Want to leave vendor X but export is limited
Some SaaS only export per-object CSV without relations. Plan migration months ahead.
Try this first
- 1Ask vendor for full export (not selective)
- 2Test import in new tool with sample set
- 3Keep export file at least 1 year after switch
- 4Document which fields didn't transfer
When to bring us in
No export offered? Invoke contract data-portability clause.
See also
- New hire has an account but cannot reach Outlook or TeamsAn M365 account without a license is an empty shell. Assigning takes a few clicks, but picking the right plan pays off long-term.
- Employee left, but their email must be retainedPulling the license straight away starts a 30-day timer on the mailbox. The right route keeps access to the mail without paying for the license.
- We pay for licenses nobody usesBetween leavers, duplicate plans, and test accounts there is often 10-20% wasted license spend. A usage report exposes it fast.
None of the above fits?
Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.
Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.