continuous automated synchronisation between systems, not just a one-off transfer.
- Intensive HyperCare support immediately post-migration for rapid resolution of any issues.
Delivery process
- 1Initial assessment of existing systems and strategic migration planning.
- 2Advanced data migration following enterprise-grade security standards.
- 3Configuration of complex real-time synchronisation between platforms.
- 4Ongoing monitoring and dedicated post-migration HyperCare support.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
What data can be migrated to CRMconnect?
We migrate customers, orders, invoices, product catalogues, communication histories, and all relevant operational data from your previous system.
How long does the HyperCare support period last?
It is an intensive support phase immediately following the migration, ensuring rapid response times until the system is fully stabilised and your team is confident.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.