Implementation & buying

How do you migrate from spreadsheets to an ERP?

Migration is not a 15-year archaeology project on day one. Spectr onboarding is built to move awarded work onto one product record — CAD to scan — while estimating and historical files can wait. Data migration tools and support are part of that story; bring your actual objects.

See this on your jobs Onboarding conversation

Key facts

The file that lies most often is your first target — usually the BOM or the ship list.
Do not recreate Excel inside the ERP. If you need 40 columns, the object is missing.
Keep Sage or Jonas. Move the product identity.
Train on scans, not formulas.

How shops handle this

Inventory the files that describe one job
BOM, cutlist, PO tracker, ship list, install checklist.
Pick a backbone job
Awarded, drawings in motion.
Issue from CAD, label, pack by scan
That loop teaches the shop.
Add the field last
After crate truth exists.

Common questions

What about old jobs?

Close them in Excel if you must. New awards should not go back into a blank workbook.

Can we export to Excel still?

For analysis, yes. Excel should not be the live inventory.

Experience how Spectr could fit in your shop

From the jobs you're quoting now to the installs you're managing next month — we'll walk through your actual work, not a canned tour.

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