Top Tips for Switching to Saasu
We've assembled some of the best tips from Saasuvians and our best Saasu Partners to help you have a successful migration...
- Finish off your accounts
Clean up the file you are leaving first by finishing off an accounting quarter or year end. Don't attempt to migrate before doing this. One of the important steps of migration is comparing your trial balance in your old software to Saasu once the migration is complete. When they match you are ready to go live.
- Clean up your lists
Make sure you don't have inappropriate data in any fields in your Contacts and Inventory lists in your old accounting system. A common problem we see is people storing special info they need to track in unused fields. e.g. Secondary emails stored in a home phone number field. This data won't import into Saasu as the data types don't match.
- Get your old file matching your tax return
Run a trial balance in your old system as at your last financial year end and compare to your tax return for the same date. Find the differences and fix them. This might require a conversation with your advisor and some troubleshooting. If you don't do this you could end up with your old system, your tax returns and Saasu not being lined up. That could be a problem in the future that takes a lot more time to fix.
- Use the import tools
Saasu has great tools for bringing in your contacts, chart of accounts, inventory lists, unpaid sales and purchases etc. Use them but most importantly understand what the format needs to be before importing. If you have made your own spreadsheet files for importing make sure you use the help notes in Saasu to understand the required fields we need. Try importing a file with just a few sample rows of data first to check your format works. If you have a very large data set, then import data in blocks of 1,000 items. This allows Saasu to run checks on the data as we bring it in. Large data sets can't be checked or might have too many errors and therefore cannot be processed.
- Historical years trap
Don't bring in historical transactions prior to your changeover date. Leave this to professionals. Get a partner to do the migration if that's the desire as multiple financial years over data can be tricky to line up between systems if you don't know all the differences between the systems.
- Run in parallel
Try it for a day, week, month depending on your comfort level. This will highlight any differences in workflow so you can allow for them by changing your ways or getting Saasu service to answer any "how to" questions you might have.
- Don't stop at roadblocks
If you hit a roadblock while migrating to Saasu, email us for help. Getting past roadblocks fast will keep you motivated.
- Understand your workflow
Sit down and think a bit about your business model workflow. Changing accounting systems is a great time to improve the way you do things. Saasu has features your old system won't have that can really help. Automated statements, drop shipping. A light CRM. These things may trigger new and simpler ways of getting your work done. A typical way to do workflow planning is to 1. write the steps in a numbered order for your old system. 2. write the steps you would do in Saasu 3. Test it in Saasu. The last step is essential to help you re-engineer how to best work with Saasu.
- Keep it simple
Quite often customers want to use the power of the system. We love that enthusiasm but it's worth holding back a little and easing into it. Get used to it first then build up the use of the systems capability. For example don't attempt to do a highly complex customised Invoice template on day one. Get the minimum things in you need in your move from the old system and then later you can start embedding ads for products Google maps and other cool things.
- Learn then do
It's tempting to just jump in and do things but it is worth quickly reviewing the help site to ensure you are learning correctly. It might only take 5 minutes but could save you hours of time in backtracking if you start using Saasu in the wrong way. A good example of this is Bank Recs which are different in Saasu to other software products.