Bringing your data across

A property’s history is the whole point of Briesa, so migration is the part we take most seriously — and the part where we would rather be honest than optimistic.

What carries well

• Properties and addresses: the spine. These come across cleanly and are the first thing to move.
• Contacts and their roles: vendors, purchasers, landlords, tenants and their solicitors, tied to the engagement they belong to.
• Live engagements: campaigns and management periods running now, with their agreements attached.
• Trust balances: as an opening position at a date you nominate, reconciled before you start.

What carries badly

• Free-text notes: they arrive, but they arrive as text. Anything structured in your old system that was really a note stays a note.
• Historical trust movements: most systems do not export them in a form that reconciles. We bring the balance, and your old system stays readable for the retention period.
• Documents without a property: if a file was never filed against an address, we cannot invent one.

The order

1. 01

   Properties first

   Every address, with its history where the export has it.

2. 02

   Then contacts

   So the engagements have parties to attach to.

3. 03

   Then live engagements

   The campaigns and tenancies running now, and nothing that has closed.

4. 04

   Then trust, on a date

   An opening balance at a reconciliation you have already signed off.

5. 05

   History last, if at all

   Closed engagements are useful but never urgent. They can follow for months.