Onboarding
Switching is the easy part
Send us the exports from your current system. We import your customer contacts and legacy invoices, so on your first day the whole history is one search away.
STEP 1ExportExcel or CSV from your old system. Most can do it in a few clicks.
STEP 2We importCustomers, tickets and invoices, matched up and checked.
STEP 3SearchFind any old customer by name, phone, IMEI or invoice number.
In our own shop we brought across 12,500+ customer records and 35,000+ invoices from two older systems, one of them a FileMaker database going back to 2017.