Switching to a new tool management system rarely fails because of the software, but because of the stock: hundreds of tools with numbers, storage locations and inspection dates that nobody wants to type in again. The list already exists – as an export from the previous program or as an Excel file that has grown over the years.
The migration assistant of Tulz reads this file as it is. It recognises the columns by their headings, shows sample values for checking and creates the tools – with categories, storage locations, additional numbers and inspection dates. You do not have to fill in a template.
How it works in the workshop
- Export – save the tool list in the previous program as an Excel or CSV file; save your own lists as .xlsx or CSV (Migration assistant).
- Read in and check – upload the file; Tulz suggests for every column where it belongs. Change what does not fit via the selection and leave out columns you do not need.
- Take over – conditions, dates, inspection intervals and prices are converted, categories and storage locations created; existing numbers are skipped or updated on request.
- Label – print labels and assign tools without a storage location by scan (Printing labels, Moving by scan).
What comes with it
- Excel files (.xlsx) directly, plus CSV and text with semicolon, comma or tab
- German, English and Italian column names, common abbreviations such as "Inv. no." or "S/N"
- Several number columns (OEM, manufacturer, supplier) end up together as additional numbers on the tool
- Dates in German notation, as ISO date or as Excel date number
- Up to 5,000 rows per file; the file is deleted after the takeover
- For your own templates the classic CSV import remains (CSV import)
Who it is for
For workshops switching to Tulz from another program or an Excel list – and for dealer groups merging the stock of several branches. How the switch succeeds step by step is described in the guide From spreadsheet to tool management.
Frequently asked questions
Are loans and history taken over from the old program?
No, the stock is taken over: tools with numbers, storage locations, categories and inspection dates. Whatever is currently issued arrives as available and is issued anew in Tulz.
What happens to columns that Tulz does not know?
They are not taken over as long as you do not map them to a field. Important details without a field of their own can go into the notes if you wish.
Can I test the switch beforehand?
Yes. The mapping shows sample values and a preview before anything is created. A backup under Settings also makes it possible to roll back a takeover.