Migration & Imports

Migrating to PanelDesk without losing your history.

Name: PanelDesk Data Migration & Imports
Brand: PanelDesk
Price: 990 ZAR

Moving systems shouldn't mean starting from zero. TMS imports are fully built out today, Sage Pastel customer lists come across free, and whatever system you use, if you can provide an export of your data we'll help you bring it across. And your data stays yours: export everything any time.

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Still weighing it up? See how PanelDesk compares with TMS Teamwork or Dr Smash on price and features.

Migration paths

Three ways to bring your data across

Use one or all of them. Most workshops start with the free customer import and add their document archive after.

Fully supported

TMS archive import

Bring your TMS document history across so old jobs stay at your fingertips.

TMS imports are fully built out today: your original quote, invoice, parts order, and attachment PDFs come across from a TMS ZIP export and are stored safely in PanelDesk.
Imported documents are organised by DR number and viewable inside PanelDesk — open or download the original PDFs whenever you need them.
Whether a once-off fee applies depends on how much data you bring across — confirmed upfront before anything is imported.

Free & self-serve

Sage Pastel customer import

Bring your customer book across from Pastel in minutes, at no extra cost.

Import your Sage Pastel customer list from a CSV export, free of charge.
Self-serve with a guided preview, so you check what comes across before it lands.
Names, contact details, and Pastel account numbers map onto PanelDesk customer records.

We'll take a look

Coming from something else?

Tell us what you use today and we'll help you figure out the move.

If you can provide an export of your data, we'll help you import it — whatever system it comes from.
Migration help is part of onboarding, not an upsell.
Start with a quick WhatsApp message and we'll take it from there.

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Your data stays yours

Switching to PanelDesk is not a one-way door. You can export your records, along with your photos and documents, as a ZIP at any time. No lock-in, no exit negotiation.

Full export of customers, vehicles, quotes, job cards, and invoices.

Photos and documents included alongside your records.

Run an export whenever you want an off-platform backup.

How migration works

From your current system to live in PanelDesk

A clear path with help at every step, so switching feels like a checklist instead of a leap.

Tell us what you're using today

A quick conversation about your current system and what history matters to you.

We review your export and confirm upfront

If you want your document archive imported, we review your export and confirm upfront whether a fee applies — before anything happens.

Import your customer list free

Bring your Pastel customer book across yourself with the free CSV import, with a preview before anything is saved.

We import, you verify

Archive imports are loaded for you, then you check that your history looks right inside PanelDesk.

Go live with your history on hand

Run new work in PanelDesk from day one, with your old document PDFs viewable when you need them.

Migration FAQ

Data Migration FAQs

Answers to the most common questions panel beaters ask before moving to PanelDesk.

Yes. TMS archive imports are fully built out today: your original quote, invoice, parts order, and attachment PDFs come across from a TMS ZIP export, stored safely and viewable inside PanelDesk. Using something else? If you can provide an export of your data, we'll help you import it.

It depends on how much data you bring across: smaller imports may carry no fee at all, while larger archives carry a once-off fee. Either way, we confirm it upfront before anything is imported, so there are no surprises.

Yes. Importing your customer list from a Sage Pastel CSV export is free and self-serve, with a preview so you can check what comes across before it is saved.

No. Your historical documents and attachments come across as the original PDFs in the archive import and stay viewable inside PanelDesk, so old jobs remain at your fingertips.

Yes. Your data stays yours: you can export your records along with photos and documents as a ZIP at any time. There is no lock-in.

The customer import takes minutes and most workshops start quoting the same day. Archive imports are scheduled with you once your export has been reviewed and confirmed.

Ready to migrate without the risk?

Tell us what you're running today and we'll map out the move: free customer import, upfront clarity on any archive fee, and help the whole way.

Talk to us about migrating