Migrate your Scopevisio data
German cloud ERP/CRM/ECM suite for mid-sized service companies in the DACH region, combining Finance, HR, CRM, and document management in a single process-oriented platform.
In its favor
Why people choose Scopevisio
The signal that keeps Scopevisio on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Cloud-native from day one — Scopevisio was built as cloud software (not a lifted-and-shifted on-prem ERP), so its multi-tenancy, integration model and update cadence feel modern compared to retrofitted incumbents.
German data residency in BSI-certified data centres plus GDPR/GoBD/GDPdU-compliant accounting and document management makes Scopevisio a defensible choice for DACH-region SMEs subject to local regulators.
Tight integration of financial accounting and project management is a clear strength for service businesses that need to calculate, invoice and track projects in one system.
Awarded 'ERP System of the Year' in the ERP-with-AI-functions category, signalling continued local-market investment and recognition.
OpenScope REST API exposes the platform to third-party integrations — a meaningful differentiator versus older DACH ERP vendors that gate API access behind partner programs.
Strictly online — no offline access to customer data or invoices when the user is disconnected, which frustrates mobile field staff and travelling consultants.
Lack of price transparency on the public website (only entry-level €14/user/month is published) makes total-cost comparison against competitors hard at evaluation time.
Limited public review volume on G2 and Capterra restricts independent peer benchmarking — a problem for procurement teams that want third-party validation.
Significant onboarding effort — reviewers describe Scopevisio as requiring proper training and consulting rather than a plug-and-play setup.
German-language-first interface and documentation create friction for English-speaking teams and multi-country roll-outs outside DACH.
Reasons to switch
Why people leave Scopevisio
The recurring reasons buyers give for replacing Scopevisio. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Scopevisio fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Scopevisio pricing overview
Scopevisio uses a per-user-per-year subscription model across three tiers ranging from €25.20 to €71.40. Modules are additive — Finance and DMS/ECM are add-ons to the base Organisation tier. Annual commitment is required, and the modularity means migrations from a subset of active modules only need to cover the licensed scope.
Organisation
Tier 1 of 3
€25.20 per user per year
What's included
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What gets migrated
Scopevisio object support
Object-by-object support for Scopevisio migrations. Per-pair details surface during scoping.
Customers
Fully supportedCustomer master data maps directly to standard CRM contact/company objects. Scopevisio stores address, communication, and classification fields that translate 1:1 to most destination systems.
Chart of Accounts / G/L Accounts
Mapping requiredScopevisio maintains a hierarchical chart of accounts with German-specific fields (SKR types, tax codes). We extract the full account structure and map it to destination account schemas, flagging any custom account extensions that require manual review.
Invoices and Credit Notes
Mapping requiredOutgoing and incoming invoices carry rich line-item, tax, and payment metadata. Scopevisio stores invoice status separately from document status, so we preserve both fields and handle open/paid states explicitly during migration.
Projects
Fully supportedProjects, including their hierarchy, billing method, and associated cost centres, export cleanly. We map project-stage statuses to destination equivalents and carry forward any custom project fields.
Time Entries
Fully supportedTime entries are documented as an importable object in Scopevisio's help centre. We associate each entry with its project, employee, and billing record and preserve the entry date and hours.
Documents (DMS/ECM)
Mapping requiredDocument management in Scopevisio is deeply integrated with business objects. We export documents in their original formats and reconstruct the object associations in the destination system, handling the ECM layer's version history where present.
Employees / Payroll Records
Mapping requiredHR and payroll data includes effective-dated compensation, organisational hierarchy, and PTO balances. Scopevisio's HCM module stores these as separate objects; we map them to destination employee records and flag any country-specific payroll configurations.
Vendors
Fully supportedVendor master data mirrors customer master data structure. Address, payment terms, and banking details export and import as standard records with minimal transformation.
Items / Products
Mapping requiredItems include pricing, unit of measure, and stock-control flags. We map item codes and descriptions and flag any custom pricing tiers or BOM structures that require destination-specific configuration.
