Verify imported data

Validate the migration before the wider team starts work in Keito. Use the preview counts recorded before import, source-system reports, and financial totals rather than relying only on the completion message.

Record-count checks

Compare each selected source type with its result:

Data	Where to check in Keito	What to compare
Clients	Manage → Clients	Count, name, address, project relationships
Projects	Projects	Count, client, code, budget, assignments
Tasks	Manage → Tasks	Names, default rates, project availability
Team	Team	Identity, role, workspace access, invitation state
Time entries	Time and Reports	Count, date, person, project, task, duration, billable state
Expenses	Expenses	Count, date, project, category, amount, billable state
Invoices	Invoices → All	Number, client, dates, state, amount, outstanding balance
Estimates	Estimates → All	Number, client, dates, state, line items, amount
Settings	Settings	Currency, timezone, time preferences, working week

Keito includes default tasks and expense categories. Matching defaults can be reused during import, so final target totals may not equal the number of new records created. Validate names and relationships as well as totals.

Time and project checks

Select at least:

• one recent week;
• one older historical week;
• one billable project;
• one non-billable entry when the source contains one;
• one project with a budget.

Confirm the person, project, task, date, duration, notes, and billable state.

Then compare project codes, client relationships, recorded hours, and remaining budgets.

Financial checks

Financial validation needs totals as well as record counts.

For invoices:

1. compare total invoice value;
2. compare outstanding balance;
3. spot-check draft, open, paid, and cancelled states present in the source;
4. compare document numbers, issue dates, due dates, taxes, and line items;
5. confirm each invoice belongs to the correct client and project.

For expenses, compare total value by currency and spot-check categories, project relationships, notes, and billable states. For estimates, select All so accepted, declined, and expired documents are included.

People and permissions

Imported teammates are added without automatically receiving invitations.

Before inviting anyone:

• match each person to the correct identity;
• review administrator and manager roles;
• check project assignments;
• confirm hourly and billable rates;
• remove access that should not carry into the new workspace.

Sign-off record

Record the result outside the migration token or credentials:

Check	Owner	Result
Source and target record counts	Migration owner	Pass / follow-up
Total imported hours	Operations owner	Pass / follow-up
Project and task mappings	Project owner	Pass / follow-up
Expense totals	Finance owner	Pass / follow-up
Invoice values and balances	Finance owner	Pass / follow-up
User roles and permissions	Workspace administrator	Pass / follow-up
Currency, timezone, and working week	Workspace administrator	Pass / follow-up

Resolve every follow-up before making Keito the system for new work. If a phase repeatedly fails, record the phase and non-sensitive error message, then contact Keito support. Never send the Personal Access Token.

Next step

When verification is signed off, use the cutover checklist.