Switching guide
Move your business to SAPUGO in five steps
Coming from spreadsheets or a mix of tools? Follow these steps in order and your team keeps working while you switch.
- 1
Write down how work flows today
List what you track and who touches it. Customers, orders, jobs, projects: each one usually becomes a table.
- Which spreadsheets and tools you use
- Who enters data, and who only reads it
- What happens step by step, for example from quote to invoice
- 2
Describe your business to SAPUGO
Start a free workspace and describe your company in a few sentences. Review the proposed tables, views, and workflows before anything is created.
- Name your main records
- Mention the stages work goes through
- Say who should see what
- 3
Import your data
Export each sheet as a file and import it into the matching table. Then link related records, like orders to customers.
- Clean up duplicates before importing
- Import the main lists first, then the records that refer to them
- Check a few records by hand
- 4
Set permissions and invite your team
Decide who sees which tables, rows, and fields. Then invite your team and show them their views.
- Create groups for roles like office, field, and finance
- Hide prices or salaries where needed
- Invite a few people first, then everyone
- 5
Run both for a week, then switch
Work in SAPUGO and keep the old sheets read-only for a week. Once everyone is comfortable, archive them.
- Add the first workflows, like reminders
- Collect feedback from the team
- Make the old files read-only
Want help moving over?
Book a call and we plan the switch with you, including how to bring over your existing data.
Start with a description of your business
Tell SAPUGO how your company works. Your system is ready in minutes, and you can change everything later.
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