Migrating from ShopMonkey to SalesThumb takes most shops a single weekend. Here's the playbook.
Saturday morning: export your data from ShopMonkey
In ShopMonkey, go to Settings → Data Export. Request a full export — customers, vehicles, services, RO history. ShopMonkey emails the CSV bundle within 30-60 minutes.
Saturday afternoon: clean the data
Open the customer CSV in a spreadsheet. Look for:
- Duplicates (same phone or email with slight name variations)
- Test records ("Test Customer", "John Doe", phone 555-555-5555)
- Customers with no contact info — these can't be imported usefully
Delete or merge duplicates. Drop test records. Save as UTF-8 CSV.
Saturday evening: import into SalesThumb
In SalesThumb, go to Settings → Import. Upload your cleaned customer CSV. SalesThumb auto-maps columns; review the mapping preview before confirming. Import runs in the background — a 1,000-customer import takes ~5 minutes.
Sunday: services + first practice quotes
ShopMonkey's service catalog doesn't translate cleanly because of how it models RO line items. Instead of importing, recreate your top 20 services manually using the SalesThumb service builder. This usually takes 30-60 minutes and gives you a chance to clean up old service names that have drifted over time.
Once services are set up, run 3-5 practice quotes against imported customers. Test the SMS delivery, payment link, and customer portal experience.
Sunday evening: switch over
Cancel new bookings in ShopMonkey for next week. Forward your old public booking URL to your new SalesThumb booking page (or update your website link directly). Existing ShopMonkey appointments can be re-created in SalesThumb if needed, or run to completion in the old system.
Common questions
Q: Will I lose my historical invoices? A: We can import them if your ShopMonkey export includes RO history. Most shops don't bother — they keep ShopMonkey accessible read-only for 90 days to handle warranty lookups, then archive.
Q: What about scheduled appointments? A: Recreate them in SalesThumb. Or run them to completion in ShopMonkey and only book new ones in SalesThumb.
Q: What about Stripe? A: Disconnect Stripe from ShopMonkey and reconnect to SalesThumb. Your Stripe account history is preserved — only the connection moves.
Need help? Book a free migration call from your dashboard.