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Bring your customers, deals and time into Xcellerate OPS: CSV import and Clockify migration
Onboarding2 Sept 2026 5 min read

Bring your customers, deals and time into Xcellerate OPS: CSV import and Clockify migration

Migrate to a new PSA without a consultant: import customers, deals and contracts by CSV and bring your time over from Clockify.

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Connect your mailbox, Teams, WhatsApp and website chat to Xcellerate OPS
Onboarding20 Aug 2026 5 min read

Connect your mailbox, Teams, WhatsApp and website chat to Xcellerate OPS

How to get every customer message into one queue on day one: your shared mailbox, Microsoft Teams, WhatsApp, website chat and booking pages.

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Your first hour in Xcellerate OPS: setup checklist, branding and the modules you actually need
Onboarding4 Aug 2026 5 min read

Your first hour in Xcellerate OPS: setup checklist, branding and the modules you actually need

A practical guide to your first hour as an Xcellerate OPS admin: the setup checklist in the right order, only the modules you need, and your own branding.

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