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.
- CSV / Excel
- QuickBooks
- Shopify
- FreshBooks
- Xero
- Your current system
The plan
Six steps, three phases
Nothing goes live until a test import has been checked and the opening records match your source.
Prepare
- 1
Prepare your source data
Identify the systems, files and owners for customer, supplier, product, inventory and finance records before the move begins.
- 2
Clean and map the fields
Remove duplicates, standardise codes and match each source field to the correct Clientlly record.
Test
- 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.
Go 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 us guide your first live workflow at no additional cost.
Test import checks
Step 3 — on a controlled sample
- Names
- Taxes
- Currencies
- Dates
- Balances
- Document relationships
Go-live checks
Step 4 — before the final import
- Stock quantities
- Customer balances
- Supplier balances
- Open invoices
- Opening accounting entries
Guided go-live at no additional cost
We guide your first live workflow once the final import is confirmed.
Talk to onboardingBring your business workflows together
Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.