Merge Data Services : Existing Customers
Merge data services
Our teams provide full support, guiding you from assessment to final integration, and ensuring your system's performance and reliability are protected. With our expertise, you achieve efficient data integration that enhances business operations and decision-making.
Our project managers lead the integration of data and provide follow-up services. This ensures that your colleagues, who are new to the product modules, receive the necessary training and support.
For existing customers, we provide a range of options for populating your CCH solution with additional business data.
Our Central Merge implementation consultancy sessions assist when onboarding data into your existing CCH database. Conducted before your live merge project, these sessions help align data between your systems, reducing merge time and interactions during project delivery by making decisions in advance.
In the case of data from a recent acquisition, there may be uncertainty about the quality and consistency of the data. It is recommended to allocate additional time to ensure that the incoming data matches the quality of your existing system.
Based on our experience, it is not uncommon for some customers to consolidate their WIP and Debt balances separately from their primary data. This is due to established procedures for month-end reporting verification and the timing associated with transitioning to the CCH database. If your project requires this, please inform your account manager as additional services will be needed for a second out of hours merge into the live system.
To accommodate the common scenarios our customers have asked for services which merge into their existing CCH solution we have the following options, in each of the below services the source data is from a single source of data from the approved list of competitor software unless specified.
Typically multiple sources are where customers have their primary data in one system and their Fees in another.
| Standing Data to CCH (10127130) | Standing and PM Data to CCH (10127131) | Standing and PM Data to CCH - on list multiple source (10127132) | Central to Central – Standing and PM from a single CCH Central (10127232) |
The below images represent typical milestones of a service and are not representative of a project schedule.
* Customers requesting the merge of business WIP & Debt as a separate event will be subject to an additional fee.
- Where the source data is from multiple source systems or from a competitor not listed here Analysis and scoping services are mandatory.
- Further information on what data is included in our standard conversion projects for standing and practice management data is available in this section please review and if you have any questions contact your account manager.
If your business needs are not listed, please contact your account manager to arrange a scoping session with our teams.
Note: Due to the nature of this service, downtime on business systems will need to be factored into delivery schedules.
Data migration Note: CCH OneClick customers in both the target and source systems will require additional services to facilitate the transition.
Practice management data - WIP & Debt positions
There are two options for converting WIP and Debt into your system:
- Open transactions, to include unbilled WIP, unpaid bills, and unallocated cash.
- Enables detailed transfer of outstanding WIP transactions to the CCH Suite, maintaining reporting levels by initial entry date, employee, WIP type, and service recorded against, where this level of detail is logged.
- Customers often choose this option when they can transfer detailed records to the new system. This normally takes place after they have completed their month end procedures.
- Open balances only for WIP and Debt as per client.
- Customers can start in the CCH Suite with a top-level outstanding WIP balance for each client when detailed WIP transaction records are unavailable.
When selecting the "go live" date, consider the current end-of-month processes, ensure month end procedures such as, timesheets and billing are completed and finalised.
If WIP and Debt need a separate conversion, additional services will be required to offline the database. This will incur extra charges, including possible out-of-hours fees.
Note: Transactional history of WIP and Debt, are not included.