{"id":19645,"date":"2023-02-19T10:00:00","date_gmt":"2023-02-18T23:00:00","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=19645"},"modified":"2023-02-20T09:56:08","modified_gmt":"2023-02-19T22:56:08","slug":"february-update-making-your-onboarding-journey-with-data-migration-simple","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/february-update-making-your-onboarding-journey-with-data-migration-simple\/","title":{"rendered":"February Update: Making your onboarding journey with data migration simple"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n\n\n\n\n\n\n\t<div class=\"content-row row no-padding-top\" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<h3 data-renderer-start-pos=\"12\"><span class=\"TextRun SCXW181874901 BCX4\" lang=\"EN-US\" style=\"font-size: 18pt\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW181874901 BCX4\" data-ccp-parastyle=\"heading 1\"><span class=\"EOP SCXW164052380 BCX4\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\"><span class=\"NormalTextRun SCXW85751225 BCX4\" data-ccp-parastyle=\"heading 2\">G<\/span><span class=\"NormalTextRun SCXW85751225 BCX4\" data-ccp-parastyle=\"heading 2\">ain<\/span><span class=\"NormalTextRun SCXW85751225 BCX4\" data-ccp-parastyle=\"heading 2\"> greater control over your projects with all your <\/span><span class=\"NormalTextRun SCXW85751225 BCX4\" data-ccp-parastyle=\"heading 2\">project<\/span><span class=\"NormalTextRun SCXW85751225 BCX4\" data-ccp-parastyle=\"heading 2\"> and financial data in one central location<\/span><\/span><\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Every practice has a range of data being used to manage staff, projects, and the business. You need to have confidence in your accounting and project information, so you can manage your profitability. That\u2019s where Synergy comes in to help.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">However, it can often be time-consuming and confusing to move your data into a new system; especially if you\u2019re a large company with complex financial and transactional data.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To help, we\u2019ve created a set of advanced importing tools that we\u2019ll use behind the scenes to make everything quick and easy for you, which is available as an additional service. \u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">All you\u2019ll need to do is export your existing data from where it\u2019s currently saved into Excel. If you\u2019re using Excel now, you\u2019re already a step ahead in the process. From there, you simply send it to our dedicated and experienced Implementation Team, and we\u2019ll work with these new tools to import your data into Synergy, so you can get on with the business at hand.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This means you can not only adopt Synergy with greater confidence, but also enhance your efficiency by having your historical financial data and records in one central location. It\u2019s all part of our ongoing commitment to give you back more time for design.<\/span><\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Enhancements to our Knowledge Base to give you the guidance you need \u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">The team has been working hard to update our Knowledge Base over the past few months and we have now released a number of the new sections, including Getting Started, Product Help &amp; Support, Synergy Add-Ons, Updates, and Migrations. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">These are only some of the new sections we\u2019ll be adding as we continue our updates. We look forward to releasing more sections and being able to enhance your learning experience. We would love for you to have a look, read, and learn with the new articles and let us know what you think!<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Other Improvements\u00a0<\/span><\/h3>\n<p><span class=\"TextRun SCXW247521867 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW247521867 BCX4\">We\u2019ve<\/span><span class=\"NormalTextRun SCXW247521867 BCX4\"> also added a variety of fixes and improvements. For a full list of changes introduced in this release you can download the release notes below.<\/span><\/span><span class=\"EOP SCXW247521867 BCX4\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-26ce0eec-bb4f-409f-93ad-ebf680da2c07\">\n\t\t<span class=\"hs-cta-node hs-cta-26ce0eec-bb4f-409f-93ad-ebf680da2c07\" id=\"26ce0eec-bb4f-409f-93ad-ebf680da2c07\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/26ce0eec-bb4f-409f-93ad-ebf680da2c07\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-26ce0eec-bb4f-409f-93ad-ebf680da2c07\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/26ce0eec-bb4f-409f-93ad-ebf680da2c07.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '26ce0eec-bb4f-409f-93ad-ebf680da2c07', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t \n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<span class=\"hs-cta-node hs-cta-19a2351c-9921-4361-b943-4dae140daf3b\" id=\"19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-19a2351c-9921-4361-b943-4dae140daf3b\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '19a2351c-9921-4361-b943-4dae140daf3b', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t<\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Join the conversation <\/span><\/h3>\n<p><span class=\"TextRun SCXW121047018 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW121047018 BCX4\">Are you already using Synergy to enhance your project management? Then join the <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">online <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">Synergy community to talk with us and industry peers about how to <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">achieve <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">your best <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">results, get advice, share ideas<\/span><span class=\"NormalTextRun SCXW121047018 BCX4\"> and feedback<\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">, and more.<\/span><\/span><span class=\"EOP SCXW121047018 BCX4\" data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-f7c7d810-57f5-4053-8a51-7d7c93e67708\">\n\t\t<span class=\"hs-cta-node hs-cta-f7c7d810-57f5-4053-8a51-7d7c93e67708\" id=\"f7c7d810-57f5-4053-8a51-7d7c93e67708\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/f7c7d810-57f5-4053-8a51-7d7c93e67708\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-f7c7d810-57f5-4053-8a51-7d7c93e67708\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/f7c7d810-57f5-4053-8a51-7d7c93e67708.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, 'f7c7d810-57f5-4053-8a51-7d7c93e67708', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t\n<p><!-- end HubSpot Call-to-Action Code --><\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Adopting a new system can seem like a daunting endeavor. We\u2019ve been busy working on new technologies and are introducing a new advanced importing tool to make the process of moving your more detailed project data from your system into Synergy as simple as possible. <\/p>\n","protected":false},"author":1,"featured_media":19648,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[4],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-19645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>February Update: Data migration made simple<\/title>\n<meta name=\"description\" content=\"We 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