> ## Documentation Index
> Fetch the complete documentation index at: https://docs.velyti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migration

> Follow the loading of your paper files and register many signed scans at once.

**Migration** follows how far your paper files have been loaded into Velyti, and registers many signed scans at once. You find it under **Administration** in the side menu. It needs permission to update documents. When Velyti loads your files for you, give it a **Migration** access from [Support](https://docs.velyti.com/en/help/support.md).

![The progress of the migration and the bulk upload of scans.](https://mintcdn.com/steven-org/EdymqxKV5FubVYmB/images/en/migration.png?fit=max\&auto=format\&n=EdymqxKV5FubVYmB\&q=85\&s=0fd4890d5c1d3ff536768a2dc5421f0a)

The progress of the migration and the bulk upload of scans.

## Progress

* **Contract numbering**: for each company code, the next number and how many contracts come from paper, with the highest printed number.
* **Vehicles in stock**, **Contracts from paper** and those **Without their signed scan**, listed with a link to each.
* **Procedures from paper**, by status. A warning lists paper transfers still a draft whose contract is completed: record their paper outcome.
* **Open transfers waiting for a buyer**, with the oldest.
* **Months of history**: the demand forecast needs 7 months with sales or purchases.

## Import from Excel

To load many contracts at once, select **Download template**, type one row per paper contract and upload it with **Upload filled template**. It needs permission to create contracts.

* One row per contract: a vehicle's purchase, then its sale, oldest first. The vehicle's columns go on its first row.
* For a client that is a company, choose **Tax ID (NIT)** as **Document type**, fill in **Company name (NIT client)** and the legal representative's columns, and leave **First names** and the client's surnames empty. The NIT may carry its check digit after a dash; a wrong digit marks the row. A company already in Velyti with that NIT is reused.
* A sale needs the vehicle's purchase, in the file or already in Velyti. A purchase with no paper contract leaves **Printed number** empty.
* A vehicle that the file buys and sells, completed, can leave **VIN**, **Serial number**, **Bodywork**, **Fuel**, **Displacement (cc)** and **Power (HP)** empty when its papers do not show them. It is shown without them and cannot be bought back until they are filled in. A vehicle that stays in stock needs them.
* **Transfer on paper** records what the paper shows the transfer came to; leave it empty when the transfer is still pending.

After the upload, each row shows **Ready** or **Has errors**, with the column and the reason. Correct the file and upload it again, or load the ready rows with the button that counts them, for example **Load 12 rows**. Rows already in Velyti show **Already in Velyti**: loading the same file twice does not duplicate anything. **Discard** stops an import and deletes the data it holds.

> [!TIP]
>
> Set the **Next contract number** of each company before importing, so the printed numbers are not far above it.

## Upload scans together

Name each file after its document, contract number and company code, and add `_2`, `_3` for further pages:

| Document | File name |
| - | - |
| Purchase contract | `PURCHASE-15-RA.pdf` |
| Sale contract | `SALE-16-RA.pdf`, `SALE-16-RA_2.pdf` |
| RUNT form of the transfer | `RUNT-15-RA.pdf` |
| Power of attorney of the transfer | `POA-15-RA.pdf` |
| Open-transfer contract | `OPEN-15-RA.pdf` |
| RUNT form of a lien release | `RUNT-LIEN-15-RA.pdf` |

Files named in Spanish (`COMPRA`, `VENTA`, `PODER`, `CARTA`, `LEV`) are read too. Choose the files: the table shows each document and its **Status**, **To register**, **Adds pages**, **Already signed** or **Contract not found**. Then select the button that uploads them, for example **Upload 3 documents**. Each document is registered as signed on paper, as in [Documents](https://docs.velyti.com/en/contracts/documents.md).


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