Migrate to Onvio

Digita client data you can migrate and synchronise

Summary

Find out which data is migrated and synchronised when you migrate clients' records from Digita Practice Management to Onvio.
If inactive clients are associated with the migrated clients, they will also be migrated and synchronised.

Persons (individuals)

  • Client Code (ID in Onvio).
  • Title.
  • Full name.
  • NI number.
  • Tax reference.
  • Date of birth.
  • Home, Business and Other Postal Address.
  • Mobile number.
  • Home number.
  • Fax number.
  • Home, Business and Other Email address (and whether it's Primary).
  • Website address
  • Engagement Start date and End date.
  • Active (Status in Onvio).
The spouse and this relationship are also migrated.

Sole trades

  • Client Code (ID in Onvio).
  • Business name (Name in Onvio).
  • Trading name.
  • VAT number.
  • Trading address.
  • Business phone number.
  • Mobile number.
  • Fax number.
  • Email address (and whether it's Primary).
  • Website address.
  • Active (Status in Onvio).
  • Engagement Start date and End date.
Primary contact, Proprietor, and these relationships are also migrated. Primary contact becomes Preferred contact in Onvio.

Companies

  • Client Code (ID in Onvio).
  • Company name (Name in Onvio).
  • Trading name.
  • Tax reference.
  • DUNS number (Data Universal Numbering System Number in Onvio).
  • Registered number.
  • Country of registration.
  • VAT number.
  • Trading address.
  • Registered address.
  • Telephone number.
  • Mobile number.
  • Fax number.
  • Email address (and whether it's Primary).
  • Website address (Online presence in Onvio).
  • Active (Status in Onvio).
  • Engagement Start date and End date.
Directors, company secretary, Primary contact, and these relationships are also migrated. Primary contact becomes Preferred contact in Onvio.

Charities

Charities are migrated to Onvio in the same way as a company.

Partnerships

  • Client Code (ID in Onvio).
  • Partnership name (Name in Onvio).
  • Trading name.
  • Tax reference.
  • VAT number.
  • Trading address.
  • Tax, Accounts, Billing Address.
  • Phone number.
  • Mobile number.
  • Fax number.
  • Email address (and whether it's Primary).
  • Website address (Online presence in Onvio).
  • Active (Status in Onvio).
  • Engagement Start date and End date.
Partners, Primary contact, and these relationships are also migrated. Primary contact becomes Preferred contact in Onvio.

Trusts

  • Client Code (ID in Onvio).
  • Name.
  • Tax reference.
  • Accounts, Tax and Billing Address.
  • Telephone number.
  • Mobile number.
  • Fax number.
  • Email address (and whether it's Primary).
  • Website address (Online presence in Onvio).
  • Active (Status in Onvio).
  • Engagement Start date and End date.
Beneficiaries, settlor, trustees, Primary contact, and these relationships are also migrated. Primary contact becomes Preferred contact in Onvio.

Estates

  • Client Code (ID in Onvio).
  • Name.
  • Tax reference.
  • Accounts, Tax and Billing Address.
  • Telephone number.
  • Mobile number.
  • Fax number.
  • Email address (and whether it's Primary).
  • Website (Online presence in Onvio).
  • Active (Status in Onvio).
  • Engagement Start date and End date.
Beneficiaries, executors, and these relationships are also migrated.

This article applies to:

  • Product: Onvio
  • Audiences: Staff