Duplicate item names
Agree one naming standard and de-duplicate before import, or the drift follows you in.
Migration plan
Migrating off spreadsheets is less about importing files and more about deciding which workbook stops being the source of truth first. We move the highest-risk file into a governed workflow, keep the rest as references, and retire them as trust transfers to AWRA.
The plan
The same five-phase framework works whatever you are coming from. We start with the highest-risk workflow, prove it in parallel, then expand — so operations never stop while you switch.
Inventory the records, integrations, and workflows in use, and pinpoint the one carrying the most operational risk.
Clean and standardize items, vendors, customers, and locations so they import without carrying drift into AWRA.
Set up roles, locations, approval paths, and the workflows that mirror how your team actually operates.
Move one live workflow and run it alongside the old tool to validate accuracy, approvals, and reporting.
Make AWRA the source of truth, then phase out the old tool once parity and trust are proven.
What moves
A practical map of what comes across and what it becomes once it is part of one connected operating system.
Avoid these
The migrations that go smoothly all avoid the same handful of traps when leaving spreadsheets.
Agree one naming standard and de-duplicate before import, or the drift follows you in.
Capture the logic each workbook encodes — and who maintains it — before retiring the file.
Move the highest-risk workbook first and keep others as backup until parity is proven.
How long it takes
Most teams retire their first critical workbook in 1–3 weeks, then expand workflow by workflow.
At a glance
Keep going
Other migrations
When finance is solid but operations still run on add-ons and manual updates.
When stock is handled but every neighbouring workflow is a separate app.
When you need ERP-grade control without an ERP-grade implementation.
When the bundle is broad but the workflow still falls between the apps.
When flexible boards are doing the job a real operations system should.
Help Center
Run inventory, procurement, assets, sales, and field work with approved AWRA guidance for setup, migration, integrations, security, pricing, and support.