Because data is saved differently and the integration methods vary in each accounting package, if you are planning to, or have switched accounting systems, then you should be aware of how that effects your Calxa data. First of all please refer to the FAQ, What accounting software works with Calxa? to confirm your new accounting system is supported. If it is supported, then this help note will guide you in migrating your existing data. If you have any difficulties remember that our Customer Support team is only an email or phone call away, or our Accredited Partners can help with onsite assistance.

Summary Checklist

This is a summary of the required steps. See additional headings below for details on each of the required steps.

  1. Create a New Organisation

  2. Export existing budgets from old company & import to the new company

  3. Copy your Account Trees from the old company to the new company

    1. Map any unallocated accounts

  4. Map Business Units in Business Unit Trees

  5. Map accounts for custom KPI Account Groups

  6. Review Cashflow Settings on the new organisation

  7. Reconfigure report bundles

  8. Map user permission to the new organisation

Create a New Organisation

  1. Create a new organisation in Calxa by connecting to your new accounting software, add it to the same workspace as the original file so that you can copy settings across the organisations.

Export Existing Budgets

You will need to open your old organisation and repeat the export steps below, for each of the budget versions/organisations you wish to transfer.

1. Export the budget from your original file The Budget will export to your default Downloads folder as specified for your browser.

2. It is important to note that each accounting system formats the account numbers and account names differently. therefore we need to copy the correct format for the new accounting system, so that the budget can be imported correctly.

Go to the new organisation and Export a blank Budget by choosing the same parameters and ensuring that you toggle on the Export empty rows option.

3. Open both budgets in Excel and working in the original budget, update by matching the Account numbers & Account Names and Business Unit Numbers & Business Unit names with the details from the new accounting system to overwrite the old data.

Import Budgets

Import the updated budget to the new organisation. Browse to find the budget by clicking on the Import File Folder icon.

Choose which budget you wish to import the information to and the sheet name from the Excel file, click import budget

Copy Account Trees

If you had created custom Account Trees in your existing organisation then you will need to copy them to the new organisation, for full details see Copy Account Tree.

Accounts selected need to be dragged onto the headers they are to come under in the Account Tree, the header will outline in orange to show where you are placing the account. For more details see this help section: Account Trees

Map Business Unit Trees

If you use Business Unit trees they'll all be reusable, however you'll need to map the new companies Business Units to the structure. This will mean you have both the old and new companies business units in the tree but in time you can remove the old ones. For more details see this help article: Business Unit Trees

Map KPI Account Groups

If you had created custom KPI Account Groups to use in KPI formulas then you'll need to edit each custom Account Group and map the accounts for the new organisation. For more details see this help article: Account Groups

Review Cashflow Settings

If you are using Calxa to prepare a Cashflow Forecast you'll need to browse to Budgets & Cashflow -> Cashflow Settings and review the left hand menus and match the new companies settings to the old. For more details see this list of help articles: Cashflow Settings

Reconfigure Report Bundles

Your existing Report Bundles are configured to report on the old organisation. These need to be updated to report on the new organisation. You may wish to consider creating copies of the bundles so you have the old as a reference and the new for reporting going forward.

  • To copy a bundle see the Edit a Bundle help article.

  • Then edit each report in the bundle and configure the criteria to use the new organisation.

Map User Permissions

If you've got additional users invited to your workspace who are not Co-Owners or Full Access workspace users you'll now need to make sure these users have been granted permissions on the new organisation. For more details see this help article: Set User Permissions

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