TRANSITION STEPS

Already Using Another ERP?

Here’s What Switching to ShopXpert Looks Like

DECIDE WHAT TO BRING OVER

If you want to transfer data, export customers, jobs, POs, and other key records from your current system

PREPARE YOUR DATA FOR IMPORT

Use our structured template to format your information for a smooth transition.

IMPORT DATA INTO SHOPXPERT

Upload and verify your data with our import tools.

MAINTAIN SERIALIZATION

Maintain continuity by setting the next PO, Job, or Estimate number where you left off.

QUICKBOOKS INTEGRATION (Optional)

Connect your QuickBooks account to sync financial data seamlessly.

Bring Your Data Into ShopXpert

ShopXpert allows you to transfer key data from your current ERP. We provide an import tool that lets you bring over essential information, ensuring a seamless transition.

Customers

Vendors

Employees

Estimates

Product Lists

Sales Orders

Jobs

Work Orders

Inventory & Stock Levels

Supplier RFQ's

Shipments

Customer Invoices

Set Up Serialization to Continue
Where You Left Off

ShopXpert’s serialization feature allows you to continue using your existing serial numbers for Purchase Orders (POs), Jobs, Estimates, and other key records, maintaining traceability and continuity with your old system.

IDENTIFY YOUR LAST SERIAL NUMBER

Review your previous ERP system and locate the last serial number used for POs, Jobs, or Estimates.

ENTER THE LAST SERIAL NUMBER IN SHOPXPERT

In the settings page, enter the last used serial number for each relevant record type (e.g., POs, Jobs, Estimates).

AUTOMATIC CONTINUATION

Once entered, ShopXpert will automatically generate the next serial number when creating new records, ensuring seamless continuity.

How to Switch to ShopXpert from Your Current ERP

Seamlessly Transfer Your Business Operations to ShopXpert

Talk To An Xpert