Move to Sole
Migration guide
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How to transition from other software or MS Excel to Sole
At Sole, we are dedicated to making your transition as seamless as possible. While we are currently developing an automated upload form to streamline the process, transitioning to Sole is already easy and straightforward. To ensure a smooth start, we recommend setting up a support call with our team. Additionally, our 10-minute BootCamp is designed to quickly get you familiar with the platform and its features.
1
Download and save your data from your existing software or Excel file. Remember to also download your invoices and expense receipts.
2
Log in to Sole and update your quote and invoice numbers in the settings to continue from your previous sequence (e.g., if you are up to INV-1000, set Sole to commence with INV-1001).
Instructions
3
Go to the Transactions tab, click on 'Transactions' and click 'Add Transaciton', then and click 'Bulk upload'
4
This will upload your opening balances and transition you into Sole.
5
Store your old information so that these extracts and reports can be accessed as needed.
Note: Once the new upload functionality is complete, Sole will assist you in uploading all your information into the platform.
