Case Study
Case Study
Case Study
Tradie Data Migration
Cleaning messy historical data from Invoice2Go and migrating a trade business to a clean Xero file.
Year:
2025
Year:
2025
Year:
2025
Industry:
Construction & Trades
Industry:
Construction & Trades
Industry:
Construction & Trades
Team:
Team:
Team:
Years of messy invoicing data trapped in a legacy app.
Years of messy invoicing data trapped in a legacy app.
Years of messy invoicing data trapped in a legacy app.
The client had many years of customer data stuck in Invoice2Go.
The client had many years of customer data stuck in Invoice2Go.
The client had many years of customer data stuck in Invoice2Go. The data was full of duplicates and errors. They couldn't move to Xero without losing their history, but manually re-entering thousands of invoices was impossible.
increase in retention
+15%
increase in retention
+15%
increase in retention
+15%
Refunds tied to delivery anxiety
-14%
Refunds tied to delivery anxiety
-14%
Refunds tied to delivery anxiety
-14%
Solution
Solution
Solution
We performed a forensic "Data Hygiene" rescue operation.
We performed a forensic "Data Hygiene" rescue operation.
We exported the raw CSV data and used custom scripts to scrub the errors. We merged duplicate contacts, standardised the address fields, and imported a pristine dataset into Xero. We then connected their job management software for a seamless workflow.
Testimonial
Testimonial
Testimonial
I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."
I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."
I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."
I thought we'd have to start from scratch. Implement HQ saved 5 years of our business history."
Faruk Bilgin
Business Transformation Consultant
Faruk Bilgin
Business Transformation Consultant
Faruk Bilgin
Business Transformation Consultant
More projects
More projects
More projects
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.