Migrate To Accounting Data as a Service™
Welcome to the Accounting Data as a Service™ migration guide. Whether you've partnered with another financial data integration provider or have built your own integrations, you're in the right place.
Our self-managed migration process allows you to effortlessly transfer your existing customer connections to Accounting Data as a Service™ without requiring them to go through the reauthorization process. This guide will walk you through the steps to ensure your transition is as smooth as possible.
Why Migrate to FIS® Accounting Data as a Service™?
- More Data Coverage: Expand your data collection with comprehensive coverage across various platforms and services.
- Analytics Insights: Gain invaluable insights into your business data through Accounting Data as a Service's robust analytics features.
- Enhanced Normalization: Benefit from standardized data formats, making it easier to integrate and analyze information.
Migration Checklist
Before diving into the migration process, ensure you have the following:
- Client ID and Secret used when obtaining tokens for each business.
- Business names and the accounting service providers (ASPs) they are connected to.
- Access Tokens from all ASPs.
- Refresh Tokens from all ASPs.
- Account ID, Business ID, Realm ID, or Tenant ID of the ASPs.
Migration Process
Self-Managed Migration
Accounting Data as a Service™ offers a self-managed migration feature that allows you to independently handle the transition of your business connections via our API.
Pre-Migration Steps
-
For Competitor Users:
- Contact Your Existing Provider: Securely request access to your authorization keys.
- Provide Key Information: Submit the acquired keys to Accounting Data as a Service™ through a secure channel.
-
Data Preparation: Compile all necessary data and token information as per your existing service provider (see the table below for details).
Note:
Automatic migration cannot be done for these Service Providers:
QuickBooks Desktop
Oracle Netsuite
Sage Intacct
For these providers, contact us for more details.
Required Information by Service Provider
Service Provider | Required Information for Migration |
---|---|
QuickBooks | Access Token, Refresh Token, Realm ID |
Xero | Access Token, Refresh Token, Tenant ID |
FreshBooks | Access Token, Refresh Token, Account ID |
Wave | Access Token, Refresh Token, Business ID |
Sage Business Cloud | Access Token, Refresh Token, Business ID |
Dynamics 365 Business Central | Access Token, Refresh Token, Company ID |
Plaid | Access Token, Item ID |
Square | Access Token, Refresh Token, Location ID |
Shopify | Access Token, Refresh Token, Shop ID (e.g., .myshopify.com) |
Note: Based on the table above,
accountId
in the API refers to different IDs such asRealm ID
,Tenant ID
,Account ID
, etc., depending on the service provider.
How to Perform a Self-Managed Migration
-
Create or Retrieve a Business: Begin by either creating a new business with
POST /v2/businesses
or retrieving an existing business usingGET /v2/businesses
to obtain thebusinessUuid
. -
Initiate Migration: Use the
POST /v2/businesses/{uuid}/connection/migrate
endpoint to migrate the business connection. Replace{uuid}
with thebusinessUuid
obtained in the previous step.Request Example:
POST /v2/businesses/{uuid}/connection/migrate
Body Parameters:
{ "serviceName": "quickbooks", "accessToken": "string", "refreshToken": "string", "accountId": "string" }
Replace
"serviceName"
,"accessToken"
,"refreshToken"
, and"accountId"
with the respective details for the connection you are migrating. Ensure that the refresh token has not expired before initiating the migration. API Reference can be found here. -
Trigger Data Synchronization: See Queue Data Sync for more details.
-
Verify Data Transfer: Make API requests to the respective data endpoints to ensure all data has been correctly transferred.
Potential Issues and Troubleshooting
Below are some potential problems that you could encounter during your migration to Accounting Data as a Service™, along with suggestions for resolving them.
Issue | Description | Suggested Resolution |
---|---|---|
Invalid Tokens | Access or Refresh Tokens provided are not valid | Double-check the tokens for any typos |
Expired Tokens | The Access or Refresh Tokens have expired | Request new tokens from the service provider |
Missing Data | Some necessary data is missing in the form submission | Double-check the form for completeness |
Incorrect Tenant/Realm ID | The Tenant ID or Realm ID provided does not match with the service provider | Verify the ID submitted with the business or reauthorize using Accounting Data as a Service™ |
Post-Migration Data Sync Issues | Data does not seem to be syncing correctly after the migration | Contact Accounting Data as a Service™ support team for troubleshooting |
Application Errors | Receiving unexpected errors in the application after the migration | Report errors to FIS® Accounting Data as a Service™ support for resolution |
Data Not Retrieved | Data not retrieved for certain data types | This could be due to missing scopes. Check each service provider's documentation for required scopes and possibly reauthorize |
If you run into an issue not covered here, please reach out to our support team for personalized assistance.
Other Migration Alternatives
If the self-managed migration process isn't suitable for your needs, another alternative is to implement Accounting Data as a Service's connection flow into your application. This involves setting up the Accounting Data as a Service™ connection process and inviting your businesses to reconnect their service providers through this new flow.
Advantages
- Complete Control: You have complete control over the user experience.
- Immediate Authorization: Businesses can connect immediately without waiting for a scheduled migration.
- Refreshed Data: By having businesses go through the authorization flow again, you ensure that all data permissions and scopes are up-to-date.
Steps to Implement
- Implement Accounting Data as a Service™ Connection Flow: Follow the documented steps here.
- User Notification: Notify your businesses about the update and guide them to reconnect their accounts via the new flow.
Frequently Asked Questions (FAQ)
- How long will the migration process take?
- For Self-Managed Migrations, you can check the status of the data synchronization process. For Managed Migrations, the duration varies. Consult with our team for an accurate timeframe.
Get Support
For any migration-related queries or issues, contact our support team.
Helpful Links
Updated about 1 month ago