Migrating from WinBIZ to Neoffice
Move from installed software to the cloud — without losing a single invoice. We transfer your customers, your items and your entire history from a simple export, test on a disposable instance, then go live when you are ready.
WinBIZ vs. Neoffice
Sans Neoffice
Software installed on a workstation — manual backups, paid updates
No remote access, no mobile, no home working
Server and additional workstation licences billed at a premium
Data locked in a local proprietary format
Avec Neoffice
Cloud ERP accessible anywhere — office, home, mobile
Automatic backups, updates included, nothing to maintain
Dedicated instance, unlimited users, predictable cost
Your data with you on a Swiss VPS, exportable whenever you like
What we bring over from your WinBIZ
From a WinBIZ export, the import engine automatically detects the structure of your files — even a hand-built spreadsheet — and reconstructs your data in Neoffice.
Customers & addresses
All your customers become editable Neoffice records, with addresses and contact details. The WinBIZ customer number is retained for full traceability.
Items & pricing
Your products and services transferred with their prices, units and groupings — ready to invoice from day one.
Invoices & history
All your historical invoices archived and searchable in Neoffice — amounts, dates and payment status preserved.
Contracts & subscriptions
Your recurring contracts transferred so that periodic billing continues without interruption.
Data cleaned in the process
Phone numbers in Swiss format, postcodes, amounts and dates are normalised automatically during the import — you start fresh with clean data.
No duplicates
The import is idempotent: it can be replayed as many times as needed and will never create the same customer or invoice twice.
Your migration
in 4 steps
Export WinBIZ
You export your data from WinBIZ (Excel). No need to clean or reformat it — we handle everything.
Analysis & mapping
The engine automatically detects the file structure, classifies the sheets and proposes a migration plan. You approve the scope.
Test on disposable instance
The migration runs first on a test instance. You verify your customers and invoices under real conditions before any switchover.
Go live in production
Once approved, we replay the import on your definitive instance. Line-by-line log, zero duplicates, complete history.
One migration, three reliefs
Management
No more software to maintain on a workstation — everything is in the cloud
Access your business from anywhere: office, home, on the road
Predictable instance cost, unlimited users
customers transferred in a single tested migration
historical invoices imported without re-entry
duplicates — the import is safely replayable
WinBIZ or Neoffice — le comparatif
| WinBIZ | Neoffice | |
|---|---|---|
| Type | Software installed on workstation | Cloud ERP, accessible anywhere |
| Remote & mobile access | Limited or paid | Included — office, home, mobile |
| Backups | Manual, your responsibility | Automatic, included |
| Updates | Paid versions | Included continuously |
| Multi-user | Per-workstation / server licences | Unlimited users |
| Accounting & Swiss VAT | Included | Included |
| CRM, stock, HR, projects | Modules depending on edition | All included |
| AI assistant | Not available | Nora — chat, voice, automations |
| Your data | Local proprietary format | With you, exportable at any time |
Migration from WinBIZ is included in your Neoffice onboarding. We analyse your export, test, and carry out the switchover — you approve at every step.
Frequently asked questions — Migrating from WinBIZ to Neoffice
I only have a hand-built Excel export — can it still work?
Will I lose my history?
My data is incomplete — many customers without an email address…
How long does the migration take?
How do I work during the migration?
What if the import needs to be run again?
Ready to migrate ?
Chat with Nora, our AI assistant, to discuss your data migration.
- Your data stays safe, hosted in Switzerland.
- Migration tested on a throwaway instance before going live.
- We guide you through every step.
Propulsé par IA locale — vos données restent en Suisse