How long does it take to migrate from Excel?

2–3 weeks from day 1 to go-live. Week 1 is spent on export and cleansing, week 2 on import, setup, and integration, week 3 on parallel running and training. The re-leasing flow runs automatically from day 15.

Will we lose data during migration?

No. We map each Excel row to structured records (contract, customer, vehicle). If a field is missing, it is flagged for subsequent manual completion. Excel is kept in read-only mode for 90 days.

How much does the migration cost?

Included in setup. The onboarding fee covering migration, setup, and training is included in the platform subscription on tiered pricing from €308/month based on fleet size. No separate migration bill.

Can we run Excel and the new system in parallel for a period?

Yes, in week 3 we run parallel operations where Excel can be accessed in read-only mode. After 30 days, Excel is fully archived — maintaining both systems defeats the purpose.

What if our financing partner doesn't have an API?

We set up automated file imports on a fixed schedule (typically weekly or daily). You still don't have to pull the file manually — it is retrieved and parsed automatically.

What happens to historical data (old expired agreements)?

Imported as 'historical' contracts on the customer record. Used for win-back workflows: 'Hi [navn], you leased a [bil] 2 years ago, shall we find you a new one?'

Guide · Excel alternative for leasing

Excel alternative for leasing: 7-step migration guide

Excel plus a monthly CSV from the finance partner is still the default for many leasing companies. It works until the portfolio surpasses 200+ active contracts. Here is the step-by-step migration guide to a dedicated leasing system — without losing data or momentum.

Last updated: 2026-06-08

Short answer

Migration takes 2–3 weeks: export Excel + CSV, validate data, import into CARRUSLiNK, configure automated re-leasing workflows, integrate the finance partner, and train the team. By week 3, Excel is retired and the process runs automatically.

Why Excel breaks on leasing

A new CSV is exported every month — manual work that doesn't scale
No automated reminders before lease expiry
Multiple employees editing the same file — version conflicts arise
No history of customer communications
Vehicle and contract are not linked — just kept in separate tabs
When a salesperson leaves, notes disappear into their personal inbox
Reports are generated manually — typically quarterly with errors

7-step migration guide

Week 1, Days 1-2: Export & Data Audit

Export Excel + latest CSV from financing partner. Identify: active contracts, customer data, vehicles, expiry dates. Flag duplicates and incomplete records.

Week 1, Days 3-5: Data Cleansing

Standardise fields: national ID/CVR format, mobile numbers, email. Remove duplicates. Flag agreements with missing data and prioritise them post-migration.

Week 1, Days 6-7: Import to CARRUSLiNK

We map every Excel row to a contract card + customer card + vehicle card. Each contract gets an expiry date, monthly instalment, residual value, financing partner, and status.

Week 2, Days 8-10: Re-leasing Flow Setup

90-day SMS trigger, sales tasks, follow-up intervals, queue for 'win-back' after 6 months. Activated once data is validated.

Week 2, Days 11-12: Financing Partner Integration

API or automated file import from Krone Kapital, Santander Consumer, AL Finans, or others. No more monthly CSV exports.

Week 2, Days 13-14: Team Training

Sales staff and administration learn customer cards, contract cards, follow-up flows, and reports. Typically 4 hours per employee.

Week 3: Parallel Run and Go-live

Excel is archived as read-only; all new work takes place in CARRUSLiNK. The re-leasing flow runs automatically from day 15. Excel is used solely for reference during the first 30 days, then fully archived.

What you get after migrating

Én sandhed

All contracts, customers, and vehicles in one system. Searchable in 2 seconds.

Re-leasing flow on autopilot

No manual list pulling. The 90-day flow runs by itself.

No monthly CSV

Financing partner data is retrieved automatically. The Excel export routine is gone.

Versionering forsvinder

No more 'contracts_v3_FINAL_final.xlsx'. A single version, everyone sees the same numbers.

Sales staff handover without data loss

History stays on the customer card. The next salesperson takes over seamlessly.

Rapporter i realtid

Re-leasing rate, churn, portfolio value — not quarterly Excel chores, but live dashboards.

Frequently asked questions

Get your migration plan from Excel to CARRUSLiNK

30 minutes. We review your Excel structure and your CSV flow, and build a concrete 3-week migration plan for your team.