Client Onboarding & Data Migration Platform

One process from closed-won to go-live.
Data migration included.

Most platforms stop where the data starts. Ours moves it, validates it in your system, and keeps the proof, for one new customer or an entire acquired base.

  • 10,000+onboardings and migrations delivered
  • 2,500+locations migrated in one project
  • 50+engineering projects on complex sources
  • 20+data sources connected out of the box
Client portal, go-live readiness: every location and data comparison marked passed, with notes or not ready, here 16 of 30 locations passedClient portal, go-live readiness: every location and data comparison marked passed, with notes or not ready, here 16 of 30 locations passed

Where onboarding breaks
& how we fix it

Onboarding stalls in the same four places, and nobody owns the path from signature to go-live:

Three ways in.
One process.

One engine underneath all three, so they run as one process instead of three projects.

Customer Onboarding

With our Onboarding Flow Engine and Client Portal

One shared view

You, your customer and their IT see the same status

Status without asking

Where it is stuck and who is on it, without a status call

Guided client portal

Your customer sees each step and what is still missing

Micromerce onboarding pipeline: lanes and phases with onboarding counts and MRR per cell

Data Migration

With our Data Migration Engine

Any export

Databases, CSV, Excel and dumps: 20+ data sources out of the box

AI-assisted mapping

Transformation drafts in seconds, reviewed by your team

Not tied to one person

Every run is repeatable, so anyone on the team can start the next one

Micromerce client portal: the customer uploads the dataset from the legacy system

Migrate Existing Clients

With our M&A Migration Suite

One engine, several sources

Acquired source systems run through the same engine

Customer by customer, not a big bang

Each one cuts over when their own data checks out, not on a fixed wave date

Audit trail per acquisition

What moved, when, and approved by whom, on file at cutover

Micromerce timeline: onboardings and feature releases on one timeline

See it in two minutes

What onboarding and data migration look like when they run as one process. The same platform your customers work in.

Micromerce commercial video: client onboarding and data migration platform

Did everything arrive, and is it right?

When the auditor asks about data validation: what is the basis? Where is the result? Where is it frozen? Where can I compare it?

Manufacturing ERP vendor, mid-market, 2025
  • Did every record arrive?

    Records are counted per data type and location, source against target. Each location gets a go or a no-go, with the deviation named.

  • Do the numbers still add up?

    Counts and sums are compared between source and target in every test run, so a difference shows up before anyone cuts over.

  • Can you prove it later?

    Every run is logged with time, operator and result. Each test import is a frozen snapshot, immutable on S3 Object Lock for ten years.

A sample validation report from the client portal, shown with demo data. Your team and your customer read the same report before anyone cuts over.
How the audit trail works

Real impact from the first onboarding

The numbers below come from onboardings we run ourselves, not from a model.

Up to 50%

reduction in onboarding time

3X

the onboardings per FTE

75%

fewer manual steps for onboarders

Who runs it: you, us, or both

The same platform, three ways to deliver it. The service scales with how stubborn your data is, not with every deal you close.

  • Self-Driving

    A platform licence and a one-off setup. Your team runs the onboardings.

    Fits when the sources are standard and the capacity is yours.

  • Engineer-Supported

    Our migration engineers take on the sources that fight back.

    Fits legacy databases and logic nobody documented.

  • Co-Piloted

    Platform plus service until the whole customer base has moved.

    Fits acquired customer bases and a deadline somebody else set.

20+ data sources
without custom code

Databases, files and APIs out of the box: MS SQL, Oracle, PostgreSQL, Excel, CSV, S3.
The tools your team already works in connect the same way.

From the first call to your team running it.

1. Intro Call

In this meeting, we aim to understand your current situation and challenges.

Duration: 30 min

2. Discovery Call & Proposal

After gaining an initial understanding of your challenges, we will conduct a structured analysis session together, completing a Customer Onboarding Canvas. A few days later, we will present the results along with a detailed proposal and offer.

Duration: Two 1-hour sessions

3. Platform Setup

Depending on complexity, configuring the platform and the client portal takes 1–5 days. For setups without external integrations, it requires just a few clicks.

Duration: 1-5 days

4. Training & Handover

Once the platform is set up, onboarding managers and migration developers (if handling transformations in-house) can begin using it, supported by thorough training sessions.

Duration: 2 hours onboarding manager, 1 day migration devs

FAQs

We offer three delivery shapes. Self-Driving: your team runs the platform after an initial setup. Engineer-Supported: our migration engineers take on complex sources. Co-Piloted: we run the queue together with your team, customer by customer. In every shape the goal is the same: your team ends up able to run it.

Micromerce solutions provide streamlined tools and intuitive features, enabling your team to get started immediately. However, we recommend a 2-hour training for onboarding managers and a one-day session for migration developers.

Partly. The platform itself runs in the cloud, but the migration runner can live in your own AWS account (Bring Your Own Cloud), so your data never leaves your environment.

The Micromerce migration solution is available anytime and anywhere at https://application.micromerce.com.

The Micromerce solutions can be easily integrated into your existing system landscape. We are constantly expanding our integrations and are experts in developing flows across system boundaries.