From now on you can move (migrate) a company including the archive from one Basecone environment to another in Basecone, with the role Superuser.
This applies only for companies in Exact Online (NL), Twinfield, Boekhoudgemak & Multivers, Visma AccountView and Xero. You can only move a company within the same accounting system, not from Exact Online to Twinfield, for example.
Only when this has been completed, the company in Basecone can be transferred.
The new environment in Basecone must also have a subscription.
Current office
Companies
Under the tab Companies in Basecone, below the heading + Add companies a new heading is available, called + Migrate companies.
Click on this heading to enter the Migration overview menu. In this overview you can see all past and future actions that you can do as a Superuser for a migration.
Migration overview
There are two tabs in the Migration menu, the Migration overview and the Migration actions. In the Migration overview you see three parts:
Start a new migration: here as a Superuser you can start a new migration, if you want to move a company from your environment to another environment, or if you have received a migration request from a different environment.
Companies that have already been offered for a migration: here you see the overview of companies that have already been offered for a migration, per company the date, company name, email address of the company, expiry date of the migration request, transfer code and the status of the migration is visible.
You can also revoke the offered migration here by clicking the Revoke button. On top of these fields is a search field, in which you can search for companies or one of the other fields.
Company received for a migration: here you see the overview of companies received from another Basecone environment for migration, per company the date, company name, accounting system and the status of the migration is visible.
On top of these fields is a search field, in which you can search for companies or one of the other fields.
Migration actions
By clicking on the button Start new migration mentioned earlier, or by clicking on the Migration actions tab, you will enter the menu with Migration actions. Here you can start a new migration, there are two choices:
Move one or more companies to another office
Bring in one or more companies to my office
Move one or more companies
Click on Move one or more companies to another office and click Next, you will now reach the checklist. Here are two important things to check before proceeding with the migration:
Authorizers, like the other users, are not transferred to the new environment.
Before you move the company, check if the authorizers are not present in a authorization Workflow.
Click Next when you have checked these two things. In this step you can indicate which companies you want to migrate to another environment.
First select the accounting system in which the company is located, then select the company.
You can move multiple companies at once, but only if it is moved to the same Basecone environment.
Click Next if you have selected the companies. Here is the overview of the companies you have selected shown, and you can add the email address of (one of the) Superusers of the new environment underneath.
This person or persons will receive an email with a transfer code for this migration, and further instructions to complete the migration. You will receive a copy of this email from the applicant. After agreeing to the Terms, you can send the mail from Basecone.
The Migration overview now shows the newly selected companies that have been submitted for migration. The new Basecone environment receives the transfer code via the specified e-mail address, and can migrate the companies to his Basecone environment.
In this overview below you can see the date of request, to which e-mail addresses the transfer code have been sent, the transfer code itself and the expiry date of the transfer code (which expires after 15 days).
You can still cancel the migration if necessary using the Withdraw button:
