Moving from spreadsheets to HappyNoodle
Spreadsheets are brilliant until you're juggling five of them. Here's how to move across in an afternoon.
Sound familiar?
- Leads, jobs and invoices live in different files
- No reminders when something is due
- Hard to see who owes you money
- 1
Import your contacts
Export your contacts as a CSV file, then open Contacts › Import in HappyNoodle. Match your columns (name, email, phone, company) and check the preview before importing.
- 2
Recreate your pipeline stages
Use your spreadsheet's status column as a guide — for example Enquiry, Quoted, Won — and set them up under Pipeline.
- 3
Add live jobs as projects
Create a project for each job in progress and link it to the client so costs, tasks and invoices stay together.
- 4
Send your next invoice from HappyNoodle
Start fresh from your next invoice number. Keep old spreadsheets as your history — no need to re-enter them.
- Keep your old spreadsheets as read-only records for your accountant.
Run the whole business from one place.
Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.