Migrate to SolarCPQ
Move your solar quotes and customer data from existing tools to SolarCPQ. Simple migration process with data privacy and complete ownership.
Keep Your Pricing Private
Your pricing strategies, margins, and competitive data stay on your servers—never shared with cloud providers
Own Your Customer Data
Complete control over customer information, quotes, and historical data with no vendor lock-in
Simple Data Import
Import existing quotes, equipment catalog, and customer data using CSV files or our basic import tools
Start Fresh Option
For MVP, you can also start with a clean slate and build your equipment catalog from our included library
Migrate From Existing Solar Tools
Import your solar quotes and equipment data from spreadsheets, cloud quoting tools, or start fresh with our equipment library
Cloud Solar Software
Import data from cloud-based solar quoting and design platforms
Supported Platforms:
Spreadsheets
Import quotes and pricing from Excel or Google Sheets
Supported Platforms:
Start Fresh
Begin with SolarCPQ's built-in equipment library and templates
Supported Platforms:
Custom Data
Import from custom pricing tools or homegrown solutions
Supported Platforms:
Simple Migration Process
A straightforward approach to move your solar quoting data to SolarCPQ
Export Your Data
Export quotes, equipment, and customer data from your current system as CSV files
Install SolarCPQ
Deploy SolarCPQ on your server using Docker or standard installation
Import Data
Use CSV import tools to bring in your existing solar data
Start Quoting
Begin creating solar quotes with your imported data and equipment
Simple Import Tools
Easy-to-use tools for importing your solar data into SolarCPQ
CSV Equipment Import
Upload your solar equipment catalog using simple CSV files
Customer Data Import
Import customer contact information and quote history
Quote Import (Optional)
Bring in historical quotes for reference and tracking
Data Export
Export your SolarCPQ data for backup or analysis
Migration Tips
Simple guidelines for migrating your solar data to SolarCPQ
Start with equipment catalog first - it's the foundation of your quotes
Test with a few sample quotes before importing all historical data
Keep your old system running during the first week to reference past quotes
Export your current data as backup before switching systems
Begin with new quotes in SolarCPQ - historical data import is optional
Verify equipment pricing after import to ensure accuracy
Create a test quote and proposal to confirm everything works
Train your sales team on SolarCPQ before fully switching over
Migration Support
Resources and help available for migrating to SolarCPQ
Documentation
Comprehensive guides for installing and importing data
Community Forum
Connect with other solar installers using SolarCPQ
Email Support
Technical assistance for installation and data import
Your Data Stays Private
Self-hosted deployment means complete control over your sensitive solar pricing and customer data
All data stored on your own servers - never in the cloud
Your pricing strategies and margins remain confidential
Customer information stays under your control
No data sharing with third-party cloud providers
HTTPS encryption for web access (optional setup)
Local database backups on your schedule
Export data anytime - no vendor lock-in
Full ownership of all quote and proposal data
Start Using SolarCPQ Today
Download SolarCPQ and begin migrating your solar quoting data with complete pricing privacy