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Embroidery CRM
📥 Part of OS 360 Pro

Switch to OS 360 Pro Without Retyping

Bring your customers and invoice history with you from a CSV export of the system you use today.

Create your free account   ← Embroidery Business CRM
Quick answer

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Key facts
Last updatedNovember 13, 2026
ProductOS 360 Pro, embroidery business CRM and shop management software
PriceFirst month free, then $49.99/month + tax
Free plan5 free AI calculations per month, then $2.00 each
Runs inAny web browser; can be installed as an app on desktop or phone
Made by360 Digitizing Solutions
What It Does

Your History Comes With You

Data Import in OS 360 Pro reads CSV files, including exports from Printavo, DecoNetwork and InkSoft, and invoice exports from QuickBooks or Xero. It can also read records from a document with OCR. Your customer list, lifetime value and revenue history are useful from day one instead of starting empty.

  • CSV import of records
  • Migration from Printavo, DecoNetwork and InkSoft exports
  • QuickBooks or Xero invoice CSV import
  • OCR import from documents
  • Revenue history so analytics work from the start
OS 360 Pro customer list after import

What You See in Data Import

Each part of the screen, what it does and why it is worth having.

CSV import

Upload a CSV and match the columns.

Any system that exports CSV can move over.
Competitor migration

Reads exports from Printavo, DecoNetwork and InkSoft.

Your customer list arrives ready to use.
Invoice import

Accepts QuickBooks or Xero invoice exports.

Revenue history comes with you.
OCR import

Read records from a document.

Even paper lists can be brought in.

How It Works, Step by Step

  1. Export from your old systemDownload customers and invoices as CSV.
  2. Open Data ImportChoose the type of file.
  3. Upload and checkUpload the file and check the columns.
  4. ImportYour records appear in Customers and Accounting.
  5. Start workingQuotes, jobs and analytics use your real history from day one.
Inside OS 360 ProOS 360 Pro customer list after import
OS 360 Pro customer list after import

In a Real Shop

Moving from a spreadsheet and QuickBooks

Example: a shop keeps customers in a spreadsheet and invoices in QuickBooks. It exports both as CSV, imports them in an afternoon, and on Monday sees each customer with lifetime value and the last order already filled in.

Good to Know

What this does not do, and what needs the Pro plan.

  • Imports are one-off file imports, not a live sync with your old system.
  • Check the column matching before importing a large file.

The Problem This Solves

Switching feels like starting over

Importing your customers and invoices keeps your history.

Retyping hundreds of customers

One CSV does it.

Reports start empty

Imported revenue gives the analytics something to work with.

Run Your Whole Embroidery Shop From One Dashboard

First month free, then $49.99/month + tax. The free plan includes 5 free AI calculations a month.

Create your free account

Every OS 360 Pro Feature

The closest matches first, then everything else in the platform.

👥Embroidery CRMEvery customer with orders, lifetime value, churn risk and segment, plus your business inbox inside the app.→💳Invoicing & Pay LinksSend invoices with an online pay link and QR code, and let automatic reminders chase late payments.→📊Accounting & ReportsRevenue, expenses, profit and loss, balance sheet and a tax center, with CSV export.→🧮Embroidery Pricing CalculatorPrice any job from stitch count: thread, backing, labor, machine time and a recommended price at your margin.→📝Quotes & EstimatesTrack every quote, see your conversion rate, send a reminder and turn an accepted quote into a job.→📦Order & Job ManagementCreate jobs from templates, brand the PO, pick placements and move each job through clear statuses.→🏭Production FloorA Kanban-style floor for embroidery and screen print, with a station view for each machine.→✅Proof & Order ApprovalCustomers approve proofs and samples from a link; signatures and timestamps are stored on the job.→🧵Inventory & Purchase OrdersThread, backing, needles and blanks with minimums, locations, low-stock and predicted reorder alerts.→🎨Mockup GeneratorCreate a garment mockup from your artwork, opened straight from the job.→🖨️Screen PrintingA Screen Printing Calculator with spoilage, and a screen print production floor next to embroidery.→📈Analytics & ForecastsYear-over-year months, next-month forecast, seasonal trends and AI insights from your own data.→🧵Digitizing OrdersOrder digitizing and vector from us in the same account, with design edits and revisions tracked.→📬MailboxYour business inbox inside OS 360 Pro: sync, search, reply and archive next to your customers.→✉️Email ComposerWrite or AI-draft customer emails in the right tone and send them from your own address.→🧾ExpensesPhotograph a receipt, let it be read for you, and see spending by category.→💰RevenueTotal, completed and pending revenue, net profit and paid, pending and overdue invoices.→💡AI InsightsPlain-language notes on what stands out in your revenue, orders and stock.→🔮PredictionsForecast revenue, orders and new customers for the next 7, 30 or 90 days or the next year.→📑Purchase Orders & VendorsRaise purchase orders, track what is still to arrive, and keep vendor terms on record.→🧑‍🏭StaffTeam members with roles, hourly or per-design rates and skills, plus a performance report.→✍️Contracts & SignaturesSend an order for signature and keep the signed proof with a timestamp.→🖼️PortfolioA public profile page that shows your work, services and customer reviews.→🏠Embroidery Business CRM overviewSee how every part of OS 360 Pro fits together.→

FAQs

Which systems can I import from?

CSV in general, and exports from Printavo, DecoNetwork, InkSoft, QuickBooks and Xero.

Do I need to keep my old system?

That is up to you. Many shops export once and switch.

See It Working in Your Shop

First month free, then $49.99/month + tax. Free plan available.

Create your free account
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