Migrate your daftra data

Client records in Daftra include contact details, follow-up history, memberships, points, and insurance references. We migrate all standard client fields and preserve Client Follow-Up activity logs as a timestamped child record set.

Daftra exports Products and Services via a documented UI export. We read the product catalog including pricing tiers, SKU, stock levels, and associated supplier links. Custom fields on products are supported via mapping.

Invoices carry line items, taxes, installment schedules, and sales commission assignments. Custom fields on invoices are user-defined and require field-level mapping. We preserve the invoice balance and payment history separately from the invoice itself.

Expense records include amount, category, date, and attachment references. We migrate expenses against the Chart of Accounts. Recurring expense patterns are preserved as a flag on the expense record.

Daftra's Chart of Accounts is a flat list with account type (asset, liability, revenue, expense). We load accounts in account code order to respect hierarchical posting order. Sub-account relationships require pre-migration extraction from Daftra's export.

Cost Centers in Daftra are used for expense attribution across departments or projects. The linking between Cost Centers and individual transactions requires field-level extraction since Daftra's export does not flatten this relationship by default.

Employee records include Organizational Structure placement, Contracts, Attendance, and Payroll. Daftra stores Compensation history as a time-series within the employee record. We extract each payroll period as a separate row to preserve historical pay data. Effective-dated changes are preserved by pay period.

Fixed Assets in Daftra include custom fields added per-asset. Asset depreciation schedules require extraction from the Assets module separately from the asset master record. Custom fields on assets are mapped individually.

Work Orders in Daftra link to Clients, Employees, and Products. We preserve the full workflow stage history and any attached files or notes. Booking records follow the same structure and are migrated in parallel.

Reservation Files in Daftra are treated as a separate workflow object with PNR-style file management, status tracking, and appointment scheduling. We migrate the reservation file with its activity log intact.

Daftra supports custom fields on Invoices, Assets, and Workflows. Custom field definitions vary by object and must be enumerated before migration. We read field type, required flag, and options list, then apply them at the destination before populating records.

Daftra tracks cheques through issue, deposit, and return stages. The cheque cycle is tied to both the Chart of Accounts and specific invoice/payment records. We extract the full cycle history and link each stage to its originating transaction.