When changing your back office systems an important consideration will be what to do with your existing client data. Whether this is held in another back office system or whether you use spreadsheets, it should be possible to transfer the data to your new system without too much difficulty. However it is worth pointing out that the transfer of data from one software package to another is a specialist IT process, which should only ever be carried out by a data transfer specialist. Quay Software currently recommends Data Transfer Services (DTS).

In order to help you make your decision, Quay Software and DTS have jointly prepared a useful guide "What is Data Transfer?" This guide will explain the process of transferring and cleansing your data and help you to avoid some of the more common pitfalls.