The Zeyto Migration Tool
You will be able to: Explain what the Migration Tool does and which source it supports; Walk the seven wizard steps and the review queue; Use the certificate as the sign-off page.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Zeyto has a Migration Tool for partners and support. It moves a customer's books from an old accounting system into Zeyto and then proves that nothing was lost. Today the only built source is Emeron, read from a restored SQL Server database. Other systems are planned as separate sources but are not built. It is a Windows program with a wizard and a command line, and it is downloaded as a zip from the Download page.
How it works
- It never changes the old system; it only reads it.
- Everything it writes goes through Zeyto's own posting engine, so VAT, numbering, periods and permissions apply as normal.
- Documents are replayed in date order. Anything that cannot be posted cleanly is not dropped and not guessed: it goes to Settings, Migration Review with the reason and, where safe, a proposed fix.
- Running it again is safe: nothing already done is repeated.
- Everything else from the old system, such as its activity log and stock movements, is kept read-only in Settings, Legacy Archive.
You need a copy of the customer's old data restored on a SQL Server you can reach, a running Zeyto server (the download page states a minimum version), and a Zeyto user with the Migration review permission and the right to create and submit documents.
| Step | What you do | Result |
|---|---|---|
| 1 Connect | Choose the old system, enter its location and the Zeyto address, user and password | Passwords stay in memory; they are never saved or logged |
| 2 Inspect | Read what the old database holds | List of data-quality problems |
| 3 Cleaning | Review each problem and the proposed fix or question | Questions for the accountant |
| 4 Scope | Choose dates and document types; start with a rehearsal (dry run) | Dry run writes nothing |
| 5 Run | Move the data; pause or stop at any time | Documents created, queued or skipped |
| 6 Compare | Old system against Zeyto | reconciliation.xlsx with the certificate |
| 7 Review | Open Migration Review to correct and post what remains | Queue worked down |
The certificate
The first sheet of reconciliation.xlsx is the sign-off page. The trial balance of everything moved must be exactly zero. For each document type, created plus waiting in review plus skipped must equal what the old system held. Differences in VAT, customers, suppliers, banks, cheques and discounts are each explained. The verdict SIGN-OFF READY or SIGN-OFF AFTER REVIEW means every difference is explained; NOT READY means something is not accounted for, so do not sign.
The accountant must supply the VAT periods already filed and the years to close, a decision for every item left in review, and confirmation of the account used to balance one-sided opening vouchers, which is Opening Balance Suspense, 3900. The command line (Zeyto.Migrate.exe) offers sources, inspect, masters, replay with --dry-run, reconcile, archive and audit.
Practise in the demo
- Open the Download page on the Zeyto website and find the Zeyto Migration Tool card for partners and support.
- In the demo open Settings, then Migration Review and Legacy Archive and read their descriptions. They need the Migration review permission.
- 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.
- The tool reads Emeron today, never changes the old system, and posts through Zeyto's own engine.
- Unpostable documents wait in Migration Review with a reason and a proposal.
- The certificate in reconciliation.xlsx is the sign-off page; NOT READY means do not sign.
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. The Zeyto Migration Tool can read any accounting system today.
2. What does the Migration Tool do to the old system?
3. Where do documents the Migration Tool cannot post cleanly wait?
4. Which TWO are needed to use the Migration Tool?
Select all that apply.