Data Migration

Move Your Pawn Loan Data to FinApp Without Starting Over

Move your existing pawn loan records from Tally, Excel or another pawn broking system into FinApp without manually re-entering years of customer and loan history.

Your history stays with you.

Our migration process maps your existing data, verifies balances and prepares the records before you go live.

Existing Data Tally / Excel / Existing Software
FinApp Your migrated loan records
Migration Coverage

What Data Can Be Moved to FinApp?

Existing business records can be prepared and mapped into the corresponding FinApp data structure so your team can continue working with important historical information.

Customer Records

Existing customer information can be mapped into the appropriate FinApp customer records.

Loan Records

Move historical pawn loan information instead of recreating every loan manually.

Payment History

Preserve available payment and transaction information during the migration process.

Pledged Jewellery

Map relevant pledged-item information to the corresponding loan records.

Outstanding Balances

Existing balances can be checked and reconciled before the business goes live.

Historical Records

Bring relevant historical information into the new system instead of keeping it disconnected.

Migration Process

How Does the FinApp Data Migration Process Work?

Our team works through the migration in stages so your existing data is mapped, checked and prepared before your business starts using FinApp.

01

Collect Existing Data

Your existing Tally, Excel or software data is collected in the agreed migration format.

02

Map the Data

Existing fields and records are mapped to their corresponding FinApp structure.

03

Verify Records

Migrated records and balances are checked with your team before the system goes live.

04

Go Live

Once the migrated information is ready, your team can begin working with FinApp.

Pre-Go-Live Verification

How Are Migrated Loan Balances Verified?

Quick Summary: Migration is not treated as a simple data import. The migrated records and balances are reviewed with your team so differences can be identified before you switch over to FinApp.

Source Data Review

Review the information available in your existing system or files.

Data Mapping

Match existing fields and records with the appropriate FinApp structure.

Balance Verification

Compare important loan balances with your team before going live.

Go-Live Confirmation

Move forward once the migrated information has been reviewed and confirmed.

Migration Status

Data Verification

Migration progress Ready for Review
Customer records mapped Ready
Loan records mapped Ready
Balance verification Review
Go-live preparation Ready
Final migration checks are completed with your team before go-live.
Flexible Migration

Can You Move to FinApp from Tally, Excel or Another System?

Yes. FinApp migration can be planned around the format and structure of your existing business data, subject to the available source information and migration scope.

Tally

Existing financial and business records can be reviewed and mapped according to the migration requirements.

Excel

Structured spreadsheets can be prepared and mapped into the appropriate FinApp records.

Existing Pawn Software

Existing pawn software data can be assessed and mapped based on the available export and data format.

Explore Other FinApp Features

Discover more features to simplify your pawn broking operations.

Pawn Broking Software Across Tamil Nadu

Explore FinApp in major locations across Tamil Nadu.

Pawn broking software in Tamil Nadu

Frequently Asked Questions

Yes. Structured Excel data can be reviewed and mapped to the relevant FinApp records based on the available data and agreed migration scope.

Existing pawn software data can be assessed and mapped to FinApp based on the available export format, source data and agreed migration requirements.

The migration process involves reviewing the source data, mapping records to the FinApp structure, checking migrated information and verifying important balances before go-live.

Yes. Important migrated loan records and balances can be reviewed with the business team so discrepancies can be identified before go-live.

The purpose of the migration process is to avoid manually recreating available historical records. The actual records that can be migrated depend on the available source data and agreed migration scope.

Ready to Move Your Pawn Loan Data to FinApp?

Discuss your existing data, migration requirements and verification process with the FinApp team before making the move.

Discuss Data Migration

Back-Dated Loans for Moving From Manual Books

Bring your history into FinApp with its original dates.

Create loans with past dates

With the setting turned on, loans can be created with their original pledge date. A back-dated loan keeps its date through approval and disbursement.

Payments and closures on past dates

Where a business needs it, we also set up back-dated payments and closures, as for SMS Bankers, so closed loans can be kept for audit.

Move an old system from an Excel export

Our team pulls the data out of the old system as an Excel export and imports it. Sai Sakthi moved more than 5,000 old loans in under a day.

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