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Professional Service

# Move off Excel without losing your history

Our team imports, maps and reconciles your complete employee, pay and attendance history from Excel or any legacy system — then runs the old process and the new one side by side before anything is switched off.

[Request a free data assessment](/contact?intent=data-migration-assessment)[Talk to an engineer](https://calendly.com/andolasoft/30min)

The assessment is free. Migration itself is a paid professional service, scoped and quoted once we have seen your data.

## What comes across

The whole record, not a starting balance. A trust that migrates only its closing figures cannot answer a member query about 2019, and cannot show an inspector how a balance was arrived at.

Member records

Employee master data, nominees, and the identifiers your payroll system keys on.

Pay data and historical transactions

Contribution history period by period, not a single opening figure with the detail thrown away.

Attendance history

Carried across alongside the pay data it belongs to.

Member ledgers and opening balances

Loaded and reconciled, because every figure above them depends on these being right.

Interest history

Validated against your prior declarations rather than recomputed and hoped over.

## Where we have migrated trusts from

If your system is not on this list, it is very likely still fine — the extraction work is driven by the shape of your data, not the badge on the software.

-   Raycomputech
-   Vista
-   PROMIS
-   C-Quel
-   Excel-based setups

## How a migration runs

The honest version, because an underestimated migration is the most common reason these projects go badly. A standard implementation runs to roughly 30 days; a trust with messy legacy data should plan for longer.

1.  1

    Weeks 1–2

    Data extraction and mapping from existing spreadsheets or the outgoing administrator. This is where most of the real work sits, and where legacy inconsistencies surface.

2.  2

    Weeks 2–4

    Installation on your infrastructure, member ledger load, opening balance reconciliation, and interest history validation against prior declarations.

3.  3

    Month 2

    Parallel run. The old process and the new one produce the same period, and the outputs get compared line by line before anything is switched off.

4.  4

    Ongoing

    Archive the legacy files — they remain part of your compliance record and should not be deleted — and move filings, statements and minutes onto the platform.

## Start with the free data assessment

Nobody can quote a migration honestly without seeing the data first. The assessment is free and independent of any purchase.

1.  1You send us a sample of what you hold today — a spreadsheet export, or a report from the outgoing administrator.
2.  2We look at the shape of it: how many members, how many years, where the gaps and inconsistencies are.
3.  3You get the scope, the timeline and the quote in writing, before you commit to anything.

Because the deployment is on-premise, your data never leaves your servers to begin with — and if you ever move on, member ledgers, contribution history and statutory filings export to Excel and PDF at any point. We would rather answer that before you buy than have it become a reason not to.

## Questions we get asked

How long does a migration take?

A standard implementation runs to roughly 30 days, covering data migration, installation and training. Complex multi-location implementations may take 45–60 days. Trusts carrying years of inconsistent spreadsheet history should plan for longer — the extraction and reconciliation is the variable, not the software. The timeline is confirmed in writing after the free data assessment.

We use Raycomputech, Vista or C-Quel. Can we migrate?

Yes. We have migrated clients from Raycomputech, Vista, PROMIS, C-Quel and a range of Excel-based setups. Migration is a professional service, scoped and quoted after a free data assessment where we confirm scope and timeline before you commit.

Is the migration free?

No. The data assessment that precedes it is free and carries no obligation, but the migration itself is a paid professional service. We scope and quote it once we have seen your data, because an estimate given before that is a guess.

What happens to our legacy files?

They are archived, not deleted. Legacy files remain part of your compliance record. Once the parallel run has matched old and new outputs line by line, filings, statements and minutes move onto the platform and the old files are retained as history.

If we ever surrender exemption, can we take our data with us?

Yes, and because the deployment is on-premise it never left your servers to begin with. Member ledgers, contribution history and statutory filings export to Excel and PDF at any point.

Related reading

## Before you move

What moving off spreadsheets actually involves, how to judge the software you are moving to, and what the 2026 Scheme expects of the records you are about to migrate.

[PF Software

### Migrating from Excel to PF Trust Management Software: A Realistic Timeline

Many exempted PF trusts still rely on spreadsheets for compliance management. Switching to dedicated PF trust software in India is a structured process — here is a realistic five-month timeline and what to expect at every stage.

Read the post](/blog/migrating-excel-pf-trust-management-software-india)[PF Software

### EPF Trust Software India: How to Choose the Right Platform for Your Exempted Trust

With dozens of payroll and HR platforms available, choosing the right PF trust software in India requires understanding what exempted trust management actually demands. This buyer's guide covers every evaluation criterion.

Read the post](/blog/pf-trust-software-india-buyers-guide-exempted-establishments)[EPF Scheme 2026

### EPF Scheme 2026 vs EPF Scheme 1952: What Actually Changed for Exempted Trusts

The EPF Scheme, 1952 was replaced outright on 29 June 2026. This is the clause-by-clause comparison exempted PF trust administrators have been asking for — what carried over, what changed, and what has no equivalent in the old Scheme at all.

Read the post](/blog/epf-scheme-2026-vs-1952-exempted-pf-trusts)

## Send us a sample of your data

A spreadsheet export is enough to start. We will come back with the scope, the timeline and the quote — and tell you plainly if the move is not worth making yet.

[Request a free data assessment](/contact?intent=data-migration-assessment)[Book a walkthrough](https://calendly.com/andolasoft/30min)

Deadline AMNESTY 2026 closes on 28 December 2026.

A one-time EPFO window for trusts that hold Income Tax recognition but no formal exemption order. [Check whether yours qualifies →](/amnesty-2026)

[Book a free demo](https://calendly.com/andolasoft/30min)[Request a free data assessment](/contact?intent=data-migration-assessment)

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India's dedicated PF Trust Management platform. Built for EPFO-exempted establishments.

[info@andolasoft.com](mailto:info@andolasoft.com)[+91 9237381928](tel:+919237381928)Andolasoft (India) Private Limited
A/65, Mancheswar Ind Est.
Bhubaneswar 751010, Odisha, India

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## Product

-   [Features](/features)
-   [Solutions](/solutions)
-   [Software vs Excel](/epf-trust-software)
-   [Data Migration Service](/data-migration)
-   [Free Wage Ceiling Calculator](/free-wage-ceiling-calculator)

## EPF Scheme 2026

-   [EPF Scheme 2026](/epf-scheme-2026)
-   [AMNESTY 2026 28 Dec](/amnesty-2026)
-   [Exemption Continuation](/exemption-continuation)
-   [Compliance](/compliance)
-   [EPFO Checklist 2026](/compliance/checklist)

## Resources

-   [Blog](/blog)
-   [Help Desk](/help-desk)
-   [PF & Payroll ↗ (opens in a new tab)](https://www.crmleaf.app/product/payroll)
-   [Agent docs (llms.txt)](/llms.txt)

## Company

-   [About Us](/about)
-   [Contact Us](/contact)
-   [Privacy Policy](/privacy)
-   [Terms of Service](/term)

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