XL Connector & Power Query – FinancialForce Data Migration S

At CWS Consulting, we specialize in complex data migrations for FinancialForce (Certinia) implementations, ensuring a seamless transition between legacy and new systems with minimal business disruption. Our expertise in XL Connector from Xappex and Power Query allows us to extract, transform, and load large datasets efficiently, managing system dependencies while preserving data integrity.

By following a structured, step-by-step migration process, we successfully migrated over 1 million records between two FinancialForce systems, including projects, contracts, time tracking, financial data, and configurations. Our rigorous data validation and tracking strategy ensured every record had a direct relationship between the old and new systems, providing full transparency and accuracy in the migration process.

CWS Consulting led the end-to-end migration of FinancialForce data, extracting, transforming, and loading over 1 million records across key project and financial management objects. The migration was executed within one month, with core system data loaded within a single week, ensuring a seamless transition between timecard cycles and financial reporting periods.

• Massive Data Migration Success: Migrated over 3,000 projects, tasks, Gantt data, roles, rate cards, contracts, timecards, schedules, assignments, expenses, and financial records—totaling 1M+ records.
• System Go-Live in 1 Week: Loaded all required data into the new FinancialForce system within one week, ensuring no disruption to business operations.
• Step-by-Step Dependency Management: Followed a strictly structured process to manage object dependencies and data relationships between FinancialForce records.
• ETL Automation with XL Connector & Power Query: Used advanced transformation techniques to clean, standardize, and structure data before migration, ensuring accuracy.
• Comprehensive Data Validation & Tracking: Every migrated record was mapped between the old and new systems, maintaining direct traceability and ensuring data completeness.

By leveraging XL Connector and Power Query, CWS Consulting streamlined complex FinancialForce migrations, ensuring accurate data transformation, dependency tracking, and minimal operational downtime. Our proven approach enables businesses to transition smoothly, maintain financial integrity, and optimize their new PSA environment for long-term success.