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Switch to Rental Portal without slowing down your operation
You keep working while we bring in your data. Send us what you have, as it is, and our team loads it and reviews it with you.
On the annual plan, our team migrates and sets up your inventory at no extra cost.
This is the switch. You keep working while we bring in your data.
Tell us how you work today
We look at your current tool and files with you, and agree on what comes over and when you make the switch.
Send your data as it is
An export from the tool you use today or the spreadsheets you already have. No need to tidy them up first.
We load and organize everything
Our team imports inventory, customers and orders, and only asks you about what doesn't add up.
We review and you start operating
We validate stock, prices and customers with you. When everything is in order, you make the switch.
We support your migration
Loading your inventory is included in the Premium plan. Book a demo and we'll see together how it would look with your data.
Book a demo
Your current tool, a system or Excel/CSV
We review your exports and agree on which data to move.
What comes over
- Inventory and kits
- Customers and contacts
- Orders and projects
- Quotes and invoices
- Staff and vehicles
Illustrative example of progress.
- Stock verified
- Prices reviewed
- Customers loaded
- Team with access
Included in the Premium plan- Loading your inventory
- Review with our team
- Guidance to get started
And it stays connected with what you already use
On the Enterprise plan we build integrations around your company's tools.
See the Enterprise plan →
Frequently asked questions
Do I have to stop my operation to migrate?
No. You keep working in your current system while we load your data and agree with you on the day of the switch.
What format should I send my data in?
In Excel, CSV or an export from your current system. No need to tidy it up first: our team reviews it with you.
What data can be brought over?
Inventory and kits, customers and contacts, orders and projects. Quotes, invoices, staff and vehicles are assessed case by case.
Does migration have a cost?
On the annual plan, our team migrates and sets up your inventory at no extra cost.
What happens to my data?
We only use it to load it into your account. You can see how we handle it in our privacy policy.
Ready to switch? Let's start with your data.
Examples are illustrative.