Moving off FileMaker or spreadsheets

Keep the history. Lose the workarounds.

Plana was built alongside a Sydney sign shop moving off FileMaker. Their jobs, customers and job numbers came with them.

The jobs list in Plana, grouped by status, with each job's customer, due date and value

Sound familiar?

  • The database only works on the office computer.
  • The person who built it left years ago.
  • Emails, artwork and prices all live somewhere else.

Your jobs and job numbers, brought across

Past jobs, customers and contacts come across with their numbers, and new jobs carry on the sequence.

Watch it done in the app, below.

The jobs list in Plana, grouped by status, with each job's customer, due date and value

Everything the old system couldn't do

Your inbox filed by job, proofs approved in one link, and a team chat on every job, on any computer or phone.

Incoming Requests in Plana: emails that look like new work, each one click from becoming a job

Moving to Plana

Bring your jobs with you.

Keeping jobs in FileMaker, a spreadsheet, Asana, Trello or monday.com? Send us what you have and we'll bring your jobs, customers and job numbers across, so your history is there on day one and new jobs carry on from the last number.

Ask us to bring yours across
FileMaker ProIn FileMaker Pro now
Job No21843
ClientBayside Brewing Co
ContactMia Chen
Job NameTaproom opening
Due Date14/11/2026
StatusIn production
ItemsTotal
2 × Pull-up banner, 850 × 2000$1,340
1 × Window decal, 1460 × 1810$1,140
In Plana
Job 21843 · Taproom opening
Bayside Brewing Co · Mia Chen · due 14 Nov
In production
  • Same job number, and new jobs carry on from it
  • Bayside Brewing Co and Mia Chen saved as a customer
  • Both signs on the job, with their sizes
  • Where it was up to, so it lands in the right stage

Questions

How long does the move take?
It depends on your data. Plana's first customer came across from FileMaker with thousands of past jobs; get in touch and we'll look at yours.
Do we lose anything?
No. What's imported is kept as it was, and new work carries on from it.

Related

Run your next job from one place.