How long does a practice management migration take?

It depends on how much data you have and how clean it is. Book a call to confirm what a migration covers for your practice.

Can Portal 360 migrate my data for me?

Yes. The migration program is A$2,999 per practice (ex GST), and our team completes the data transfer and sets up the whole product.

How to migrate practice management software without disrupting your practice

Key takeaways

Migrate in a quieter period with a clear cut-over date
Clean your data and agree what moves before you start
Let the vendor transfer the data and set up the product

Moving to new practice management software does not have to disrupt your practice. The risk is rarely the software. It is the move itself: data that does not transfer cleanly, and a team that does not know where things are. This plan keeps both under control.

1. Choose your timing

Avoid your busiest periods. Pick a window when deadlines are lighter, and give the team a clear cut-over date.

2. Decide what moves

List the data you need in the new system: clients and contacts, entities, tasks and workflows, documents and notes. Agree what you will archive instead of migrating.

3. Clean before you move

Merge duplicate clients, fix incomplete records and close finished work. Cleaning first means you do not pay to move rubbish.

4. Trial first

Test the new platform with your own workflow before you commit. Portal 360 has a 7-day free trial on Starter, Professional and Advanced.

5. Let the vendor do the heavy lifting

The data transfer and set-up are where most projects stall. Under Portal 360's migration program, our team completes your data transfer and sets up the whole product for a fixed A$2,999 per practice (ex GST).

6. Connect your tools

Once your data is in place, connect your accounting software, email and files. Follow the integration order checklist.

7. Check, then switch

Spot-check a sample of clients, jobs and documents against the old system. When you are happy, switch the team over and retire the old tools.

Read how to choose practice management software in Australia and see how Portal 360 compares with others.

Frequently asked questions

How long does a practice management migration take?: It depends on how much data you have and how clean it is. Book a call to confirm what a migration covers for your practice.
Can Portal 360 migrate my data for me?: Yes. The migration program is A$2,999 per practice (ex GST), and our team completes the data transfer and sets up the whole product.

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