How to export payment data pre migration
When your account is migrated to the new platform, we will migrate all payment data from 01/01/2023. If you wish to export payment date prior to this date we recommend the following:
From your current system go to Payment Reports, select the relevant report you want the data from.
Change the start date accordingly and set the end date to 31/12/2022 and click set date.
Once the report has generated you can export it to Excel or CSV.
If you want to take a client list pre 2023, this would be for any clients that haven’t made a payment since 01/01/2023, you can got to Clients → Client Detail Report and generate a list of clients with the required information and export it.
We would recommend that you do this for any of your regularly used reports that you will require information from pre 01/01/2023.