Run the business / Data imports

Move your records without starting over. Your customers and history come with you to the new system.

Quoted per project

customers_export_2019.csv

1 duplicate · 1 missing phone · 4 phone formats

Customers · cleaned and imported

Merged, formatted, and checked against the original

DemoA messy spreadsheet export on the left and the cleaned-up result on the right. The data is made up.

Nothing gets left behind.

Before you switch, we count every kind of record in both systems and spot-check them with you. You only move when the numbers match.

We can move you out of

QuickBooksSquareShopifyCloverMindbodyLightspeedExcel and Google Sheetsanything that exports

Switch-over checkOld systemNew system

Customers4,8124,812

Addresses5,3075,307

Products1,2861,286

Past orders12,39012,390

Payments8,8778,877

Gift cards418418

Every count matches. 40 records spot-checked with you. Ready to switch.

Customers and history
Names, addresses, phone numbers, past orders, and invoices all come along.
Cleaned up on the way
Duplicates merged and obvious typos fixed before anything moves.
Checked side by side
We compare counts and spot-check records together before you switch.
Keep working meanwhile
Your old system stays on until the new one is ready.

Moving off old software?

Works well with