Moving from Protean to Service Geeni: A Step-by-Step Guide

Step 1: Exporting Your Data from Protean

The first step in any migration is extracting your existing data from Protean. This is handled by your team, as you know your data best and can decide what is relevant to bring across.

At this stage, the focus is on gathering the core operational data that underpins your day-to-day activities, such as:

• Customer accounts and sites
• Contacts
• Equipment and warranties
• Stock parts and on-hand values
• Service contracts, schedules, and basic job details

Only specific data types are included within standard migration, so this initial export is a good opportunity to review what information you actively use and what may no longer be required.

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Step 2: Data Migration Consultation with a Technical Consultant

Once your data has been exported, you’ll meet with a Service Geeni technical consultant. This consultation is a key part of the migration process and helps ensure your data is structured correctly before importing it into the platform.

During this session, your consultant will:

• Walk you through the Service Geeni Excel data templates
  
  
• Explain which templates are relevant to your business
  
  
• Clarify what each field in the spreadsheets represents in the platform
  
  
• Review your Protean data with you and discuss how it maps into Service Geeni
  
  
• Identify which data should be migrated and whether certain fields are required, optional, or unnecessary
  
  
• Answer questions around data structure, dependencies, and relationships

This is a consultative discussion rather than a one-size-fits-all process. In many cases, the template walkthrough and data review happen within the same meeting, although more complex datasets may require additional sessions.

The goal is not for Service Geeni to cleanse or transform the data on your behalf, but to provide expert guidance so you can prepare a clean, well-structured dataset ready for import.

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Step 3: Populating the Service Geeni Templates

You’ll then populate the Service Geeni templates with your selected data. These templates are pre-formatted to align with the platform’s supported data types and import rules.

Service Geeni provides:

• Formatted Excel templates for each supported data type
• Guidance and training on how to complete them
• Ongoing clarification if questions arise

At this point, you remain fully in control of your data, ensuring it accurately reflects your business processes before it enters the system.

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Step 4: Using the Self-Serve Data Import Tool

Once your templates are complete, you’ll use Service Geeni’s Self Serve Data Import Tool to upload your data.

The tool allows you to:

• Run validation checks before importing
• Identify errors or missing information
• Understand exactly what needs correcting
• Import data once it meets technical requirements

You can run unlimited import cycles, which means you’re free to test, refine, and re-import as needed without risk.

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Step 5: Final Cleanse and Go-Live Import

Before go-live, Service Geeni performs a single data cleanse to remove onboarding-phase data for the in-scope data types. This ensures your live system starts clean and ready for operational use.

From there, you’ll carry out the final import using your validated templates, confident that your data is technically sound and aligned with your Service Geeni setup.

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Step 6: Getting Started with Service Geeni

With your data live in Service Geeni, the focus shifts from migration to value. Your team can begin working with real operational data immediately, setting up workflows, schedules, and processes that reflect how you actually run your business.

This is where many customers start to see early benefits, such as improved visibility across assets and sites, more consistent job management, and better control over stock and service contracts. Because your data has been structured correctly from day one, Service Geeni becomes a platform you can build on, not just a system you’ve moved into.

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A Structured, Customer-Led Migration

Our approach to migrating from Protean to Service Geeni is deliberately customer-led. You retain ownership of your data at every stage, while our team provides the structure, tools, and expertise needed to make the transition smooth and predictable.

If you’re planning a move from Protean and want to understand what’s involved, our team will guide you through each step and ensure there are no surprises along the way.

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Ready to Move from Protean to Service Geeni?

If you’re considering a move away from Protean, our team can help you understand what your migration would look like in practice, including timelines, data scope, and onboarding support.

Whether you’re replacing an ageing system or looking for a platform that can scale with your operation, Service Geeni is designed to make the transition straightforward.

Speak to our team today to discuss your Protean migration and see how Service Geeni can support your business.

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Frequently Asked Questions

How long does it take to migrate from Protean to Service Geeni?

Migration timelines vary depending on the volume and complexity of your data. Most customers complete their data preparation and imports during onboarding, with flexibility to run multiple import cycles before go-live.

Does Service Geeni migrate data for us?

Service Geeni provides templates, guidance, and tools, but customers are responsible for extracting data from Protean and importing it using the Self Serve Data Import Tool. This approach ensures you stay in control of your data.

What data can be migrated from Protean?

Standard migration supports core operational data such as customers, sites, contacts, equipment, stock, service contracts, schedules, and basic job details.

Can we test our data before go-live?

Yes. You can run unlimited test imports using the Self Serve Data Import Tool, allowing you to validate and refine your data before completing your final go-live import.

What happens if there are errors in our data?

The import tool highlights validation errors and explains what needs correcting. Your team can fix the data in the templates and re-import until everything is ready.