Moving from spreadsheets to business software: migrating your customer list and records
A step-by-step plan for leaving Excel or Google Sheets: data cleaning, column mapping, duplicates, opening balances, a test import and bringing the team across.
Set up what you just read, today.
Bookings, orders, collections and customers in one Era workspace. It runs on your own Claude, Codex or Antigravity subscription, or your API keys.