Switching from GoProposal to Socket is designed to be straightforward with our helpful import tools. Socket helps you move across your pricing, services, and current client proposals so you can continue billing without disruption.
This guide covers:
Importing services and pricing
Importing current client proposals
Importing Your Services and Pricing
Your first step is to move your pricing structure from GoProposal into Socket.
Export Pricing from GoProposal
In GoProposal, navigate to your pricing settings.
Download the pricing matrix PDF (found at the bottom of the pricing configuration page).
Import Pricing into Socket
In Socket, go to Pricing & Services in the left hand menu, then click Create New Pricing.
Under the 'I'm switching from GoProposal' heading choose Upload GoProposal Pricing Matrix PDF and then upload the file from your computer.
Choose Start Import - this may take a few minutes depending on the size of the file.
Once the import is complete you can Review Imported Pricing.
There may be issues to resolve when importing pricing, if the Red 'Caution' symbol shows, this means there is something which needs correcting, You may need to manually correct some of the drivers that failed to import.
Secondly because the descriptions for your sections and services aren't exported in the Pricing Matrix PDF, so you will either need to copy and paste these into your Socket Pricing Menu or you can use Socket's built in AI to Generate Description on the edit screen.
Once imported:
Review your services and pricing.
Check values and service groupings.
Make any small tidy-ups if required.
Importing Current Client Proposals
To ensure billing can continue as expected, current client proposals should be imported into Socket.
Rather than importing all past proposals, we strongly recommend filtering your GoProposal export to include only the proposals that are currently active and being billed.
Why Filter Proposals?
Bringing across older or inactive proposals can:
Create unnecessary clutter
Make reporting harder to interpret
Increase cleanup work after import
Focusing on current proposals ensures Socket reflects how your practice operates today.
How To Export Proposals from GoProposal
Before exporting, apply filters in GoProposal so that your CSV includes/excludes:
Includes:
Won proposals
Proposals that are currently active / being billed
Excludes:
Cancelled
Expired
Superseded proposals
Once filtered:
Export the proposals as a CSV file
Optionally review the file and remove any rows that no longer represent live work
Import Proposals into Socket
In Socket, go to the Proposals dashboard, choose the 3 Dots Menu in the top right corner and select Import.
The next screen is where you will upload the GoProposal CSV you have just exported and filtered. Before uploading you need to select one of the following, so Socket knows how to handle multiple proposals for the same client:
Mark older ones as superseded - this will mark older duplicate proposals as superseded by the newer ones, ideal if renewals have replaced older versions of proposals.
Mark all won proposals as active - this will mark all duplicate proposals as active, this would be used when a client might have multiple proposals.
Following this selection, upload your CSV file.
Once uploaded you will reach the Import Review screen, this allows you to review the import before it is completed.
Any clients marked with the Red 'Caution' icon may have issues, click this icon to review and fix.
The caution icon might be showing because this client doesn't exist and a new contact will be created on import, so no action is needed.
When you are happy with the data ready for import, click Finish Import.
Important:
Importing proposals from GoProposal is useful for bringing your data into Socket so billing can continue as expected.
However, imported services are added as static data and aren’t automatically mapped to Socket services.
To unlock full functionality, proposals will need to be renewed and mapped within Socket. Generally, this can wait to be completed during regular client renewal periods.
Final Checks
After importing pricing and proposals:
Confirm active clients appear correctly in Socket.
Spot-check a few proposals to ensure imported data and values look right.
Begin creating new proposals directly in Socket going forward.
You may also want to create your Letters of Engagement and Service Schedules from those set up in GoProposal, see our help guides below on how to create these in Socket.
Alternatively you can use Socket Engage to generate these for you in Socket.