SWITCHING
Your existing data comes with you. Nothing gets lost.
Whether you work with Excel, Google Sheets, a webshop or another system: we move your data over. You check it before we go live.
From separate tools to one system
- CRM
- Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, monday.com, Teamleader, Odoo, Freshsales, Insightly, Copper, Keap
- Accounting & invoicing
- Exact Online, Moneybird, AFAS, Twinfield, SnelStart, e-Boekhouden.nl
- Mailchimp, Brevo, ActiveCampaign, Klaviyo, MailerLite, Laposta
- Planning
- Asana, Trello, ClickUp, Notion
- Forms, scheduling & e-signing
- Typeform, Jotform, Calendly, Docusign, PandaDoc
- Integrations
- Zapier, Make, n8n
Not everything has to go. What works well, we connect. What overlaps, we build in.
Where it comes from
- Excel and Google Sheets
- Your webshop
- Your current CRM or accounting system
- Loose customer lists and exports
- 01
Collect
All lists and exports in one place. The original stays untouched.
- 02
Review
Duplicate customers, empty fields, messy dates. You get an honest report, and you decide what comes across and what doesn’t.
- 03
Trial import
Twice in the test environment. The second time, nothing may be duplicated.
- 04
You check
Spot checks on screen, next to your old list. We only continue once you approve.
- 05
Switch day
Backup first, then the import, and your old system goes read-only the same day.
And the other way round, too.
If you ever want to leave, you take all your data with you in a standard format. No lock-in.
Frequently asked questions
- Will we lose any data?
- The original stays untouched, and we first import twice into a test environment.
- Can we keep working during the switch?
- Yes. You keep working in your old system until switch day.
- What if our data is messy?
- That’s normal. That’s why we review it first, and you decide what comes across.
Not sure which service fits?
Tell us how you work now. We’ll tell you honestly what you need — and what you don’t.