How to Migrate from Tradify to simPRO

Tradify to simPRO migration guide for growing trade businesses. What data transfers, project costing setup, and why this move suits teams over 10 staff.

Estimated time: 6-10 hoursDifficulty: Hard
TradifySimpro
What this guide coversThis guide walks you through every stage of this migration for Australian businesses. You will learn what data transfers automatically, what requires manual import via CSV, and how to handle AU-specific requirements like BAS reporting periods, STP finalisation and bank feed reconnection.

What Transfers & What Doesn’t

Not everything moves across automatically. Use this table to plan your migration scope.

Data TypeAuto Transfer?Notes
Client & Site DatabaseYesExport Tradify clients as CSV — simPRO supports multi-site per customer
Supplier ListYesCSV import — include ABN and payment terms for purchase order workflows
Price Book / CataloguePartialExport items from Tradify — simPRO has a detailed catalogue with labour rates and markups
Job HistoryNoHistorical jobs won't import — export Tradify reports for warranty reference
QuotesNoOutstanding quotes need manual recreation — simPRO uses a different multi-section quote format
SWMS & FormsNoRebuild SWMS in simPRO's forms module — more detailed than Tradify's templates
Project CostingsNoNo transfer path — export Tradify costing reports before decommissioning
Staff & PermissionsNoRecreate team hierarchy — simPRO has granular role-based permissions
Asset RegistersNoRebuild customer asset/equipment registers in simPRO's asset module
Accounting IntegrationNoDisconnect Tradify, connect simPRO to Xero/MYOB — remap WIP and revenue accounts

Step-by-Step Migration Guide

  1. Step 1

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  2. Step 2

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  3. Step 3

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  4. Step 4

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  5. Step 5

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  6. Step 6

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  7. Step 7

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  8. Step 8

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  9. Step 9

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  10. Step 10

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

Pre-Migration Checklist

  • Reconcile all bank accounts up to the conversion date
  • Lodge all outstanding BAS and IAS returns
  • Finalise and lodge STP report for the current pay period
  • Export key reports (P&L, Balance Sheet, Trial Balance) as PDFs
  • Back up your data to an external drive and cloud storage
  • Notify your BAS agent or bookkeeper about the planned switch date
Caution: Mid-Year Migration & STP ImplicationsSwitching software mid-financial year introduces risk around Single Touch Payroll (STP) reporting. If you migrate between 1 Jul and 30 Jun, you must finalise an STP event in your old system before cutting over, then lodge a “Year to Date” event in the new system with carried-forward figures.