Verifying and optimizing after migration

  • 14/10/2025
  • 3 minutter at læse

After you complete the Continia Banking Data Migration Setup, verify, test, and fine-tune your configuration to ensure everything works as expected.

To verify the general setup

Start by verifying that your general setup is complete and correctly configured.

  1. Check module activation - search for Continia Solution Management to confirm that all relevant Continia Banking modules are activated.
  2. Run assisted setups if skipped - if not completed during migration, use the Continia Banking Setup assisted setup to configure:
    • Bank accounts
    • Payment balance account
    • Recipient payment information
    • Security module (if applicable)
  3. Re-establish bank connections - if you use direct communication with your bank, re-establish the connection. Depending on your bank, you may need to restart onboarding or request a new PIN code. See the Overview of supported banks for detailed information for a specific bank.
  4. Review manual setup options - from Manual Setup on the Continia Banking Setup page, you can access Banking Export Setup and Banking Import Setup. Review the default settings and make adjustments. Refer to the manual setup guides for both Banking Export and Import to ensure proper configuration.

To verify the Banking Import Setup

Start with the default settings and adjust only if your organization previously relied on specific Payment Management functionality.

For detailed information, see Configuring Banking Import settings after migrating from Payment Management.

To verify bank accounts

Review your Bank Account Cards to ensure proper functionality.

For detailed guidance and suggested actions, see Reviewing and configuring bank accounts after migration.

To verify rules

You can rely on Continia Banking to handle most reconciliation tasks automatically, so in many cases you won’t need to recreate rules from Payment Management. However, if your organization used specific rules for customer, vendor, employee, or bank account reconciliation, you may need to review and recreate some rules in Continia Banking to ensure the desired matching behavior is preserved.

For detailed guidance, see Migrating rules from Payment Management.

Payment Management to Continia Banking data migration overview.