We’ll move your business into WristBook for you.
On the Dealer plan it’s free: drag and drop whatever you have into the migration portal — spreadsheets, PDFs, photos of a handwritten ledger, whatever. Our team handles the rest. You watch the status update in real time and we’ll flip your account live when it’s ready.
Import it yourself
- Bulk-add: drop a spreadsheet or invoice and the batch fills itself in
- CSV / Excel import for contacts and stock
- Reference cleanup against the verified catalog
- Go at your own pace
Smaller stock lists, or dealers starting fresh on Essentials.
Done for you
- Inventory, contacts, wishlists and deal history moved in by our team
- Consignors and their splits
- Photos matched to pieces
- Anything you have: spreadsheets, PDFs, photos of a paper ledger
- A 30-minute training call when it's live
- Most dealers are live in about three business days
Switching from spreadsheets or another tool with real history.
Not sure which fits? Tell us what you’re running today on a 30-minute call and we’ll tell you honestly.
What we move
The whole business comes with you.
- Inventory — every piece, with cost basis, condition, box and papers
- Contacts — buyers, dealers, vendors and consignors, with channels and budgets
- Wishlists — by reference, with condition floor and box/papers requirements
- Historical deals — sale, cost, fees, shipping, commission, net profit
- Consignors — owner records and split percentages
- Photos — matched to the right pieces
Where it comes from
Whatever you run today, we can read.
- Spreadsheets — Excel, Google Sheets, Numbers, even messy ones
- PDFs — exports from another tool, invoices, stock lists, contact sheets
- Photos of handwritten ledgers, contact books, or old paper records
- Screenshots from older systems we can't directly export from
- Bank statements, QuickBooks / Wave / Stripe transaction exports
- Word docs, plain text, even a folder of receipts
You don’t reformat anything — send it in whatever shape it’s in. The only thing that doesn’t work is rolled-up reporting (P&L summaries, tax returns); we need transaction-level data.
How it works
Four steps. Most dealers are live in three days.
- 01
Start on the Dealer plan.
Sign up for WristBook Dealer and the done-for-you migration comes with it, free. Moving a small list yourself? Bulk-add and CSV import work on any plan.
- 02
Drag and drop your files into the migration portal.
Once you're signed in, head to Migration in the sidebar. Drop spreadsheets, PDFs, photos of a handwritten ledger, screenshots, bank statements — whatever you have. Up to 100 files, 100 MB each, any format. Add a quick note about anything we should know, then hit Submit.
- 03
Our team gets to work.
We pull every piece, buyer, and deal out of whatever you sent, clean up references against the verified catalog, and match photos to pieces. Anything that looks off gets a second pass before it lands in your account. You'll see live status updates in the portal the whole way through.
- 04
Go live + training call.
The portal flips to a green “Migration complete” banner the moment your data lands in inventory, contacts, and deals. We finish with a 30-minute training call so you and your team are productive on day one. If we need a clarification along the way, we'll ping you in the portal — you drop the answer in the same upload box.
Migrating jewelry and stones too?
+$29 / moBulk-add reads mixed-lot invoices line by line — watches, chains, and loose diamonds land as reconciled inventory rows, kind detected per line. Migration packages cover all of it.
Ready to bring your business across?
Start on Dealer and we’ll move everything in for you, free.