Fixed Assets
Mapping requiredFixed asset records include acquisition cost, depreciation method, and location. We preserve the depreciation schedule and asset classification, noting that some destinations handle asset depreciation through separate modules.
Custom Fields
Mapping requiredScopevisio supports customisable fields on standard objects. We discover all custom field definitions during scoping, map them to destination custom fields, and handle type differences (date, text, picklist) at the record level.
Attachments
Mapping requiredFile attachments on any object export as binary blobs. We pair each file with its parent record reference and replicate the attachment structure in the destination, handling file-size limits as needed.
| Object | Support | Notes |
|---|---|---|
| Customers | Fully supported | Customer master data maps directly to standard CRM contact/company objects. Scopevisio stores address, communication, and classification fields that translate 1:1 to most destination systems. |
| Chart of Accounts / G/L Accounts | Mapping required | Scopevisio maintains a hierarchical chart of accounts with German-specific fields (SKR types, tax codes). We extract the full account structure and map it to destination account schemas, flagging any custom account extensions that require manual review. |
| Invoices and Credit Notes | Mapping required | Outgoing and incoming invoices carry rich line-item, tax, and payment metadata. Scopevisio stores invoice status separately from document status, so we preserve both fields and handle open/paid states explicitly during migration. |
| Projects | Fully supported | Projects, including their hierarchy, billing method, and associated cost centres, export cleanly. We map project-stage statuses to destination equivalents and carry forward any custom project fields. |
| Time Entries | Fully supported | Time entries are documented as an importable object in Scopevisio's help centre. We associate each entry with its project, employee, and billing record and preserve the entry date and hours. |
| Documents (DMS/ECM) | Mapping required | Document management in Scopevisio is deeply integrated with business objects. We export documents in their original formats and reconstruct the object associations in the destination system, handling the ECM layer's version history where present. |
| Employees / Payroll Records | Mapping required | HR and payroll data includes effective-dated compensation, organisational hierarchy, and PTO balances. Scopevisio's HCM module stores these as separate objects; we map them to destination employee records and flag any country-specific payroll configurations. |
| Vendors | Fully supported | Vendor master data mirrors customer master data structure. Address, payment terms, and banking details export and import as standard records with minimal transformation. |
| Items / Products | Mapping required | Items include pricing, unit of measure, and stock-control flags. We map item codes and descriptions and flag any custom pricing tiers or BOM structures that require destination-specific configuration. |
| Fixed Assets | Mapping required | Fixed asset records include acquisition cost, depreciation method, and location. We preserve the depreciation schedule and asset classification, noting that some destinations handle asset depreciation through separate modules. |
| Custom Fields | Mapping required | Scopevisio supports customisable fields on standard objects. We discover all custom field definitions during scoping, map them to destination custom fields, and handle type differences (date, text, picklist) at the record level. |
| Attachments | Mapping required | File attachments on any object export as binary blobs. We pair each file with its parent record reference and replicate the attachment structure in the destination, handling file-size limits as needed. |
Gotchas
What to watch for in Scopevisio migrations
Issues we've hit on past Scopevisio migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
GDPdU export format requires specialist handling
Module-tier licensing affects what data is accessible
Multi-company setups require per-company export sequencing
| Severity | Issue |
|---|---|
| Medium | GDPdU export format requires specialist handling |
| Medium | Module-tier licensing affects what data is accessible |
| High | Multi-company setups require per-company export sequencing |
Leaving Scopevisio?
Where Scopevisio customers move next
6 destinations Scopevisio can migrate to.
How a Scopevisio migration works
Four steps, Scopevisio-specific
Connect
Not publicly documented into Scopevisio. Scopes limited to read-only on the data we move.
Map
We translate Scopevisio-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Scopevisio quirks before production.
Migrate
Full migration with Scopevisio rate-limit handling. Rollback available throughout.
FAQ
Scopevisio migration FAQ
Answers to the questions buyers ask most during Scopevisio migration scoping. Not seeing yours? Book a call.
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