How do I move a client from agentOS/agentPay to Calmony Only?
Transitioning a client from agentOS/agentPay to Calmony Only requires IT support to run a specialised migration script. This ensures proper data transfer and continuity of service.
Note: This article is intended for internal staff use only and is not intended for clients.
Process Overview
The migration script copies the company to the banking instance whilst preserving:
- Company shortname
- Existing user logins
- Verification statuses
- Legal Person IDs
Key Changes After Migration
- Every person in the company with bank details will have a CalmonyPayee created that matches their person type.
- The original company on the live system will be deleted.
- The login URL will change for the client.
Steps to Action the Migration
- Contact the IT team to request the migration script be run.
- Provide the client's details including their company shortname and agreed migration date and time.
- Inform the client in advance that they will be temporarily locked out of their account during the migration, and provide them with their new login URL once the migration is complete.
Important Considerations
- The migration must be coordinated with IT — this cannot be actioned by support staff independently.
- The client should be made aware of the login URL change before the migration takes place.
- Any billing implications for the transition period should be flagged to Finance.