ASSAYA

EVERY SEAL, ATTESTED — THE SWITCHING GUIDE

Moving from Bolster, Onetrace or a spreadsheet? Good news: your records belong to you, not to your old software — and bringing them into Assaya takes an afternoon, not a project. This page shows exactly what moves, how, and what to expect.

What moves across

What	How it moves	Effort
Records — refs, statuses, work types, products, locations, installers, notes	CSV import — automatic, with your old statuses folded onto Assaya's	Minutes
Drawings — your floor plans	Upload your old system's PDF report pages as the job's drawings (each page becomes a drawing)	Minutes
Pin positions	Your old PDF reports print the pins ON the drawing — upload those pages and every old pin is visible exactly where it was. Live work gets re-pinned on top as the crew visits.	Visible immediately
Photos	Photos live inside your old PDF reports — keep those PDFs filed and they remain your historical evidence archive. New photos start in Assaya from day one, attached to every seal.	Nothing to do

The one honest limitation: no competitor's CSV export carries floor plans or pin coordinates — that's true for anyone you switch to, in any direction. Assaya works around it with the printed-pins trick above, so the full picture survives the move.

Before you start: get your data out

From Bolster: Reports → Create Report → pick your site → choose CSV format and generate. Also generate their standard PDF report for each site — that's the document with the pinned drawings and photos in it.

From Onetrace: export the job's records as CSV from the web dashboard (Reports → Export), and download the job's PDF reports with the marked-up drawings.

If an export option is hard to find, ask their support for a full data export — it's your data and they're obliged to hand it over when you ask.

The move, step by step

Import the records. In your Assaya admin console: Bolster imports live under Jobs → ⇪ Import from Bolster; Onetrace under System → ⇪ Import from Onetrace. Drop the CSV in, check the column matching Assaya suggests (it usually guesses right), and import. The whole job appears with every record — statuses like Installed / Completed become Complete, Action Required / Failed become Defect, and anything unrecognised lands safely as Outstanding, never lost.

Mount the drawings. Open the imported job and upload your old system's PDF report pages as drawings — each page becomes a drawing in Assaya. Because those pages have the pins printed on them, your seals are visible in position immediately.

Carry on working. From here it depends on the job:

Completed jobs (your archive): you're done. The imported records are the searchable register, the mounted report pages show where everything is, and your old PDFs stay filed as the photographic evidence of record. That's a complete golden thread for the building's history.

Live jobs (still on the tools): the crew records new and remaining work in Assaya as normal — dropping pins over the printed marks where they're working. New pins get fresh Assaya refs; the printed drawing preserves the old refs visually and the imported register preserves them in the data. Within a few site visits the job is fully live in Assaya, photos and all.

What you gain the moment you land

No meter — flat price, unlimited drawings, no per-upload fees, no per-user maths.
Works offline — basements, risers and plant rooms; everything syncs when signal returns.
Automatic inspection reminders — every fire door and damper gets a next-due date (Reg 10 / BS 9999 out of the box), a due/overdue watchlist, and a daily digest to your inbox.
One-click evidence packs — certificate cover, every record, every photo.
A live client register — a read-only link your client can open any time. No more "can you send the latest report?"

Common questions

Do I lose my old reference numbers? No — imported records keep their original refs in the register. New work pinned in Assaya gets Assaya refs (operative initials + number), and the old refs stay visible on the printed drawings you mounted.

Do I lose my photos? No — they're in the PDF reports you exported, which remain your permanent archive of the old system's era. Assaya photographs everything from day one going forward.

How long does one job take? Around 15 minutes: export, import, check the matching, upload the report pages. A whole back-catalogue is an afternoon.

What if my export looks different? The import lets you match any column to any field — and if your file has something unusual in it, email us (below) with the file and we'll sort it.

Is this allowed? Entirely. It's your company's data, exported by you from your own account. Nothing here touches the old provider's systems.

Rather have it done for you? Email hello@assaya-app.co.uk with your exports and we'll walk you through it — or take it off your hands entirely. Helping firms switch is something we take personal pride in.

Assaya is operated by Rockfirepro Ltd (UK) · assaya.co.uk · Privacy