Migration · From spreadsheets

Your spreadsheets got you here.
They will not get you to the next 20 jobs.

Most building companies run on a stack of Excel files: an estimating template, a cost sheet per job, a supplier price list and an export from Xero. This is how to move that onto one system without losing the rates you spent years building.

01 / When to move

The signs a spreadsheet stack has run out

Spreadsheets are flexible, cheap and fully yours, which is why so many builders run on them for years. They start to cost more than they save when the same number lives in several places. A rate changes in the estimating template but not in last month’s quotes. A supplier invoice is keyed into Xero and then again into the job cost sheet. The only person who understands the formulas is the one who wrote them.

The usual trigger is growth: a second estimator, a project manager who needs live job costs, or more jobs than one person can reconcile by hand each month. If that sounds like your business, the move is worth planning. If you run a handful of jobs a year and the spreadsheets are under control, they may still be the right tool.

02 / The process

How the move runs

  1. 01

    Pick the spreadsheets that matter

    Usually three: the estimating template with your rates, the cost code list, and the supplier and product price sheets. Old finished job sheets stay where they are as your archive.

  2. 02

    Tidy before you import

    Delete rates nobody has priced against in two years, merge duplicate suppliers, and settle one unit for each item. Moving dead rows costs the same as moving live ones.

  3. 03

    Import cost codes, then pricing

    Cost codes come in from a CSV template first. Price lists then upload as CSV or Excel and match row by row to products, and a bulk product upload creates the supplier contacts as it goes.

  4. 04

    Connect Xero

    Link your Xero organisation and import contacts, so clients and suppliers are not keyed twice and job costs reconcile against your books.

  5. 05

    Run one live job in both

    Price and run your next job in VIABUILD while the spreadsheet carries on beside it. When the numbers agree, the spreadsheet becomes a read-only archive.

03 / What changes

What one system does that linked sheets cannot

In VIABUILD the rate you price with, the budget line, the purchase order, the supplier invoice and the progress claim sit on one data model, so a number is entered once and flows through. Oryn reads supplier invoices and codes them to the job, so the double keying into Xero and the cost sheet stops, and job costs are live rather than rebuilt at month end. Roles keep an estimator out of the accounts and a site supervisor out of the margins, which a shared drive never could.

What it will not do is read your formulas. The logic in a spreadsheet does not come across; the data does. That is usually a relief, but it means the first estimate in VIABUILD is worth checking line by line against the spreadsheet you would have used. Coming from a construction system rather than spreadsheets? If that system is Buildxact, see switching from Buildxact to VIABUILD. Leaving a system such as Databuild rather than a workbook? Use the guide to moving off Databuild.

04 / FAQ

Common questions.

The data in it, yes: cost codes come in from a CSV template, price lists upload as CSV or Excel and match to products, and assemblies have their own import. The formulas and layout of the template do not carry across, because VIABUILD calculates from its own data model.

Usually not. Finished jobs are best kept as a read-only archive in the spreadsheets they were run in. Bring across your rates, suppliers and cost codes, and any live jobs you want to run in VIABUILD from here.

Yes. VIABUILD connects to your Xero organisation and imports your contacts. Xero stays your accounting system; VIABUILD runs the jobs and sends the approved numbers to it.

On the monthly plan you self-migrate with the import tools and our support. On yearly plans we do the migration with you, including the mapping from your spreadsheet columns to VIABUILD.

Bring one spreadsheet across and see.

Start with your cost codes and a supplier price list, then price a job you have already quoted and compare the two.