1. Prepare your source data
Identify the systems, files and owners for customer, supplier, product, inventory and finance records before the move begins.
Migration guide
Move your business data with a clear plan
Bring customers, suppliers, products, inventory, open invoices and financial history into Clientlly from CSV, QuickBooks, Shopify, FreshBooks, Xero or your existing system.
2. Clean and map the fields
Remove duplicates, standardise codes and match each source field to the correct Clientlly record.
3. Run a test import
Import a controlled sample first to verify names, taxes, currencies, dates, balances and document relationships.
4. Validate opening records
Review stock quantities, customer and supplier balances, open invoices and opening accounting entries before going live.
5. Configure the new workflow
Set roles, permissions, numbering, approvals, templates, integrations and the modules your business will use.
6. Go live with guidance
Schedule the final import, confirm key totals and let our onboarding team guide your first live workflow at no additional cost.