Setup from Excel
To be discussedYou send us your spreadsheets. We load your clients, your sites, your contacts and your contracts into your instance, we configure your taxes and, in IT, your SLAs, and we train your team.
Migration
The migration, we are the ones who do it
Changing software is frightening because most vendors hand you a CSV template and wish you luck. We pull your data out of another system or out of Excel, load it into your instance and have you validate it before anything gets unplugged. Fixed fee, quoted in advance.
How it goes
Three steps, and your old system stays up until the very end
- 01
We look at what you have
A call, an export, and we tell you straight what carries over well, what carries over badly and what is not worth carrying over at all.
- 02
We build your instance alongside
Your current software keeps running the whole time. You validate the data in your new instance before we even talk about switching. From day one, the instance speaks the vocabulary of your business type, with its roles and home dashboard.
- 03
We switch on the date you pick
One final pull of the last day's data, and you open your week in OKTO PSA. We stay on the line for the first few weeks.
What carries over
Your history comes with you
You built this data over years. It does not stay behind in the old system.
- Clients, sites and contacts
- Requests, tickets and their history
- Billing history
- Contracts and remaining blocks of hours
- Assets and equipment attached to sites
- Your SLA calendars, for IT services
Migration from other software
To be discussedWe pull your tickets or work orders, your clients, your billing history and your contracts out of your current PSA or management software. We do the work, not you.
Import it yourself
Self-serveClients, prospects, contacts, products and services: the import reads a CSV, Excel or vCard file, suggests the columns and flags duplicates. Nothing is written until you start it.
Migration, questions
Migration questions
On timelines, on history, and on what happens when your data lives in Excel.
Your question is not here?
Write to us. Someone in Trois-Rivières answers, not a chatbot, and the answer comes in less than one business day.
Ask your questionThe timeline depends on the volume and on the shape your current data is in. We set the plan and the switchover date with you before we start, and nothing gets unplugged until you have validated it.
No, that is precisely what the migration package is for: clients, sites, contacts, requests and tickets, billing history and contracts all carry over.
That is the most common case among service businesses, in IT as in construction. Setting up from spreadsheets is a fixed fee, quoted in advance.
Yes, for your clients, prospects, contacts, products and services. The import reads a CSV, Excel or vCard file, suggests the columns, shows a preview and flags records that already exist. Nothing is written until you start it. Tickets, billing history and contracts are moved by us, at a fixed fee.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionYes, for your clients, contacts and products and services: a CSV, Excel or vCard file, up to 20,000 rows, and nothing is written until you start the import. For the full history (tickets, projects, invoices), we do the migration for you, at a fixed fee.
Send us an export and we will tell you what it looks like.
No strings attached and no charge. We will also tell you honestly if your situation is more complicated than most.
OKTO Solutions, Trois-Rivières, Quebec