Move Into Pleelo With Less Friction
Trae tus clientes, productos, proveedores y balances para que tu equipo arranque más rápido y empiece a trabajar con confianza.
Six Steps to Get Started
Sigue una ruta clara de configuración para pasar del registro al trabajo diario sin perder tiempo ni dejar cosas importantes fuera.
Organization Setup
Configure your company profile, logo, tax ID, and fiscal information
Users & Roles
Add team members and assign roles with appropriate permissions
Configuration
Set up taxes, currencies, banks, warehouses, and expense types
Data Import
Import customers, products, providers, and opening balances
Verification
Review imported data, run test transactions, and validate everything works
Go Live
Start using Pleelo for daily operations with full confidence
Bring Your Data With You
Whether you're coming from spreadsheets, QuickBooks, or another system, Pleelo has tools to help you import your existing data.
CSV Import
Import customers, products, providers, and more from CSV files. Map columns to Pleelo fields and validate before importing.
QuickBooks Migration
Migrate your chart of accounts, customers, products, and transaction history from QuickBooks as part of your onboarding.
Spreadsheet Transition
Move away from Excel and Google Sheets. Export your data, clean it up, and import it into structured Pleelo modules.
Opening Balances
Set up initial balances for accounts receivable, inventory levels, and financial accounts so you start with accurate numbers.
Customer & Provider Import
Bulk import your customer and provider directories with contact details, tax IDs, and payment terms.
Product Catalog Import
Import your full product catalog with pricing, stock levels, categories, and tax configurations.
- Scattered data across spreadsheets, notebooks, and different apps
- Manual calculations for taxes, payroll, and inventory
- No single view of customers, sales, or outstanding balances
- Hours spent preparing fiscal reports manually
- Different tools for each department with no integration
- All business data in one connected system
- Automatic tax calculations, payroll deductions, and stock updates
- Real-time visibility of customers, pipeline, and financial health
- DGII reports generated with one click
- Finance, HR, inventory, CRM, and operations in one platform
Need Help Migrating?
Our team can help you plan your migration, clean your data, and ensure a smooth transition. We've helped businesses move from spreadsheets, QuickBooks, and custom systems.
Ready to Make the Move?
Start your free account and use the setup wizard to get your business running on Pleelo. Import your data, configure your modules, and go live with confidence.