Import guide

Moving from Excel or Google Sheets

Any CSV or Excel file with a header row works. One sheet per list is easiest.

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

Export from Excel or Google Sheets

  1. One list per file. Keep clients, jobs, invoices and your price list in separate files or sheets.
  2. A header row. Put column names in the first row, like Name, Email, Phone, Address, Postcode.
  3. Google Sheets. Use File, then Download, then Comma-separated values (.csv) for each sheet.
  4. Excel. Save as CSV or keep it as .xlsx. Vellier reads the first sheet.

Bring it into Vellier

  1. In Vellier, open Settings › Moving to Vellier and choose Excel or Google Sheets.
  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

  • Add a Status column to jobs so Vellier can tell which are still open
  • Add an Amount due column to invoices

Set up again by hand

  • 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