What Certyneo can transfer
Everything exportable from your current platform is re-imported with us, in the right format, with proper metadata.
Your signed documents
Finalised PDFs with audit trail, downloaded from your current platform and re-attached to your contacts in Certyneo.
Your eIDAS evidence
Qualified timestamps, audit logs, completion certificates — everything archived in Certyneo with the same evidential value.
Your metadata
Titles, tags, categories, send and sign dates, status, senders and recipients. Nothing is lost.
Your workflows
Envelope templates, signature orders, recurring fields, automated reminders — we rebuild the equivalent in Certyneo.
Our 7-step process
From first contact to go-live, everything is structured. You know what happens and when.
- 1
Audit of your environment
We inventory your DocuSign or Yousign base: volume, document types, active workflows, users, integrations.
- 2
Mandate and transfer agreement
You sign a mandate authorising us to access your exports. Transfer agreement with RGPD processor clause included.
- 3
Export from source platform
Complete export of documents, evidence and metadata via official DocuSign / Yousign APIs. Nothing is scraped.
- 4
Mapping to Certyneo
We map your fields, categories, statuses and roles to the Certyneo model. A compliance report is produced.
- 5
Re-import into Certyneo
Bulk import into your new environment. eIDAS evidence remains attached to the correct documents and users.
- 6
Testing and validation
We verify by sampling the integrity of documents, correct assignment and evidence readability.
- 7
Deployment
Co-ordinated switchover with your teams. The old platform moves to read-only; your teams switch to Certyneo.
Three migration packages
Final pricing depends on the audit — no standard price list surprises at invoicing.
Starter
For small businesses and small databases (< 1,000 documents)
Fixed fee, final price after audit.
- Audit of your source database
- Export of signed documents
- Recovery of eIDAS evidence
- Re-import into Certyneo
- Acceptance testing via sampling
Business
For SMEs and mid-market companies (1,000 to 50,000 documents)
Depending on volume and number of workflows migrated.
- Everything in the Starter pack
- Recovery of complete metadata
- Workflow reconstruction
- Import of templates and models
- Migration of users and roles
- Training for key teams
- Dedicated support for 30 days post-cutover
Enterprise
For large organisations (> 50,000 documents)
Bespoke project, quote after scoping workshop.
- Everything in the Business pack
- Multi-account recovery from DocuSign/Yousign
- API integrations (HubSpot, Salesforce, SAP)
- Orchestrated cutover plan by team
- SAML SSO / Entra / Google Workspace
- Bespoke DPA and GDPR annexes
- Contractual migration SLA
- Dedicated account manager
- Priority support for 90 days post-cutover
The packages above are indicative. The final quote is prepared after step 1 audit and depends on volume, integrations and workflow transfer scope.
What we promise — and what we don't
Migrating a signature platform has technical limits imposed by DocuSign and Yousign. We are transparent about them.
What we commit to do
- Recover 100% of signed documents that the source platform exports via its official API.
- Preserve the probative value of eIDAS evidence (timestamping, certificates, audit trail).
- Deliver a detailed compliance report specifying exactly what was imported and what could not be.
What we don't claim to do
- We do not circumvent export limitations imposed by DocuSign or Yousign (archived envelopes > 7 years old, deactivated accounts).
- We do not promise to recreate advanced conditional workflows specific to the source platform identically.
- We do not guarantee exact equivalence of proprietary proof formats — only eIDAS legal value is guaranteed.
Frequently asked questions
The six questions asked by 90% of our prospects.
How long does a migration take?
Between 2 and 8 weeks depending on volume and pack chosen. Small databases (< 1,000 documents) complete in 2–3 weeks. Enterprise multi-account migrations can extend to 2–3 months, including cutover.
Is the migration GDPR compliant?
Yes. We sign a DPA upfront, access only necessary data via your API credentials, and everything is hosted in Germany (EU). Your exports are deleted 30 days after cutover.
Do my eIDAS proofs retain their legal value?
Yes. Proofs produced by DocuSign or Yousign remain valid and are archived as-is in Certyneo. eIDAS legal value is not degraded by the migration.
What if my source platform doesn't export everything?
We document each non-exportable case in the final compliance report. You decide in full knowledge whether to retain read-only access to the old platform or to accept the loss.
Will you rebuild my automated workflows?
Yes in Business and Enterprise packages. We recreate the Certyneo equivalent of your envelope templates, signature orders, recurring fields and reminders. Highly specific conditional flows are adapted on a case-by-case basis.
Do I need to commit to a Certyneo plan before migration?
No for the quote and audit. Yes for the actual go-live — you sign a Certyneo subscription agreement alongside the migration contract. Both start on go-live day.