Tradify to Simpro migration services delivered end to end for Australian trade businesses, from a single-office cutover to a multi-site tradify to simpro data migration with Xero reconnection and asset-register rebuild on Simpro.
Clients, sites, jobs, forms, documents, and connected systems scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.
Where people go after Tradify varies, and we scope the move to whichever system you have chosen: Xero, MYOB AccountRight, MYOB Business, MYOB Acumatica, QuickBooks Online, Reckon, NetSuite, Microsoft Dynamics 365 Business Central, Sage 50, Sage 300, Sage Intacct, Odoo, Zoho Books, FreshBooks, Saasu, SAP Business One, Oracle and Workday. If the one you have picked is a poor fit for how you actually work, we will say so before you have paid for a conversion into it.
The parts that decide the timeline are the same wherever you land: the chart of accounts, the general ledger, the customer and supplier master, open purchase orders and sales orders, opening balances and payroll history, and how much history you export out of the old system and import into the new one, rather than leave behind in a readable archive. Hosted files, local files and vendor exports each come out differently.
If you are looking because Tradify is too old, out of support or reaching end of life, that is a question of timing rather than whether. It is worth comparing the alternatives and moving away on your own schedule rather than on the one the vendor picks for you.
Three stages. No surprises. Your live Tradify data stays untouched until cutover, delivered personally by the founder.
Week 0
15-minute scoping call. We map your Tradify setup, the job, site, forms and workflow structure that needs to translate into Simpro for the Tradify to Simpro migration and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
Weeks 1–N
Full migration run in a sandbox simPRO org first. Both systems then run in parallel for two weeks, every transaction, contact, balance and report cross-checked against the source. No risk to live operations.
Cutover
Production cutover on a planned window, typically a weekend. Team training, monitoring active, 30 days post-launch support. Tradify safely retired with full history preserved.
Every migration project starts from a set of concrete data on the source platform and ends with the same data, cleaned and validated, on the target. Here is the shape of that move.
Where your data lives today, in Tradify.
The same data, cleaned and validated, in simPRO, ready for day one.
What actually comes across
Moving the balances is the easy part. The work is the history: the invoices still open, the codes that do not exist in simPRO, the attachments nobody wants to lose, and the customer records that have drifted over years. All of it has to arrive reconciled, not approximately.
What has to move
Codes mapped to their simPRO equivalents, records deduplicated on rules you approve, then both systems run side by side until the balances agree. Cutover happens on a window you choose.
See how a conversion runsWhat you get
Every tradify to simpro data migration is different. Here is what we typically cover when you migrate Tradify to Simpro with us.
Clients, sites, contacts, relationship notes, addresses, and service history moved into simPRO so your team starts with full context.
We map the field structure before migration so site and customer data is usable in simPRO from day one.
Active jobs, completed work, quotes, notes, photos, and scheduling context are migrated where supported and rebuilt where simPRO expects a different structure.
The goal is not just to load records but to land them in a format the office and field teams can actually use.
Photos, documents, compliance records, and attached files are transferred and matched to the correct entities in simPRO.
Quote, invoice, and operational templates are recreated to suit the target workflow, not just copied blindly.
Any accounting, stock, scheduling, or related system connections are rebuilt or re-pointed around simPRO as part of the migration scope.
The move is shaped so operations improve rather than simply recreating the same friction on a new platform.
Price moves with entity count, chart cleanup, payroll history, custom tax rules, connected apps, and how tight the cutover window is. Here is how we scope it.
Tell us what must survive in simPRO, what workflows or reports cannot break, and whether the move fits one fixed-price migration or needs phased delivery.
Once data scope, workflow rebuilds, connected systems, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.
If the move includes heavy history, connected systems, or adjacent rebuild work, we can split it into core migration first, then history, then integrations. Each phase has its own price and sign-off.
Why HELLO PEOPLE
DIY spreadsheet migrations, vendor migration tools, and offshore migrators all promise to move your data. Here's how HELLO PEOPLE compares on the things that actually matter to an AU SMB owner.
| Concern | HELLO PEOPLE | DIY spreadsheets | Vendor migration tool | Offshore migrators |
|---|---|---|---|---|
| Data preserved end-to-end | 100% + validated at every step | Usually yes, no validation | Advertised complete, some fields drop | Depends on the vendor |
| Downtime during cutover | Zero. Parallel run + weekend cut | Days to weeks | Hours to days | Often days |
| AU BAS / GST / payroll fit | AU-native, understood | You own the risk | Usually generic | Variable |
| Pricing model | Fixed price, one-time | Your team's time forever | Per-record or flat fee | Per-hour + revisions |
| When something breaks | We own the fix, no charge | You own it | Support ticket queue | Time-zone gap |
| Data cleansing | Included in scope | Optional, often skipped | Usually not | Quoted separately |
| Post-cutover support | 30 days included, plan optional | None | Chat support tier | Depends on contract |
A Perth-based services group with 60+ staff moved off their legacy accounting stack to a modern cloud platform, taking multiple entities across in one coordinated cut. Chart of accounts consolidated, payroll continuity preserved through cutover, and BAS lodgement continued on time.
Read the full case studyWe were worried the Tradify history and field forms would make the move too messy. They scoped it properly, migrated the data cleanly, and had the team working in simPRO without the chaos we expected.
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
We audit data quality, volume, workflow complexity, and connected systems so you get a clear scope and a fixed price before anything starts.
Duplicates merged, stale records removed, fields standardised, and templates reviewed before anything moves into simPRO.
simPRO is configured around your workflows, user roles, pricing structure, templates, and operational requirements before migration lands.
Clients, jobs, quotes, sites, attachments, templates, and workflow data are extracted, transformed, and loaded into simPRO with validation at each step.
Your team reviews the migrated data in simPRO, checking jobs, clients, forms, document links, and reporting outputs before go-live.
We cut over at the right point, support the first period in simPRO, and keep Tradify accessible as a reference while the team settles in.
Depends on client and site count, job history, forms and photo migration, asset registers, and whether Xero or MYOB reconnection is in scope. We scope your Tradify setup first, then quote fixed price before any work starts.
About 3 to 6 weeks for most Australian trade businesses. Single-office plumbing or electrical crews finish faster. Multi-site setups with deep history and asset registers sit at the longer end.
Yes. Custom Tradify to Simpro migration is our core work, including Tradify forms rebuilt as Simpro custom forms with conditional logic, SWMS templates rebuilt in Simpro, and mobile sign-off recreated in the Simpro app.
Yes. We are a Perth-based Tradify Simpro migration company delivering nationally, with trade clients across Melbourne, Sydney, Brisbane, and regional Australia. Delivery is remote and the team is Australian.
No. Every client, site, job record, photo, and signed compliance form is extracted from Tradify with validation at each step. Asset registers, serial numbers, and warranty data all carry across.
Yes. Tradify stays live until cutover. Parallel systems run for the final validation window so dispatch and field work never stop.
Yes. Xero, MYOB, or QuickBooks Online sync from Simpro is scoped and configured as part of the migrate Tradify to Simpro project, along with tracking-category mapping for clean reporting.
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Tell us about your Tradify setup, what needs to carry into Simpro, and the workflow, forms, asset, or accounting integration realities of your Australian trade business. We come back with a Tradify to Simpro migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
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