Migration from spreadsheets and other tools
Moving years of records is the part most people dread. We clean the files, match the columns and import them, then check the result with you.
What this service is for
Most businesses arrive with spreadsheets, exports from older software and a few lists nobody quite trusts. That is normal.
The platform has an import tool for products, customers, leads, employees, invoices and expenses from CSV or Excel files. It guesses which of your columns go where, shows what will be created or updated before anything happens, and lists the rows it cannot take. We use that same tool, carefully, and deal with the messy parts for you.
What is in, and what is not
The written quote sets the exact scope. These are the usual boundaries.
Usually included
Adjusted to your business in the quote.
- An inventory of what you have, where it lives and what should come across
- Cleaning files: duplicates, empty names, numbers stored as text
- Matching your columns to ours and checking every guess
- Importing in batches, starting with a sample
- Fixing or re-importing rows the tool could not accept
Not included
Some of these are other services, or stay with you.
- Data you do not have the right to move
- Rebuilding history that was never recorded
- Running your old and new systems side by side for you
How the work runs
Timings depend on your business, so they are set out in the quote rather than promised here.
We work inside your business through a role you give us. Every business keeps an audit log.
Look at the data
You share exports or spreadsheets. We tell you what can come across and what cannot.
A written plan and quote
Which records, in which order, how we will check them, and the cost of our work.
A sample import
A small batch first, so you can check it looks right in the channel.
The full import
Everything else, with the rows that could not be imported listed and fixed.
Checks with you
We compare totals and spot-check records together before you rely on them.
What we need from you
Ready before we start, where you can.
- Exports or spreadsheets of the records you want to move
- Confirmation that you are allowed to move them
- Someone who knows the data and can answer questions about it
- A channel set up to receive the records
What you get at the end
Yours to keep, whatever you decide next.
- Your records in the right channel and app
- A list of anything left behind, and why
- Before-and-after totals so you can check nothing is missing
- Clean templates for future imports
About migration from spreadsheets and other tools
Which tools can you migrate from?
How long does it take?
What if some rows will not import?
Is there a price list?
Other services
Ask us for a quote
Tell us a little about the business and what you want done. We will come back with questions, then a written scope and quote.