Exports are fragmented
Clients, projects and commercial fields arrive in separate structures.
Platform · Guided migration
Bring the commercial structure that matters—without rebuilding every project.
Use a guided review to map clients, projects and essential commercial fields before records are created.
PlatformGuided migration
One commercial viewThe pain
Moving tools can lose the context teams wanted to preserve.
Exports carry fields, but rarely explain which records, relationships and approved assumptions should become the new baseline.
Relationships go missing
A field import does not preserve which work belongs to which agreement.
Dirty data becomes live data
Records are created before the team can review the mapping and exceptions.
The solution
Treat migration as a reviewed commercial handoff.
Atoolla guides teams through upload, mapping and review so essential context enters the workspace intentionally.
- 01
Upload the structure
Start with a supported export or organized project file.
- 02
Map the meaning
Match clients, projects and commercial fields to the new workspace.
- 03
Review before creating
Confirm relationships and exceptions before records become active.
Guided migration
One connected workflow
Upload
Map
Review
Product experience
A deliberate path from export to working baseline.
Review the structure before it becomes part of the live commercial workspace.
Our Success Partners and Clients
NNEXORA
BBRIGHTLINE
SSABLE
AAXISWORKS
PPULSEHOUSE
FFORMIA
LLOOPLAB
KKITE
Profitability under control
Stop financial leakage before it becomes month-end news.
Bring one quote or live project and see where pricing, scope, cost and billing stop matching.