Your team
Choose the owner, clean the source records, confirm permissions and check the result. Keep your old system available until the pilot has been reconciled.
A free licence does not make a migration effortless. Start with one process, check the records and agree the work before moving more.
Use this checklist for your first conversation. It measures preparation, not a guaranteed migration outcome. Your selections stay on this page and are not submitted.
Choose the owner, clean the source records, confirm permissions and check the result. Keep your old system available until the pilot has been reconciled.
Agree which records can be entered or transferred, any mapping and document work, who performs it and the acceptance criteria. Automatic imports are not promised here.
Available ERP modules have no licence or per-seat fee. Implementation, custom work and other expert services are scoped separately. Request a written scope and price before commissioning them.
Tell us which tools your team relies on and what needs to move between them. We build your agreed API integration with Spona at no charge, with scope and timing agreed together.
We review each request individually. What we can connect depends on the other system’s API, access permissions and technical requirements.
Discuss a free API integration →Opens an email draft for you to review and send. Tell us about the workflow; do not include passwords, API keys or personal records.
Which records, which direction, and when should they update?
Confirm feasibility, access, scope and timing before development.
We build the agreed API integration free of charge and agree how to verify the result.
Before starting, agree any third-party charges, ongoing maintenance and work outside the integration scope. This offer is for an individually agreed build, not a catalogue of ready-made connectors.
Do not assume a connector exists. Share the system name, file formats and approximate volumes first. Confirm the supported route, field mapping and any manual work on a small sample.
That depends on record quality, volume, attachments, permissions and the process you choose. Agree a timeline after reviewing those inputs; this site does not promise an untested number of days.
The reviewed Sales flow offers invoice UBL downloads. That is not the same as a complete workspace export. Before onboarding, agree the required records, formats, attachments, exit support and retrieval periods in writing.
Begin with the process your team can validate confidently. Salaries organises pay records; your accountant remains responsible for payroll calculations. Agree access and data handling before sharing employee records.