This article will guide you step by step through a successful migration and everything you need to complete it. Thanks to a straightforward data transfer process, you can avoid complex adjustments — your data will remain in its original format. There are two basic migration options: using a dedicated add-on or manually transferring the data.
Preparing for migration and creating a cloud instance
Before you begin, you must have a cloud instance set up. If you do not have one yet, please contact our sales team, who will prepare a cloud environment tailored to your needs. The pricing proposal will be customized based on your chosen licence configuration. If your payments are settled by December 31, you can switch to the cloud from January 1, 2026, or migrate immediately with billing deferred to the following year.
Add-on for data transfer from a Windows server
We recommend using the add-on tool for easy data transfer from a Windows server. Simply download the prepared .bat file and connect it to your server. This tool ensures that your server automatically creates backups of individual companies in your instance and uploads them to the cloud. You can download the add-on here.
Manual data transfer
The manual data transfer method is universal and can be used on all platforms. It involves the following steps:
In your existing instance, create backups of all companies you want to migrate.
Log in to the cloud instance and restore each backup one by one, selecting the production company option.
Once the transfer is complete, user passwords are automatically reset. New passwords must then be set for each company in the Users agenda. A detailed guide to data restore can be found here: Web / Desktop.
If you use the desktop application, you will need to update the data source to make it compatible with the cloud instance.
Important information for a smooth data transfer
Backup schedule: We recommend creating backups when no one is actively working with the data. This ensures that all data is transferred in its current state without any discrepancies — for example, after business hours or over the weekend.
Third-party integrations: After migration, you will need to update the connections to external applications (add-ons) with the new server address and company ID. Contact the application vendor for assistance if needed.
Data storage size on the cloud: The size of data stored on the cloud is billed according to the current price list (from 1 GB upwards). For more information, please contact the sales team at obchodflexi@abra.eu.