Export your current cases
Pull your existing cases and contacts from your current system or spreadsheets. A clean export of recent and open cases is the starting point for the import.
Migration Guide
Funeral home software migration guide
Switching systems sounds heavy, but it follows a clear path. This guide covers what to prepare, what happens in the first week, and what carries over, so your team keeps serving families without disruption.
What to prepare before you switch
A little preparation makes migration smooth. Gather these before you start, and the rest of the move stays simple.
List your locations and staff
Note each location and who needs access. This lets us set up role-based permissions so the right people see the right cases from day one.
Gather your documents
Collect the packets, forms, and contracts you generate most often. These become your document templates so signed paperwork looks the way families expect.
Confirm your QuickBooks setup
Know whether you run QuickBooks Online or Desktop and have access ready. We connect the sync so invoices and payments flow without retyping.
Note your preneed contracts
If you carry preneed, gather those contracts so they come in ready to convert to at-need when the time comes, without re-entry.
Pick a go-live week
Choose a week that works for your team. We schedule the import review and training around it so your first live case lands when you are ready.
The week-one plan
Most firms run their first live case in week one. Here is how a typical week is structured, with our help at each step.
- 01
Day 0: import review
We load your exported cases and contacts and review the mapping with you, so the data lands in the right fields before anyone starts working in it.
- 02
Days 1 and 2: cases and contacts
Your open and recent cases are confirmed in FuneralHQ, with family and decedent details checked against your records.
- 03
Days 3 to 5: documents, payments, and QuickBooks
We set up your document templates and e-signatures, connect online payments, and link QuickBooks Online or Desktop so invoices and payments sync.
- 04
Days 6 and 7: training and first live case
Your team is trained on the daily workflow, and you run your first live case end to end, from arrangement to signed documents and a recorded payment.
What carries over
Some things move with you and some are set up fresh during onboarding. Here is what to expect.
Comes over in the import
- Existing cases, open and recent
- Family and decedent records and contacts
- Services, merchandise, and balances on each case
- Preneed contracts, ready to convert to at-need
Set up fresh during onboarding
- Document and packet templates for e-signature
- Online payment configuration for card and ACH
- The QuickBooks Online or Desktop connection
- Locations, staff, and role-based permissions
Common questions
How long does migration take?
Most firms run their first live case in week one. The import review happens up front, and documents, payments, and QuickBooks are connected in the same week, with our help throughout.
Will I lose any case history?
Your existing cases and contacts come over in the import, and we review the mapping with you before you start working. Your data stays yours and can be exported anytime.
Can I keep using QuickBooks?
Yes. FuneralHQ syncs to QuickBooks Online and Desktop, so invoices, payments, and customers flow without retyping once the connection is set up.
What happens to preneed contracts?
Preneed contracts come in during migration and convert to at-need without re-entering the details when a family needs to move forward.
Plan your migration with us
In 20 minutes we map your current cases to FuneralHQ and outline your week-one plan, so you know exactly how the move will go.