Most shops migrate from OrbisX to SalesThumb in a single afternoon. This guide walks the export, import, and validation steps so nothing falls through.
Before you start
You'll need:
- OrbisX admin account (owner-level access)
- Your SalesThumb shop already created and the onboarding wizard completed
- 2-3 uninterrupted hours
- A list of any custom service-tier names you'll want to keep
Step 1 — Export from OrbisX
In OrbisX, go to Settings → Data Export. Run these exports (each generates a CSV download):
- Customers (with vehicle records)
- Service catalog
- Invoice history (last 24 months is fine for SalesThumb's importer; older history can be archived as a PDF dump)
- Photo gallery (downloads as a ZIP organized by job)
Save all four files to a folder on your computer. If OrbisX support throttles your export, request the bulk-export option in their support chat — they'll run it server-side and email you the link within 4 business hours.
Step 2 — Import customers + vehicles
In SalesThumb: Settings → Import → CSV. Choose "Customers" as the import type and upload the customers CSV from step 1.
SalesThumb auto-maps these OrbisX columns to its own fields:
- Customer Name → First/Last name (split on space)
- Phone → Phone (formatted to E.164)
- Email → Email
- Vehicle YMM → Vehicle Year / Make / Model
- VIN → VIN
- Notes → Customer Notes
- Last Service Date → migrated as a stamped tag
After import, run the duplicate-detection sweep (Settings → Data → Detect duplicates) to merge any duplicate customer records OrbisX may have spawned over the years.
Step 3 — Service catalog setup
OrbisX's service exports include flat-price services, which usually need restructuring for SalesThumb's good/better/best tier model. The recommended path:
1. Import the OrbisX service CSV as-is into Settings → Catalog → Import. 2. Group your top-20 highest-frequency services into 3-tier packages (good/better/best). 3. Archive the remaining one-off services so they're still searchable but not cluttering your default menu.
Most shops end up with 12-18 active services in their primary menu and 20-40 archived. The archived services remain available via the search box on the quote builder.
Step 4 — Invoice history
Import the OrbisX invoice CSV via Settings → Import → Invoice history. SalesThumb stores historical invoices as read-only records — they appear in customer profile history but aren't editable.
If you need editable historical invoices (rare), reach out to info@roffik.com — we can run a custom import that converts the OrbisX invoices into draft invoices in SalesThumb.
Step 5 — Photos
Upload the OrbisX photo ZIP via Settings → Import → Photo gallery. SalesThumb auto-matches photos to customer records by VIN if the OrbisX ZIP follows the standard folder naming (which it does for recent OrbisX versions).
Photos imported this way are read-only. New photos taken in SalesThumb are full-edit. Most shops are happy with this distinction.
Step 6 — Validation
Before you cancel OrbisX, validate:
- Customer count matches between OrbisX and SalesThumb (within 1-2% acceptable due to dedup).
- Top 50 customers by lifetime revenue have correct vehicle history in SalesThumb (spot-check).
- Last week's invoices have correct totals in both systems.
- Photo gallery on top 10 customers shows the expected photos in SalesThumb.
If anything is off, contact info@roffik.com — we can re-import any segment without affecting the rest of the data.
Step 7 — Run both systems in parallel for 14 days
We recommend running OrbisX and SalesThumb in parallel for 14 days:
- New work goes into SalesThumb only.
- OrbisX stays available read-only for historical lookups.
- After 14 days of confident operation in SalesThumb, cancel OrbisX.
Most shops realize after 7-10 days that they haven't opened OrbisX once. That's the signal to cancel.
What about active OrbisX subscriptions?
OrbisX doesn't pro-rate cancellations mid-term. If you're locked into an annual plan, the cleanest path is to wait until your renewal date to cancel — but switch active operations to SalesThumb immediately. The 30-day SalesThumb free trial typically aligns well with the final month of an OrbisX annual term.