Cutover dry-runs and rollback
You will be able to: Plan and time two rehearsals before the final cut-over; Write a cutover schedule with a freeze window; Use Zeyto's backup, restore, reset and cancel tools in a rollback plan.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
A cutover is the weekend when the old system stops and Zeyto starts. It must never be the first time you run the migration. Plan at least two rehearsals.
| Rehearsal | Purpose | Output |
|---|---|---|
| 1 Technical | Find rejects, mapping errors, missing masters | Fix list and mapping updates |
| 2 Timed, with accountant | Run the real sequence against a recent copy, measure each step | Actual durations, reconciliation signed as practice |
| 3 Final cutover | Run with the frozen data | Signed opening position |
Rollback options in Zeyto
Rollback means different things before and after live transactions. Plan both.
| Situation | Tool | What it does |
|---|---|---|
| Test data loaded, no live work yet | Settings, Reset Company Data | Removes transactions, or also items, parties and price lists. Takes a verified backup first. Users, settings and the company profile stay |
| A bad Import Center run | Import history, Roll back | Removes what the run created (Recycle Bin or made inactive); cancels opening documents with a reversal |
| Wrong opening balances | Edit openings, or Cancel all openings | Amends or reverses the openings; blocked if a bill is already settled or a period is closed |
| Whole system must return to an earlier point | Settings, Backup, Restore | Replaces every company on the computer with the backup; anything entered afterwards is lost |
Reset Company Data needs the company name typed exactly and a backup passphrase of at least 12 characters. Restoring needs the word RESTORE typed. Zeyto saves a safety copy of today's data first. Take and restore-test a backup immediately before the final load, and keep the old system untouched and read-only for at least the first month-end.
After go-live
Once real invoices exist, going back is a business decision, not a button. Prefer forward fixes: correcting entries and adjustments approved by the accountant.
Practise in the demo
- Write the schedule for a cutover weekend for a client, with a go/no-go time and rollback criteria.
- Open Settings, then Backup and Settings, then Reset Company Data in the demo. Read the steps and warnings only.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Rehearse at least twice and time every step.
- Know which tool reverses which mistake: reset, import rollback, cancel openings or restore.
- Set a go/no-go time and rollback criteria before the weekend.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. A client finished a rehearsal with test data in the live company and wants a clean start. Which tool fits?
2. What does restoring a Zeyto backup do?
3. Which TWO statements about Reset Company Data are true?
Select all that apply.