Will original ownership, authorship and created dates be preserved?
Yes. Created-time metadata is carried across, and ownership and authorship are carried across where the original users are set up in Wave. Where Wave cannot store one of them natively, it is kept as embedded metadata on the migrated record.
If the new system can't natively support an old record type, what are my options?
We handle it case by case. While mapping your data, we identify every record type without a direct counterpart in Wave, review sample records from it and propose how it can be represented, based on what Wave supports: map it to the closest native object, create a custom field or object, fold it into the parent record as text or a note, attach it as a file, or keep it in a read-only archive. You choose the approach, we write the migration scripts to place the data there, so it comes across in the form you choose instead of being left behind, and you see how it looks in a sample migration before we run the full set.
Will the migration set off automations or send emails or notifications to customers, our team or anyone else?
No. Before the sample or full migration starts, we confirm with you that nothing in Wave will send messages about the migrated data: we import with notifications switched off wherever Wave allows it, and either pause any automation that could send them for the migration window or give it a condition, such as a suppression tag, that skips migrated records, which lets your live automations keep running for new records. We only proceed once you have confirmed it. If you want anyone told about the move, that message is sent separately, once the migrated data has been checked.
Can you migrate data that Wave can't take in through an API?
In many cases, yes. Where something can't be written through an API, we recreate it through Wave's user interface where the interface allows it, and where that work is repetitive we script and automate it. We tell you up front which items are handled this way, because recreating them through the interface can add time to the schedule.
What happens if Wave requires fields our Zoho Books data doesn't have?
We check the destination for required fields your source data cannot fill and bring each one to you before those records are migrated. Together we agree how each one is handled, such as a mapping from an existing field, a default value, or, where Wave lets that field be made optional, setting it to not required for the migration so you can make it required again once the migration is complete. The migration then runs with that rule applied, so no records are rejected or left behind.
How do you check our chart of accounts mapping before migrating our Zoho Books data to Wave?
We review it ourselves rather than taking it as given. Each account in Zoho Books is mapped to its account in Wave in the migration checklist, we check that mapping before anything moves and raise any account that looks wrong with you to confirm, and the sample migration then shows transactions landing on the mapped accounts. After the migration, balances are reconciled against your trial balance to confirm each account ties out.
Will our Zoho Books chart of accounts be copied exactly into Wave, or can you map it to a new or simplified chart of accounts?
Either. If you keep your current chart of accounts, it is recreated in Wave as closely as Wave's structure allows. If you're moving to a new or simplified chart, we map every old account to its new account with you in the migration checklist before anything moves, so balances and transactions land on the right accounts.
We have several companies or subsidiaries in Zoho Books. Can you migrate them all, and how will they be set up in Wave?
Yes. Each entity is migrated with its own records, and the set-up in Wave follows how it handles multiple entities: where it keeps each entity as a separate company, each of yours is migrated into its own company. We agree the structure and the scope for each entity with you before the migration, and reconcile each one separately.
If some accounts in our books aren't balanced correctly, can you still migrate them from Zoho Books, or do we need to fix them first?
Yes, you don't need to fix them first. We migrate your books as they are, so an account that doesn't balance today comes across the same way and doesn't block the migration. If you want the books cleaned up first, that is accounting work for your accountant or an accounting firm, and we can work alongside them.
Will our historical Zoho Books transactions be posted in Wave in the periods they actually happened, rather than all in the current period?
Yes. When full history is migrated, each transaction keeps its original date, so it lands in the period it belongs to. Where reconciling entries are needed, we prepare them per year and per entity as well, so each historical period ties out on its own instead of everything flowing into the current year.
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