How To Migrate Your Data From Analyst to Accounting

What you need to know: 

Migrating your AgExpert Analyst data to AgExpert Accounting is quick and easy! Our migration tool will copy your entire data file including chart of accounts, contacts, and all transactions from all fiscal years contained in your AgExpert Analyst file. You can repeat this step for each of your businesses. Your Premium subscription will allow up to five businesses on each subscription. If you have any issues along the way, you can call our Customer Care Team, and they will be happy to assist you.   

What you need to do: 

  • Before you get started, you must meet the following system requirements: 

  • Running Windows 10 or 11. 

  • Minimum of AgExpert Analyst 2013-01. 

  • Have a premium subscription with AgExpert Analyst or Accounting. 

  • Be using the current version of Google Chrome or Microsoft Edge (for best experience). 

Please review the following information before you start: 

  • Know where your Analyst files are located 

    Note: To determine the file location, in Analyst, go to -> Help tab -> About AgExpert Analyst -> Data File – this will show your current data file location.   

  • Your current Analyst data files should be on the same computer you are migrating from.  You can only migrate using the data file, not a backup. 

  • Remove any unrecorded pay cheques from AgExpert Analyst. 

  • Take note of your last audit number in your Analyst file to ensure everything has transferred after migration is complete. 

  • Close AgExpert Analyst before you begin the migration process. 

How to (Step by Step): 

Sign Up 

  1. Go to AgExpert.ca. 

  2. Click Sign Up in the top-right corner. 

  3. Enter your Email address, password, and first and last name. 

  4. Select the Terms of Use checkbox. 

  5. Click Create Account. 

  6. Check your inbox for the confirmation email and confirm your account by clicking Confirm email and entering your Email and Password on the page that opens. 

  7. Click Continue to advance to the Add a New Business Page.   

Adding a new business 

  1. Enter the name of your business in the Name field. 

  2. Enter your address in the Contact Information section, including Address, City, Province, Postal Code and Phone. 

  3. Use the drop-down menu to enter how you heard about Agexpert Accounting. 

  4. Click Save. 

  5. Select Start with Accounting on the Where to first? Page. 

  6. Select I’m migrating my data in the Next step... pop-up.  

Note: A prompt may come up if you do not have a paid subscription, you can enter your payment details here.  

Start The Migration Process 

  1. From the next pop-up screen, select Download Migration Tool  

    Note: If you bypass the pop-up screen or it’s not available, you can go the person icon and select Business Information, AgExpert Analyst Import tab, and then click Download migration tool.  

  2. Another pop-up will display asking to Launch AgExpert Migration tool, check this box and click Finish 

  3. When the program is ready, it will prompt you to sign in to AgExpert Accounting 

  4. Your Farm Name will populate then click Next 

  5. Click Browse and select your data file you are migrating, click Next 

  6. Click Finish to close migration tool  

  7. Watch for an email stating the migration was successful 

  8. Log into your account at AgExpert.ca and continue where you left off! 

Note: If you have more than one business you will need to complete the migration process for each of your businesses. 

References and Additional Resources 

  • Platform Shift – Migrating from AgExpert Analyst to AgExpert Accounting 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.