Service /02 · Legacy System Data Exports
Legacy System Data Exports
Take your records with you.
Extract records and attachments from older software, then clean and map the data into agreed export files. Start your transition with data you can inspect and reconcile.
Sound familiar?
“We’re switching software and need our records.”
Your outcomeStructured records and attachments, ready for the next step.
- Customer records from a system with limited exports
- Case histories and their linked attachments
- Operational data needed before a software contract ends
Mapped export package
Legacy record system → Mapped export package
exports/customers.csvexports/attachment-manifest.csvvalidation/record-counts.csvThe handover
What you receive.
- An inventory of accessible records and attachments
- CSV, JSON, or another agreed export format
- Field mapping and data cleaning rules
- Stable IDs linking records to their attachments
- Record counts, validation checks, and exception reports
A clear scope from the start.
Service boundaryThe core offer is extraction and migration preparation. A complete migration requires separate scoping of the destination, imports, field mapping, and validation.
The system, access requirements, volume, and deadline determine the approach and quote. A representative pilot comes first.
A useful first brief
What to bring to the walkthrough.
These details help define a representative pilot. An anonymized example is enough to start; access can be arranged after we agree on the scope.
- The source system, accessible record types, and attachment volumes
- The destination import specification, if one is available
- Source counts, required fields, and the software cutoff date
How we get there
A pilot before the full build.
Define a useful result.
Show me the repetitive task, the tools involved, and what your team needs to receive. Agree on what success looks like.
Verify it on real examples.
Test a small, representative batch. Check access, output quality, and the awkward edge cases.
Put the workflow to work.
Implement the agreed scope with validation, run logs, retries, and clear exceptions.
Keep the result in your control.
Receive the code, setup instructions, and a walkthrough. Agree on any ongoing maintenance.
Questions about this service.
Does this include importing into the new software?
The initial scope covers extraction and migration preparation. Destination imports and end-to-end migration validation are quoted only after the new system and requirements have been reviewed.
What if the software has no export button?
We first check available APIs and built-in exports, then assess an authorized browser workflow if needed. A small pilot establishes what can be retrieved reliably.
How do we know the export is complete?
We agree on source counts and validation rules, reconcile exported records and attachments, and report any gaps rather than silently treating them as complete.
Read the practical guide: A data export checklist before you leave a legacy system
Start with one workflow.
Tell me the repetitive task and the result you need. We’ll define a small pilot, check it against real examples, and agree on the full scope.