How do I import my old data into a new system?

To turn an Excel file into a system you need three things: a clean sheet with a single header row, clear roles for who may do what, and entry screens and reports that run on a database instead of cells. You can hire a developer, use a no-code tool, or upload the file to an AI builder such as Fanann, which builds the system around your data.

A web app is a version of your sheet that opens in the browser with a link and a sign-in, with its data in one shared database instead of a file passed between people. To turn Excel into one: clean the columns, define the screens and roles, build it with a developer, a no-code tool or an AI builder, then import the rows and publish the link.

Keeping company data safe rests on four habits: a personal sign-in for every employee instead of shared accounts and files; role-based permissions so each person sees only what they need; regular backups that you have actually tested restoring; and control over who can export or delete. Most data loss in small companies comes from human error or a copied file, not a sophisticated attack.

Take a copy of the program's data regularly and keep it somewhere other than the computer itself: an external drive, a second disk or cloud storage. A simple rule is one copy every working day and a weekly copy kept outside the shop. Most important, test a restore at least once, because a backup you have never restored cannot be trusted when you need it.