Migration from Google Workspace
Migrate from Google Workspace to BisHub
A practical migration guide for teams moving job context out of folders, sheets, and email: what to move first, how to validate data, and how to connect customers, work, files, invoices, online payments, communication, and reports in BisHub.
Migration strategy
Google Workspace migrations are usually about structure. The goal is not to replace email or documents, but to attach operational files, customer notes, calendars, forms, and work history to BisHub clients and work items. The safest migration is staged: preserve customer files, folders, spreadsheets, calendar context, form responses, email follow-up, and active project documents, review imported data before committing, and move daily operations only after the team has tested the workflow in BisHub. Keep Google Workspace for general productivity if needed. Use BisHub as the operational layer that knows which customer and job each file belongs to.
How to migrate without disrupting work
Use this as a practical cutover plan. The exact exports depend on your current system, but the validation sequence should stay the same.
- Step 01
Audit current data
List the records your team still uses every week. Prioritize active customers, open work, unpaid invoices, current files, team members, services, and payment status before older history.
- Step 02
Export from Google Workspace
Use the exports your current system provides, then clean columns, normalize names, remove duplicate contacts, and separate clients, jobs, invoices, payments, services, users, files, and notes.
- Step 03
Map and review in BisHub
Bring the staged data into BisHub through CSV/import workflows, map fields, review the preview, and commit records only after the office team confirms the structure.
- Step 04
Run a controlled cutover
Run both systems for a short cutover window, test booking, communication, estimates, invoices, online payments, reports, and team access, then move daily work into BisHub.
Move this first
- Active customer folders, spreadsheets used as job trackers, current project files, booking or form responses, and shared calendars.
- Documents, PDFs, images, videos, and notes that should live on clients, work items, invoices, or reports.
- Naming rules and ownership for files so the team can search by customer, project, financial record, or OCR text.
Validation checklist
Before the old workflow is turned off, check the records that affect customers, teams, invoices, payments, and reporting.
File structure
Attach files to clients, work items, reports, estimates, and invoices instead of recreating loose folder sprawl.
Calendar and booking
Test scheduling, booking requests, calendar sync expectations, and team visibility before moving active work.
Client records
Confirm names, emails, phone numbers, addresses, contacts, tags, and duplicate handling before the team starts new work.
Open work
Check active projects, work items, tasks, schedules, files, assignments, and notes against the current system.
Invoices and payments
Verify invoice numbers, balances, payment status, payment accounts, revenue, expenses, and unpaid work.
Team access
Test roles, permissions, organization isolation, team assignments, clock-in access, and reporting visibility.
BisHub modules to set up during migration
Set these up early so imported records have a clear operational home from day one.
Files
Set up Files to keep photos, PDFs, receipts, contracts, OCR text, and project files searchable from the new workspace.
Learn moreGlobal file search
Set up Global file search to keep photos, PDFs, receipts, contracts, OCR text, and project files searchable from the new workspace.
Learn moreCalendar
Set up Calendar to confirm upcoming appointments, booking requests, crew assignments, and customer availability before cutover.
Learn moreCustomer uploads
Set up Customer uploads to preserve customer records, contacts, service history, billing details, and follow-up context.
Learn more
Migration FAQ
Can we migrate from Google Workspace to BisHub?
Yes. Start with the exports your current system provides, then use BisHub import workflows to map and review staged data before committing it to active operations.
What should we move first?
Move active customers, open work, unpaid invoices, current files, team users, service lists, and payment status first. Older archive history can move later if the team still searches it.
Do we need to migrate every historical record?
Usually no. A safer rollout starts with current operations, then adds history only where it improves support, reporting, compliance, or customer follow-up.
How do payments work after migration?
BisHub connects estimates, proposals, invoices, online payments, payment tracking, payment accounts, revenue tracking, profit tracking, and financial reports.
Can files and documents move into BisHub?
Yes. Teams can store files with previews, PDF preview, video preview, image gallery, OCR, AI document analysis, AI summaries, metadata extraction, and global file search.
How should we avoid breaking daily operations?
Run a short pilot, test booking, communication, files, estimates, invoices, payments, reports, permissions, and team access, then cut over one team or workflow at a time.
Plan your Google Workspace migration
Start with active customers, open work, unpaid invoices, current files, team users, and payment status. Then expand the migration after the workflow is proven.