Free Agent data?

Free Agent data?

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I have a client who wants to switch to Xero, they are incorporating the business so would need to switch subscriptions anyway I imagine, but they would like access to the data for historical purposes (price comparisons etc).

What have other people done in similar instances? I suppose the sole trader data could be imported into Xero for comparison purposes only but could get a little messy?

Any opinions welcome, thanks.

Replies (3)

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By petersaxton
07th Mar 2014 05:44

Two subscriptions?

This is always the problem when software is charged on a time basis.

They can always export the date and refer to it in the raw form if it will get too messy in Xero.

I would just keep a record. Historical comparisons are overrated.

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By MissAccounting
07th Mar 2014 09:20

Thanks Peter.  It certainly

Thanks Peter.  It certainly is an issue with cloud software as if it was desktop based you could keep the old software installed for comparison purposes.  Perhaps the cloud providers could offer a read only subscription for a few quid a month to cover the hosting and bandwidth?

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By Maslins
07th Mar 2014 09:28

Email FreeAgent's support. 

Email FreeAgent's support.  Whilst I think it's not an official offering, on a fair few cases we've seen them mark an account as "read only", whereby the user can continue to access the data to see stuff, but can't make any changes...and I believe they do this for free.  Admittedly where I've seen this it's typically been (say) a sole trader FreeAgent user wanting to become a Ltd Co FreeAgent user, rather than moving to a different provider (may or may not be relevant!).

Alternatively there's the data export feature which chucks everything into a CSV.  Not the most user friendly thing, but it's all there.

Alternatively still just do screen prints/similar of all the relevant pages you think they might need.

Query only on a related theme...why not use FreeAgent for the Ltd Co?  What do they feel Xero offers that FreeAgent doesn't? (disclosure - I have no direct financial involvement with FreeAgent but freely admit we work closely with them)

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