Excel & CSV
Use exports from your current system or Winbox templates.
DATA MIGRATION
Change systems without starting from zero.
Export from the CRM/ERP you use today and Winbox guides you through an organized migration of your data.
THE PROCESS
First we preview. Then map. Then test. Only then import.
01File
→02Preview
→03Mapping
→04Transformations
→05Dry run
→06Import
Duplicate control
Choose whether duplicates are skipped, updated or created.
Relationship preservation
Customers, vehicles, jobs, appointments and related records can remain connected.
Migration history
We keep batch, source, user, results and errors so you know what happened.