Migration Hub

Moving from spreadsheets or a paper bound book

Thousands of licensees still run on Excel, Google Sheets or a bound paper book. If your columns are consistent, you are closer to a clean migration than you think.

Why dealers switch

  • Entries become append-only and timestamped, with corrections recorded rather than erased.
  • Errors and gaps surface in Records Needing Review instead of being discovered during an inspection.
  • Physical inventory reconciliation with barcode/QR scanning replaces manual tick sheets.
  • Inspection-ready exports are produced in seconds.

What can be imported

Comes across

  • Any CSV or XLSX with one firearm per row
  • Multi-sheet workbooks (imported one sheet at a time)
  • Partial data — you can map only the columns you have
  • Hand-typed history from a paper book once entered into a sheet

Stays behind

  • Photographs or scans of paper pages (these must be transcribed first)
  • Merged cells or multi-row entries — split them before exporting

How RecordSync validates your imported data

  • Every imported row is parsed, normalized and previewed before anything is written — you approve the mapping first.
  • RecordSync compares imported records against your authoritative Suite records and explains each difference instead of silently overwriting.
  • Match confidence is explainable: exact serial matches, normalized matches and fuzzy candidates are labeled so you can see why two records were paired.
  • Anything unclear becomes a finding in Records Needing Review rather than a silent change to a regulatory record.
  • Import provenance is stored with a file checksum, so every record can be traced back to the file and mapping it came from.

What the migration looks like

  1. 1. Export from your current system

    Pull a full acquisition and disposition export as CSV or XLSX. Include open (in-inventory) and closed (disposed) records so your history stays intact.

  2. 2. Upload and map your columns

    The migration wizard reads your headers and proposes a mapping. You confirm or adjust each field — serial number, manufacturer, importer, model, caliber, type, acquisition and disposition details.

  3. 3. Review the validation preview

    Before a single record is written, you see row counts, warnings, blocking errors and duplicate candidates. Fix, skip or accept — you stay in control.

  4. 4. Commit with provenance

    Approved rows are written to the bound book as an append-only import batch, stamped with the source file, checksum and the user who approved it.

  5. 5. Reconcile with RecordSync

    Compare the imported set against eForms exports or a second system. Differences are surfaced for your confirmation — never auto-applied.

Your first five minutes

Create your workspace, upload your Spreadsheets export, confirm the column mapping, finish a short onboarding checklist and record your first acquisition. No implementation project, no setup fee, no scheduled kickoff call.

Migration questions

Why we approach migration differently

Spreadsheets let anything through. A regulatory record should not. The import preview is deliberately strict so problems are fixed before they become part of your book.

Read our philosophy

Other migration guides

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