How does Smokeball's data migration service work?

This offering is available for select firms only. Reach out to your Client Success Manager to learn more.

Data migration is the process of moving data from your legacy system to Smokeball. Throughout the process, you will coordinate with your assigned data migration specialist who will be with you every step of the way.

Our goal is to ensure we transition your data as effective and efficiently as possible.

All practice management systems are different and not all data can be migrated from one system to another, however, we will work to bring over as much data as possible.

Ensure your firm's computers can run Smokeball by checking our system requirements.

Why do a data migration with us?

Moving data from one system to another is a complex process and can be very time consuming to do on your own. At Smokeball, we have a team who specialises in the data migration field to manage, assist and drive this process, helping your firm get up and running with Smokeball fast.

Read more about our data migration process below.

  • The Migration Timeline
    Learn exactly what the migration journey entails from start to finish. This page will break down what is expected of you as a client and the steps required to have a successful data migration.

  • What data in my current system can and can't be migrated to Smokeball?
    • Our goal is to migrate as much data as possible from your legacy system.
    • There are some items that we will not be able to migrate due to legacy system limitations or simply because it is more accurate for the data to be entered manually.
      • Some of these items may be migrated in special circumstances if the relevant information can be obtained.

  • Frequently asked questions (FAQs)
    We answer the most common questions firms have asked us about data migrations to Smokeball. 
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