Migrating from spreadsheets without a big-bang project

Spreadsheet migrations fail when teams try to recreate every tab on day one. Succeed when you move the shared source of truth in layers.

Week 1 — customers and pipeline

Import or re-enter active leads and customers. Agree that new opportunities live in Zivvy, not in a parallel sheet. This alone removes most “which file is latest?” arguments.

Week 2 — items and simple orders

Put your selling catalog in one place. Use Free-tier order flows for the deals you already close in chat. Keep historical sheets read-only as archive.

When spreadsheets still win

• One-off board models and scenario planning
• Ad-hoc analysis exports
• Personal scratchpads that never become company process

Upgrade to Pro when stock or accounting tabs become the sheets everyone fears editing. That is the signal the spreadsheet is now a production system in disguise.