Loading...
Loading...
Thorbis lets you move off spreadsheets and get organized without losing your history. Your customer list, job notes, price list, and outstanding balances come over through guided migration with a validation step before cutover, then live in one connected system — customers, scheduling, estimates, invoicing, and payments — instead of tabs you have to keep in sync by hand.
You're copying the same customer and job details between more than one sheet.
Following up on unpaid invoices means scrolling a spreadsheet, not a real list.
Two people editing the same file is starting to cause mistakes.
You want job history and payments tied to each customer automatically.
We never claim every record type moves from every tool. Here's what comes over from this source — and what doesn't move cleanly.
Comes over
Doesn't migrate cleanly
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report — it is not a real customer's data.
Workspace: Sample Plumbing Co. (placeholder)
My spreadsheet is messy — can it still be imported?
Usually yes. We review your file and map the columns that are there. The validation step shows exactly what mapped and what didn't, so you decide before anything goes live.
Will I lose the history I've built up?
Your customer list, notes, price list, and outstanding balances come over. Detailed past invoices that exist only as totals typically come in as opening balances rather than line-item records — the validation report makes that clear.
Do I have to set everything up at once?
No. Start with customers, scheduling, estimates, invoicing, and payments, and turn on more modules — dispatch, service agreements, inventory — only when you're ready.