
From Excel to Business Software: The Founder's Migration Guide
Every business starts on Excel — but it breaks at 5+ employees, 50+ contacts, or any billing complexity. The limitations: no multi-user concurrency, no data relationships, no automated workflows, no audit trail, and no role-based access. This guide explains the limitations of running business pipelines in Excel, provides a step-by-step migration plan (audit workbooks → clean data → map to schema → export CSV → import → configure → test), and a data validation checklist. The migration from Excel to Recentriq takes 1–3 days; the savings start immediately.







