Recognizing that your sales and expense details currently exist in Excel format, our goal in the migration process is to transform these files into a standardized format, ensuring a smoother transition and reconciliation.
The migration process unfolds through four distinct stages, as elaborated below:
Step 1: Onboarding to SaasAnt Migration Portal: Access the Migration Onboarding Form
After the webinar demo, you will receive an invitation to enter the SaasAnt Migration Portal, initiating the onboarding process.
Step 2: Migration Template & Upload to SaasAnt Migration Portal: Utilize the Migration Template
Drawing from the knowledge gained during the demo and our expert guidance, you will populate the migration template with your data and proceed to upload it to the SaasAnt Migration Portal.
Step 3: Data Validation & Transfer: Validate Your Data
Should you encounter any challenges or require assistance at any point, feel free to reach out to us at [email protected]. We are here to support you throughout the migration journey.