Migration

Import from RepairDesk

Migrating from RepairDesk does not mean retyping anything or wrestling with columns: Procell reads the files RepairDesk exports as they are, and brings over your customers, inventory, services and past sales. Before anything is saved, you see a preview with the numbers.

1. Open it from Inventory

   Go to Inventory › More › Migrate from another POS and pick RepairDesk. Only the owner sees this option; an employee with inventory permission gets the generic CSV wizard. Everything goes to your active store.

2. Export four files from RepairDesk

   In RepairDesk, use the Export option in each section: customers, products (Inventory), the «Casual» services and the invoices. If you track serial numbers or IMEIs, also export the products file with serials.

3. .xlsx or .csv, any file name

   .xlsx and .csv both work, up to 32 MB each. An old Excel 97 .xls cannot be read: open it and save it as .xlsx or .csv. The file name does not matter: each file is recognized by its columns.

4. Invoices from a single store

   For now, one RepairDesk store per account is imported. An invoices file with several stores is rejected: export one store only. And if you already imported RepairDesk into another of your stores, this one is refused.

5. Choose what to bring: Customers

   Customers brings name, phone, email and address. If the customer already exists here (same phone), only the missing fields are filled in; nothing is overwritten. A customer without a valid phone is skipped.

6. Inventory: with quantities, catalog only, or nothing

   With quantities: cost, price and stock, without overwriting stock you already count here. Catalog only, quantities at zero: if your RepairDesk stock is out of date; count it yourself later. Or Don't bring.

7. Services come in turned off

   Services brings RepairDesk «Casual» items (software installs, cleanups…) with their price and cost. They come in turned off: turn on the quick-sale buttons you want to see at checkout.

8. Sales: your invoices, with their customer

   Sales brings your invoices so your reports have the history. Each sale creates or links its customer from the invoice, even if you do not check Customers. It also needs the products file.

9. Sales without inventory = catalog only

   If you check Sales and pick Don't bring for inventory, inventory still comes in as a catalog with quantities at zero. That way every sale carries its cost and profit is not inflated.

10. The cut-off date for sales

    Bring sales up to this day (included) suggests the day before your first sale in Procell, so what you already sold here is not counted twice. If you have not sold here yet, all of them come in.

11. Upload the files

    Tap Next: upload the files and upload them (several at once if you like). Each one says what it is and whether it is imported. The list ticks ✓ what arrived, and These files are missing says what is left.

12. Bringing sales? Upload the services file too

    Even if Services is unchecked: it gives the cost of the services you sold and creates no buttons. Without it those lines come in at cost 0 and show 100% profit. To go ahead anyway, tap Continue without the services file.

13. What is read but not imported

    Repair tickets, estimates, trade-ins, bundles and purchase order receipts (GRN) are not imported: they show in the list so you can see they were left out on purpose. The inventory count is only used to compare stock.

14. Calculate the preview

    Tap Calculate the preview. It runs on the server, not in your browser: usually about a minute, a few minutes for years of invoices. You can close the window: when you open it again it picks up where it was.

15. Check the numbers

    The preview shows how many customers, products, services and sales would come in, inventory value at cost, invoiced, tax and collected. Nothing has been saved yet. If you change the date, tap Recalculate the preview.

16. Import

    Tap Import now. Exactly what you previewed comes in: if you change a file or an option, the preview has to be calculated again. There is no undo button, which is why the preview is required.

17. In your reports, not in the register

    Imported sales go into your month-by-month reports (Profit & loss, Transactions…) on their own dates. They do not touch register Z reports or commissions: nobody in the POS sold them.

18. You can run it again

    What already came in is never repeated: no duplicate customers, products or invoices. Use it later to bring something you did not check, or invoices from days that were missing.

19. The files are deleted

    They carry your customers’ data, so they are deleted when the import finishes or when you cancel it. A migration nobody finishes is deleted on its own after 3 days.