Contacts & vendors
Your full client and vendor directory, imported clean via CSV. Ready to use on day one.
Data migration
Your data doesn’t have to
Your data doesn’t have to
stay behind.
We move your contacts, vendors, products, invoices, estimates and purchase orders into Workroom, so switching platforms doesn’t mean starting over. Take a complete package with onboarding and training built in, or move only what you need.
Trusted by the studios doing the work
You know Workroom is the right move.
But you’ve spent years building your data on another platform. Hundreds of invoices. Thousands of products. Every client you’ve ever worked with. And now you’re supposed to just leave it all behind?
That’s the friction that keeps studios stuck on software they’ve outgrown. Not loyalty. Fear of the move.
We built the Workroom Migration Service to eliminate that fear entirely.
What comes across
Everything that matters. Nothing left behind.
Products
Your entire product library, with images where valid links from original vendors are provided. No rebuilding from scratch.
Invoices
Every invoice imported with its original number, total and PDF attached. Your financial history stays intact.
Estimates
Original estimate numbers, totals and PDFs, exactly as they were. Your paper trail comes with you.
Purchase orders
Every PO organized, imported and attached. No digging through old platforms to find what you sent.
Your full platform export Add-on
Already on Studio Designer, MyDoma or another platform? We log in, pull everything out, and deliver it ready to move.
Complete packages
Migration and onboarding, done for you.
Each package moves your data, runs your kickoff, walks you and your bookkeeper through the QuickBooks mapping, and trains your team on your own projects. Pick the one that fits the size of your studio.
Up to 9 people
$695one-time
Kickoff, QuickBooks session and 2 training sessions
- Contacts and vendors imported for you
- Products imported with images where valid URLs provided
- 1 active project: invoices, estimates and POs (up to 50 documents)
- 30-minute discovery call included
10–19 people
$1,295one-time
Kickoff, QuickBooks session and 4 training sessions
- Everything in Essential
- 3 active projects migrated (up to 50 docs each)
- Export add-on available (we log into your current platform)
- Named specialist through to sign-off
20+ people, or switching platforms
$2,450one-time
Kickoff, QuickBooks session and 6 training sessions
- Everything in Studio
- 10 active projects migrated (up to 50 docs each)
- Historical records and full platform export available
- Parallel-run period before you cut over
- Named specialist through to sign-off
Need more than your tier includes? Additional active projects are $195 each, up to 50 documents per project. A bigger book of work costs more to move, and a smaller one doesn’t subsidize it.
No accounting conversion fee. Your books stay in QuickBooks Online, and Workroom syncs with them. We’re not bookkeepers, so the QuickBooks session happens with your bookkeeper on the call: we show how the mapping works and what we suggest, and they decide how your accounts are set up.
Migration on its own
Move only what you need.
Not every studio needs a package. Pick the pieces, and we’ll scope them with you on a discovery call. Every studio also starts with the $149 kickoff, required once.
Active projects $195 each
Invoices, estimates and purchase orders for a live project, up to 50 documents each, with their original numbers and PDFs.
Full platform export Quote
We log into Studio Designer, Mydoma or another platform, pull everything out, and deliver it ready to move.
Historical records Quote
Closed projects and past invoices, estimates and purchase orders, so last year’s work is searchable next to this year’s.
Just contacts, vendors and products?
See onboarding →
Import them yourself, free, with Workroom’s templates. Your kickoff shows you how.
Simple from start to finish.
Path A: I know my data
- Book a 30-minute discovery call.
- We scope your migration together and build a live quote on the call.
- Approve your scope and pay your invoice.
- Send us your files or platform credentials. We take it from there.
- Review your completion summary and confirm in Workroom.
Path B: I’m not sure what I have
- Book a discovery call. No prep needed, just show up.
- We log into your current platform, count everything, and deliver a formal quote within 3 business days. $149 assessment, credited in full toward your package or migration. It’s separate from the onboarding kickoff.
- Approve your quote and pay. Migration begins.
- Review your data in Workroom and confirm.
Delivery: 3 weeks from receipt of all required files and credentials. The clock starts on receipt of files, not on payment.
Your data is safe with us.
Strictly confidential
Every file, credential and record is treated as confidential. We never share, sell or use your data for anything other than your migration.
Deleted after delivery
All copies of your data are deleted from our systems within 30 days of confirmed delivery. Request earlier deletion anytime.
NDA available
Need us to sign an NDA before we touch anything? We will. Just ask before your migration begins.
One round of corrections included
You have 10 business days after delivery to flag anything that needs fixing. One full round of corrections is included at no charge.
A real person on your migration
Every migration is handled by a named specialist, not a queue, not a script. You know who is working on your data.
Questions we hear
Migration, specifically answered
What if my CSV is messy or incomplete?
We’ll do our best to work with what you provide. If a file has significant issues that prevent accurate import, we’ll notify you within 1 business day and give you 5 business days to send a corrected version. Records that can’t be imported are excluded and noted in your completion summary.
What happens to my data after migration is complete?
All copies of your files are deleted from our systems within 30 days of confirmed delivery. Request earlier deletion anytime by emailing migrations@myworkroom.co.
Do I need to be available during the migration?
Not actively, but please stay reachable. We may have questions about specific records or access. We ask that clients respond to migration-related messages within 3 business days to keep things moving.
What if my current platform won’t let me export?
That’s exactly what our Export Add-On is for. We log into your platform and handle the export. If the platform blocks us mid-process, we document it, pause your timeline, and work with you to resolve the access. Your timeline doesn’t run while we’re waiting on the platform.
Will Workroom sign an NDA?
Yes. If your studio requires a Non-Disclosure Agreement before sharing files or credentials, we’ll sign one. Reach out to migrations@myworkroom.co before your migration begins and we’ll sort it before anything is exchanged.
Do you set up our chart of accounts?
No. We’re not bookkeepers, and your books should be set up by the person who keeps them. In the QuickBooks session we show how the mapping works in Workroom and what we suggest, and your bookkeeper makes the calls. Your books stay in QuickBooks Online, so there’s nothing to convert.
Can we move only some of our data?
Yes. Active projects are $195 each, and a full platform export or historical records are quoted on a discovery call. Contacts, vendors and products you can import yourself for free. Every studio also has the $149 kickoff, which every package includes.
What file formats do you accept?
.csv and .xlsx for contacts, vendors and products. PDF for manual document imports. Not sure if your format works? Email us before booking.
What if I find an error after delivery?
You have 10 business days from delivery to submit a consolidated list of corrections to migrations@myworkroom.co. One round of corrections is included at no charge for errors made on our end. Additional rounds are billed at $75/hr.
You’ve already made the hard decision.
Choosing Workroom was the move. Let us handle the transition.
Questions before you book? Email migrations@myworkroom.co. We respond within 1 business day.