If you are switching to us from GoProposal, then we’ve made it super easy for you to transition across and import your historical data.

The two elements you might want to import are:

Check out our video guide below that walks you through the process.

You could create your Service & Pricing from scratch by following our onboarding guide, but by importing your GoProposal pricing matrix, we can have your pricing configured in just a few minutes!

Firstly you’ll need to head into GoProposal and download the pricing matrix PDF (you’ll find it at the bottom of the pricing configuration page).

Then head back into Socket and click "Import Pricing" and select the PDF file. Wait for the import process to complete, this should take about 30 seconds.

Then you’ll just need to review the imported services and pricing. Make sure everything looks right and is categorised correctly. We will flag any data inaccuracies and allow you to adjust these before confirming.

Use the AI wizard to generate service descriptions. You can always customise these descriptions to match your practice’s style and tone.

That’s it!

If you want historical data in Socket, then you’ll probably want to import your historical proposals. This gives you a clear insights into fee changes from previous years, when issuing pricing renewals.

Head to “Home” and then “Import” on the top right and click "Select GoProposal CSV".

When importing, chose how should we treat multiple proposals for the same client. Either:

Mark older ones as superseded.

Mark all won proposals as active.

You'll then get an opportunity to review the imported file. Any exclamation marks will indicate issues to be resolved, in the below example we were unable to match the client name on the historical proposal, to a client in Socket.