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 Customers → Import (not a Settings page). Upload your cleaned customer CSV — up to 5,000 customers per file. Pick "ShopMonkey" as the source platform (it's tagged so your Referrals report shows where each customer was migrated from), then SalesThumb auto-guesses the column mapping from your headers; review and adjust the "Map your columns" step, check the 5-row preview, then confirm. It's not a background job — the import runs while you wait on that page.
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: The customer importer brings over customer and vehicle records, not RO/invoice history — there's no invoice-history import today. Most shops keep ShopMonkey accessible read-only for 90 days to handle warranty and invoice lookups on old jobs, then archive it. If you have a large or unusual dataset and want to talk through options, reach out to info@roffik.com before you cancel ShopMonkey.
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 payments? A: Payment processing moves to SalesThumb's own payment connection — you'll set that up during onboarding. Your historical payment records stay with ShopMonkey and its processor; they don't transfer. Keep ShopMonkey accessible read-only if you need to pull old statements later.
Need help? Reach out to info@roffik.com.