Data migration for funeral agencies
Your software changes, Your history stays with you.
Data, forms, designs and working routines: we plan your move to RESTinCloud with you and manage the process. With a tailored approach, from the first assessment to training your staff.
A dedicated move for agencies using
Fenice
Funeral Business Expert
Eterno
OnoranzeFunebriCloud
Gestio Cloud
These names identify the source software. They do not imply a partnership or affiliation with the respective vendors.
EXPORT → IMPORT
Your past work matters. Bring it with you.
We start with an inventory of your records and agree what to transfer, how to check it and where to find it in RESTinCloud.
Cases and contacts
Funerals, deceased people, family contacts, entitled parties, customers and suppliers: we restore the relationships that support your work.
Administrative documents
Invoices, receipts and financial data: we check formats, content and field mappings before importing.
Registers and forms
Public security registers, case documents and print templates: we organise recovery and configuration.
Memorial cards and notices
We recover available materials and prepare your templates for reuse in the new design workflow.
Media and attachments
Photos, files and documents: we also check attachments and how they connect to cases.
History and statistics
We assess available historical records to support continuity in searches and analysis of transferred data.
RESTinCloud / START
Five steps. One team beside you.
Software should adapt to your agency. That is why we begin with how you work.
Talk to us on WhatsAppUnderstand your workflow
We listen to owners and operators, study your needs, tasks and daily routines. Together, we define what your agency really needs.
Export, import and check
We examine the previous system's records, prepare the transfer and check completeness, duplicates, relationships and attachments. The scope is agreed before setup begins.
Build your RESTinCloud
We design a module for your agency, with tailored views, workflows and print templates. We can add printing automation after checking your devices and processes.
Train your whole team
Full training days, practical exercises and step-by-step support help each person work independently. Trainers and support remain available after launch.
Enter the data for you
Our optional Data Entry service can configure forms and memorial design drafts, enter contacts and load price lists. You provide the materials; we handle the preparation.
Available records, readable files and authorised access determine what can be recovered. Content, timing and services are defined after the initial assessment.
Questions before you move
Must I ask my previous provider to export the data?
Not necessarily. We check which exports, archives and backups your agency can already access and prepare an authorised recovery process. Provider cooperation can help, but it is not the only route.
Can you transfer all my data?
Our goal is to recover the information that supports your business. We first examine data, formats and attachments, then explain what can be transferred and what may need rebuilding. We do not promise before checking.
How long does it take, and how is the move organised?
That depends on the size and quality of your records, customisation and training needs. We agree a schedule, checks and a switchover date around your agency's work.
Can you prepare forms, designs and price lists too?
Yes. We can include Data Entry and configuration of the materials you provide: forms, design templates, contacts and price lists. Tasks and content are agreed as part of your setup project.
RESTinCloud
The first step is a conversation.
Tell us which software you use and what you would like to simplify. We will plan your move to RESTinCloud together.
