Import guide

Moving from simPRO

simPRO's reports and lists can be exported to CSV.

Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.

Export from simPRO

  1. Customers and sites. Export your customer and site lists to CSV.
  2. Jobs, quotes and invoices. Use the reports for jobs, quotes and invoices, set the dates to cover everything, and export to CSV.
  3. Catalogue. Export your catalogue items for Vellier's price list.

Bring it into Vellier

  1. In Vellier, open Settings › Moving to Vellier and choose simPRO.
  2. Drop in the files. Vellier recognises each one and shows a dry run.
  3. Check the fix list, then import. Nothing is sent to clients while quiet mode is on.

What becomes live

  • Jobs in progress become live projects
  • Unpaid invoices become balances to collect

Set up again by hand

  • Pre-builds and kits
  • Your old statuses and pipelines (Vellier has its own)
  • Quote and invoice templates, numbering and reminder rules (set them in Vellier)
  • User permissions (give people their roles again in Team)
  • Automations from the old system (turn them off there)
Plan the switchGet help moving