Migration & Imports

Migrating to PanelDesk without losing your history.

Name: PanelDesk Data Migration & Imports
Brand: PanelDesk

Moving systems shouldn't mean starting from zero. Bring your customer list across free, import your document history from your previous system, and get hands-on help from our team. And your data stays yours: export everything any time.

Talk to us about migrating View all features

Migration paths

Three ways to bring your data across

Use one or all of them. Most workshops start with the free customer import and add their document archive after.

Fully supported

Archive import from your previous system

Bring your document history across so old jobs stay at your fingertips.

Import your original quote, invoice, parts order, and attachment PDFs from a ZIP export of your previous system, stored safely in PanelDesk.
Imported documents are organised and viewable inside PanelDesk — open or download the original PDFs whenever you need them.
Whether a once-off fee applies depends on how much data you bring across — confirmed upfront before anything is imported.

Free & self-serve

Customer list import

Bring your customer book across in minutes, at no extra cost.

Import your customer list from a CSV file, free of charge.
Self-serve with a guided preview, so you check what comes across before it lands.
Names, contact details, and account references map onto PanelDesk customer records.

We'll take a look

Coming from something else?

Tell us what you use today and we'll help you figure out the move.

If you can provide an export of your data, we'll help you import it — whatever system it comes from.
Migration help is part of onboarding, not an upsell.
Start with a quick message and we'll take it from there.

Message us on WhatsApp

Your data stays yours

Switching to PanelDesk is not a one-way door. You can export your records, along with your photos and documents, as a ZIP at any time. No lock-in, no exit negotiation.

Full export of customers, vehicles, quotes, job cards, and invoices.

Photos and documents included alongside your records.

Run an export whenever you want an off-platform backup.

How migration works

From your current system to live in PanelDesk

A clear path with help at every step, so switching feels like a checklist instead of a leap.

Tell us what you're using today

A quick conversation about your current system and what history matters to you.

We review your export and confirm upfront

If you want your document archive imported, we review your export and confirm upfront whether a fee applies — before anything happens.

Import your customer list free

Bring your customer book across yourself with the free CSV import, with a preview before anything is saved.

We import, you verify

Archive imports are loaded for you, then you check that your history looks right inside PanelDesk.

Go live with your history on hand

Run new work in PanelDesk from day one, with your old document PDFs viewable when you need them.

Migration FAQ

Data Migration FAQs

Answers to the most common questions workshops ask before moving to PanelDesk.

Yes. Customer lists import free via CSV, and your original quote, invoice, parts order, and attachment PDFs can be imported from a ZIP export of your previous system, stored safely and viewable inside PanelDesk. Tell us what you use — if you can provide an export of your data, we'll help you import it.

It depends on how much data you bring across: smaller imports may carry no fee at all, while larger archives carry a once-off fee. Either way, we confirm it upfront before anything is imported, so there are no surprises.

Yes. Importing your customer list from a CSV file is free and self-serve, with a preview so you can check what comes across before it is saved.

No. Your historical documents and attachments can come across as the original PDFs in an archive import and stay viewable inside PanelDesk, so old jobs remain at your fingertips.

Yes. Your data stays yours: you can export your records along with photos and documents as a ZIP at any time. There is no lock-in.

The customer list import takes minutes and most workshops start quoting the same day. Archive imports are scheduled with you once your export has been reviewed and confirmed.

Ready to migrate without the risk?

Tell us what you're running today and we'll map out the move: free customer import, upfront clarity on any archive fee, and help the whole way.

Talk to us about migrating