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Switch to Toolie — bring everything across

Import your clients, sites, staff, suppliers, price list, jobs, quotes, invoices (paid history too), timesheets and notes from your old app or a spreadsheet. Preview first, skip duplicates, undo any time.

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Bring the whole history across — not just the client list

Toolie’s Move from another app importer reads the files your old app exports and brings across your clients, sites, staff, suppliers, price list, jobs (including finished ones), quotes, invoices of every status (including paid history), timesheets, purchase orders, bills and notes. You see what it found before anything is saved, and you can undo the whole import afterwards.

How it works

Export from your old app. Use the export or download option on each list or report (CSV or Excel). Bring as many lists as you like.
Drop the files in. Add several files at once. An Excel file with more than one sheet is fine — each sheet is read on its own. Toolie works out which app the file came from and what each file contains.
Check the preview. You get counts of what’s new, what’s skipped and what’s already in Toolie. If Toolie can’t tell what a file is, pick its type and match the columns yourself.
Import. Everything lands in one go. Find it later under Past imports, where you can undo any import.

Where to find it

In the app it’s Move from another app in the Money menu, and there is also a button on the Clients page.

What comes across

ClientsNames, contact details and addresses. Matched against clients already in Toolie so you don’t get doubles.

SitesSite addresses, kept on the client record.

StaffYour crew list. Toolie doesn’t create logins or send invites — you add those when you’re ready.

SuppliersYour merchants and suppliers.

Pricebook itemsYour price list, so your own rates are there when you quote.

JobsOpen jobs, plus finished and lost jobs as history.

QuotesAttached to the matching job, or brought in as a job at the quote stage, keeping your quote number and line items.

InvoicesEvery status, including paid history. Original numbers, dates and totals are kept to the cent.

TimesheetsKept as history against the job and the person. They are never billable and never go into payroll.

Purchase orders & billsLinked to a job where Toolie can match one.

NotesJob and client notes.

Safe for your books, your GST and your customers

History stays history. Paid and finished records, and old timesheets, are kept for reference. They don’t post to your books, they stay out of your GST return, and they don’t push to Xero.
No surprise reminders. Imported invoices aren’t auto-chased, so a customer who paid your old app last month doesn’t get a payment reminder from Toolie. Chasing starts when you send one yourself.
One opening balance. What you’re owed and what you owe comes across as a single opening balance, not hundreds of re-posted transactions.
Re-import safely. Duplicates are skipped, so running a fresh export later doesn’t double up your clients, jobs or invoices.
Undo. Every import is listed under Past imports and can be undone.

Apps Toolie recognises

Toolie recognises exports from the apps below, matching columns by heading rather than position. Which lists each app lets you export is up to that app and its version, so use its export or download options — the notes here are the lists Toolie can read. If a file has been renamed or edited in Excel and Toolie isn’t sure, you get a quick column-matching step instead of a failed import.

TradifyCustomers, sites, suppliers, jobs, quotes, invoices, timesheets, purchase orders and your price list can each be brought in. Finished jobs and paid invoices come across as history.

FergusCustomers, jobs, quotes, invoices and your price list. Part-paid invoices are read from the status, and paid invoices and finished jobs come in as history.

ServiceM8Clients, jobs, staff and price-list items.

XeroContacts (customers and suppliers), invoices and bills. Xero doesn’t hold jobs, so bring those from your job app or a spreadsheet.

MYOBCards (customers, suppliers, employees), items and sales. Naming the file with the word customers or suppliers helps Toolie tell cards apart, or you can pick the type yourself.

JobberClients, jobs, quotes and invoices.

AroFloClients, tasks (jobs), quotes, invoices, items, staff, timesheets and purchase orders.

simPROCustomers, sites, jobs, quotes, invoices and catalogue items.

BuildxactEstimates and your catalogue.

NextMinuteClients, jobs, sale items and invoices.

BuildertrendEstimates and cost-code lists.

Using something else? Any CSV or Excel spreadsheet works as long as the first row has headings — Name, Email, Phone, Address; Job, Customer, Status, Value; or Invoice number, Total, Amount due. See how Toolie compares with Tradify, Fergus, ServiceM8, AroFlo, simPRO, Buildxact, NextMinute and Buildertrend, or all of them on the comparison page.

What isn’t there yet

Photos and attachments from your old app don’t come across, and there’s no one-click connect to your old account yet — the importer works from exported files. Keep your old app’s export or archive until you’re happy with the result.

Try it alongside your old app

The 14-day free trial needs no credit card, so you can import a set of exports, look it over and undo it if you want to start again. Plans are flat-priced for the whole crew from NZ$49/mo (ex-GST).

Next: the feature guide, job management, invoicing, or get in touch if you’d like to talk through a move.

Common questions

Which apps can I move to Toolie from?

Toolie recognises exports from Tradify, Fergus, ServiceM8, Xero, MYOB, Jobber, AroFlo, simPRO, Buildxact, NextMinute and Buildertrend. Any CSV or Excel spreadsheet with headings in the first row also works.

What comes across?

Clients, sites, staff, suppliers, price-list items, jobs (including finished ones as history), quotes, invoices of every status including paid history, timesheets, purchase orders, bills and notes.

Does it create logins for my staff?

No. Staff come across as crew records only; no logins or invites are created. You add those in Toolie when you are ready.

Will my old paid invoices end up in my books or GST return?

No. Paid and finished history is kept for reference only. It stays out of your books, your GST return and Xero, and imported invoices are not auto-chased. What you are owed and owe comes across as one opening balance.

Can I see what will be imported before it happens?

Yes. Toolie shows counts of what is new, what is skipped and what is already in Toolie before you import, and you can match columns yourself if it cannot tell what a file is.

What if I import the same file twice?

Duplicates are skipped, so re-importing a newer export does not double up clients, jobs or invoices.

Can I undo an import?

Yes. Every import is listed under Past imports and any of them can be undone.

Can I bring photos and attachments, or connect my old account in one click?

Not yet. The importer works from exported files and does not bring photos or attachments across.

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