Move the operation without losing its history.

Choose the records that represent the current operation: customers, service sites, physical containers and open work. A customer name is not a stable identifier, and a jobsite address is not necessarily the billing address. Mark duplicates for review before importing; do not silently merge two people because their names look alike.

Smooth Hauling’s import workflow supports mapping and preview before applying a batch. Use it with a small synthetic or authorized sample first. Confirm required fields, units, dates and rejected rows. The operational worksheets below help organize the source material; they are not a promise that arbitrary spreadsheets can be uploaded without mapping.

A migration can contain the right number of containers and still put them at the wrong sites. Compare identity, size, lifecycle state and current location. Check a customer with multiple sites, a container on rent, a container in maintenance and an outstanding balance. Preserve the old source export while those checks are underway.

Set a cutoff time and record changes made after the first export. Assign someone to reconcile those changes before the office switches systems. Historical photographs, attachments and accounting records may require separate handling; a tabular export does not automatically carry the underlying media files. Keep the original evidence accessible until the new workflow has been checked.