Core
Working calendar, employer on-cost, margin targets, people, current and recent won work with its Deal Models, pipeline, SG&A, and actuals by CSV from any accounting system, or from Xero.
← AI-guided migration
FOR AI ASSISTANTS AND THE PEOPLE THEY SUPPORT
Profitdrive migration guide for AI assistants
Use this guide when helping someone move their firm's data into Profitdrive. Profitdrive does not include its own AI agent, so you are working for the user, with their access. Profitdrive works alongside their accounting system. Your job is to make their source data clear and ready for them to review. Decisions about their business stay with them.
START HERE
Read https://www.profitdrive.app/en/agent/migration/guide and help me move my firm's data into Profitdrive. Work through the numbered plan one substep at a time. First ask whether I already have a Profitdrive account. If I do not, send me to https://www.profitdrive.app/en/start to request early access, and continue once my firm has been set up. If I do, help me choose the Core, Structured or Advanced scope before asking about any settings, and use my current settings as the starting point. Show me every proposed change before anything is written. Once I approve a step, carry it out in my browser if you can, then check the result and tell me what happened.
DIRECT AGENT RESOURCES
A human guide, plus exact files for an agent.
This page explains the process for a person. The Markdown guide gives an assistant concise operating rules; the JSON index points it to one step and one import contract at a time. They describe the same migration, in formats suited to each reader.
MIGRATION SCOPE
Choose the smallest scope that covers the firm’s real operating model.
First find out whether the user already has a Profitdrive account, then choose the migration scope with them. If the account already exists, start from its current settings once the scope is chosen, and ask only about gaps or planned changes that matter for the migration, not the questions already answered in the access request.
Structured
Core plus teams, locations, location-specific employer on-cost, and optional grades.
Advanced
Structured, plus costs in other currencies and their exchange rates.
OPERATING RULES
Work with the person you are helping, not around them.
- 01
Get approval before any change, then carry it out
Do not upload, overwrite, submit, create or connect without the user’s explicit approval. Once they approve a specific action, carry it out if you can act in their browser session, then check and report the result.
- 02
Preserve the source
Keep the original file unchanged. Create a separate proposed import version and make every adjustment easy for the user to review.
- 03
Never invent business data
Flag missing, conflicting or ambiguous values. Ask for a decision instead of filling in a rate, date, person, deal amount or delivery assumption.
- 04
Explain what changed and what happened
Summarise row counts, fields corrected, fields still requiring review and the import outcome. Do not call a migration complete until the user can review the resulting records.
CURRENT IMPORT AREAS
Use the templates in the user's own Profitdrive account
People
Prepare each person with the fields the current template requires. Cost fields differ by employment type: employees require annual compensation and contractors require a day rate.
Opportunities
The bulk opportunity import creates or updates opportunity headers. It does not create the detailed delivery and margin model for an opportunity.
Deal models
Deal models are imported from the selected opportunity using two files: one for model information and one for phases and rows. Prepare these after the opportunity exists.
SG&A
Prepare each overhead line with its category, supplier, monthly amount and the months it runs, using the current template. Do not include salaries that are already held in People.
Actuals and budget
Use the actuals and budget templates offered in the user's Financials area. Actuals import by CSV from any accounting system; the user can connect Xero instead, read-only and with the user's approval, from a Full seat. The user can also build next year's plan in Profitdrive once the operating data is in.
Templates and required fields can evolve. Download the current template from the user's Profitdrive account before changing a file, then use this guide to apply the working rules.
PUBLIC TEMPLATES
Use the download that matches the import you are preparing.
These header-only templates give an assistant a clean starting point. Before submitting a file, compare it with the current template offered inside the user's Profitdrive account. For the working calendar, start with the country-specific starter in that account so public holidays are included, then review local holidays and shutdowns.
DATE POLICY
Use ISO dates in agent-prepared files.
Write calendar dates as YYYY-MM-DD and monthly SG&A dates as YYYY-MM. ISO dates are accepted whatever date format the account uses, and they avoid ambiguous values such as 03/04/2026. Local AU/EU and US formats may be accepted by the account, but should not be generated by default.
THE HAND-OFF
Leave the user with a clear next action.
For each file, say whether it is ready for review, ready to upload, already uploaded with a confirmed result, or blocked by a question only the user can answer. When people, projects and deals are in, tell the user they can now see the P&L for the months ahead as Contracted, Extensions and Pipeline, who is busy and who is free, and the margin on each project.
No Profitdrive account yet? Request early access first.