My product exports one list at a time. Is that a problem?

No. That is how most moves run anyway. Send your clients first, then your people, then your tickets, and each file attaches itself to what came before it.

What about my devices and assets?

They stay behind. Laureo holds your clients, your people, your work and your tickets, and it is not a place to keep an asset register. Keep yours where it is.

Can I move without an administrator?

Usually not on the way out. Most of these hide the download behind an administrator permission, so plan for whoever runs your account to spend an afternoon on it.

Migration Guide

Moving from an IT services platform to Laureo

Every professional services and IT management product we can read, in one table: what its own download hands you, and what that download leaves behind. Some of them answer the export question with a plain no, and this page repeats it rather than softening it.

After the move

Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:

“Hey Laureo, list every client we brought across with an open ticket and no contact this week, then draft a short update to each owner for my approval.”

Good to know

One file can hold up to 10,000 rows.
One file can be up to 10 megabytes.
You can undo a move for 30 days after it finishes.
You can undo a single file import for 24 hours after it finishes.

How each one gets out

One row per product. What its export gives you is read from what Laureo actually recognises, and what stays behind is the same honest list the review screen shows you again before anything is written. Where a product says outright that there is no way to take everything at once, the row says that too.

The product you are leaving	What its export gives you	What stays behind
Atera	Customers report Contacts list Tickets list	Devices, alerts and the monitoring history that sits behind them are not something we hold, so they stay where they are. There is no export everything button here. Reports come back around 5,000 rows at a time, so a long customer list arrives as several files. Tickets and contacts have no export button on the screen. Photos and files come over on their own. Saved replies are set up in Laureo rather than carried across.
Autotask	Organizations export Contacts export	The contacts report stops at 5,000 records. The full account backup is not a file anyone can read. The uploaded files in that zip have generic names and no extension. Both exports sit behind a named security permission. Past 50,000 organizations their own advice is to run the report by territory, so a large customer list arrives as several files. Your backup keeps its file attachments in an encrypted store with generic names. Photos and files come over on their own.
ConnectWise PSA	Companies file Contacts file Service tickets file	Their help site is behind a customer login, so we have not been able to read what their export produces. Most people leaving this one get their files from a migration service rather than from a button in the product. Photos and files come over on their own.
HaloPSA	Clients file Users file Tickets file	Their help site does not serve readable pages, so we have not been able to record what this one can export. They list migration partners on their own integrations page, and a file from one of those is fine here. Photos and files come over on their own.
Syncro	Customer Export Ticket Export Invoice Export	Contacts are not on the export screen. Ticket comments are not on the export screen either. We keep one total for each invoice and what has been paid against it, so the balance still owing is worked out rather than stored. There is no one button that exports everything. The invoice list can also be pulled straight from its own web address instead of the export screen. Photos and files come over on their own. Saved replies are set up in Laureo rather than carried across.
Kaseya BMS	No article about taking your own records out surfaced in the published knowledge base.	Nothing is published, so nobody can tell you what a download would leave behind.
SuperOps	Getting records in is documented in detail. Getting them out is not documented at all.	Nothing is published, so nobody can tell you what a download would leave behind.

Questions about the move

Related Resources

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