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Move to Zyntra OS

Move to Zyntra OS from the system you use today

The move is built into Zyntra OS: sign in to your old system, or give it your old system's export file, and your books and your CRM come across once — without retyping them.

Talk to us See the prices

Two ways in

Choose the one your old system offers.

By signing in — your books

QuickBooks Online, Xero, Odoo, Zoho Books, Microsoft Dynamics 365 Business Central and Sage Business Cloud Accounting.

By signing in — your CRM

HubSpot, Salesforce, Odoo, Zoho CRM and Microsoft Dynamics 365 Sales.

By an export file

The books from Odoo, Zoho, Sage 50 and Sage 300, and the CRM from Odoo and Zoho, read from the files those systems export.

See it working

Pictures of a made-up company, taken from Zyntra OS itself.

  1. Choose your old system

    Setup › Import from your old system: the company, then the system its books are in — by a sign-in, an API key or an export file.

    Zyntra OS, importing the books from QuickBooks Online, Xero or Odoo

  2. Your clients and deals too

    The CRM comes the same way: HubSpot, Salesforce, Odoo, Zoho CRM or Dynamics 365 Sales.

    Zyntra OS, importing clients and deals from HubSpot, Salesforce or Odoo

  3. Or bring the export files

    One file per list — the trial balance, customers, vendors, items, open invoices and bills — each with its columns matched before anything is written.

    Zyntra OS, Zoho export files read with their columns

  4. See it before it comes in

    Each old account matched to yours, what is new, the open invoices and bills, and the opening entry — nothing is written until you press «Bring them in».

    Zyntra OS, the preview of the old books on the cut-off day

What comes across

Once, without retyping it — and only what you choose.

Your accounts

Each old account is mapped by a person to one of your Zyntra OS accounts — none is guessed, none is made.

Customers, vendors and items

Your customers, vendors and items, each brought once.

One opening entry

Your trial balance at the date you choose, with each open invoice and bill as a line of it, posted once.

Clients, contacts, leads and deals

Companies become clients, contacts their contacts, open leads become leads, and each deal lands in the stage a person mapped it to.

Your old system is only read

Nothing is changed there, and nothing is written here until you say so.

Read only

Zyntra OS only reads your old system; nothing is changed or deleted there.

See it first

A preview shows what will come; it writes nothing.

Checked to the fils

The opening entry is refused unless its debits equal its credits and the open invoices and bills add up exactly to the receivables and payables.

Undo

An import can be undone: what it made is taken back, except anything used since. A second run adds nothing.

Choose your old system

Move to Zyntra OS from OdooBring your accounts, customers, vendors, items, open invoices, contacts, leads and deals from Odoo — read only, checked to the fils, with Undo. Move to Zyntra OS from QuickBooksBring your accounts, customers, vendors, items and open invoices and bills from QuickBooks Online — read only, checked to the fils, with Undo. Move to Zyntra OS from XeroBring your accounts, customers, vendors, items and open invoices and bills from Xero into Zyntra OS — read only, checked to the fils, with Undo. Move to Zyntra OS from ZohoBring your books from Zoho Books and your clients and deals from Zoho CRM into Zyntra OS — read only, checked to the fils, with Undo. Move to Zyntra OS from SageBring your books from Sage Business Cloud Accounting, Sage 50 or Sage 300 into Zyntra OS — read only, checked to the fils, with Undo. Move to Zyntra OS from Dynamics 365Bring your books from Dynamics 365 Business Central and your clients and deals from Dynamics 365 Sales — read only, checked to the fils, with Undo. Move to Zyntra OS from HubSpotBring your companies, contacts and deals from HubSpot into Zyntra OS — read only, each stage mapped by a person, with Undo. Move to Zyntra OS from SalesforceBring your accounts, contacts, leads and deals from Salesforce into Zyntra OS — read only, each stage mapped by a person, with Undo.

Questions about the move

Which systems can I move from?

Odoo, QuickBooks Online, Xero, Zoho Books and Zoho CRM, Sage Business Cloud Accounting, Sage 50 and Sage 300, Microsoft Dynamics 365 Business Central and Dynamics 365 Sales, HubSpot and Salesforce.

Does the move cost extra?

No. The import is built into Zyntra OS, and its connections cost nothing extra.

Do I have to retype anything?

No. You map your old accounts and deal stages to yours, look at the preview, and press Import once.

Are my balances checked?

Yes, exactly: the opening entry must balance, and the open invoices and bills must equal the receivables and payables to the fils, or nothing is posted.

Can the import be undone?

Yes. Undo takes back what the import made — the opening entry and the records it added — except anything used since.

Does Flowrica come with Zyntra OS?

Yes. Flowrica is built into Zyntra OS by Double Support — not an outside chatbot or plug-in — and comes in the base price. From your first day she answers from your moved records, warns on the screen before you save, and fills the product's own forms for you to confirm.

Bring what you have

We help you move, and the connection costs nothing extra.

Talk to us See the prices +962 795 900 124 info@double-support.com