Orbit / Switching

Moving to Orbit

Move to Orbit without losing a thing.

Your chart of accounts, your suppliers, your catalogue, your open balances. They come across. Here is exactly what moves, what you provide, and what the first week looks like.

Book a demo Talk to us about your data
642
accounts migrated for one customer, nothing left orphaned
Days
to switch a single company, not months
1:1
reconciled to your old trial balance before go-live
Read-only
your old system stays for reference, nothing is deleted

What comes across

The things you spent years building, kept.

Structured data moves cleanly. You do not start from a blank system, you start from your own.

Your chart of accounts

Bring your own account structure, or adopt a clean one. Either way the ledger opens the way you already read it.

Customers & suppliers

Every contact with its balances, terms and history, so statements and ageing are right from day one.

Items & catalogue

Products, prices, units and codes, ready to sell, buy and count without retyping the list.

Opening balances

Trial balance, receivables and payables, and stock on hand, loaded and reconciled before you go live.

Open orders & opportunities

The work in flight comes with you. One customer brought two hundred live opportunities across.

Documents

Attach the files that matter against the records they belong to, so the paper trail continues rather than resets.

Who does what

We do the moving. You approve the result.

Space Work brings

The mapping from your old system to Orbit, the import itself, and the reconciliation back to your old trial balance to the cent. You do not touch a spreadsheet.

You provide

An export from your old system (we help you pull it if it is awkward), a cutover date, and one person to sign off that the opening numbers are right.

The first week

From your old system to live, in days.

1 · Set up the company

Your company, chart of accounts, currencies and team, on sensible defaults you can adjust.

2 · Import your data

Contacts, items, open orders and opening balances, loaded from your old export.

3 · Reconcile to the cent

Orbit is tied back to your old trial balance so day one opens on numbers you already trust.

4 · Go live

Start trading in Orbit. The old system is kept read-only for reference, and nothing is thrown away.

The honest part

Not everything comes across clean, and we would rather say so now. Structured data (accounts, contacts, items, balances, open orders) moves reliably. Loose things, years of PDF attachments in a shared drive, a spreadsheet held together by macros, a report someone built by hand, may need to be re-attached or rebuilt. We flag those before you commit, not after.

Answers

Switching, answered.

Can I move to Orbit from Excel or Odoo?
Yes. Whether your business runs on spreadsheets, Odoo, Dolphin or another package, Orbit imports your chart of accounts, customers, suppliers, items and opening balances. We map your data to Orbit, load it, and reconcile it back to your old trial balance before you go live.
Will my opening balances match my old system?
That is the point of the cutover. Before you go live, Orbit is reconciled to your old system's trial balance to the cent, so day one opens on numbers you already trust. One customer moved 642 accounts across with nothing orphaned.
How long does it take to switch?
A single company is usually a matter of days, not months. A typical first week is: set up the company and chart of accounts, import the master data and opening balances, reconcile to the old trial balance, then go live with the old system kept read-only.
What if something does not import cleanly?
We tell you before you commit. Structured data comes across cleanly. Things like loose PDF attachments or bespoke spreadsheet macros may need to be re-attached or rebuilt, and we say so up front.

Bring your numbers. We will show you the move.

Send us an export from your current system and we will show you your own business running in Orbit, reconciled to your own trial balance.

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