Switching Systems Mid-Month
A short guide for moving from Google Sheets to Salesforce mid-month without affecting invoicing or payment.
Overview
You will use two systems temporarily:
- Google Sheets (old)
- Salesforce (new)
Goal: make sure invoicing is correct.
Step 1: Choose Your Move Date
You can choose this date.
Example: 18th of the month
This is the date you start using Salesforce only.
Step 2: Update Google Calendar
Go to your Google Calendar.
Find all sessions on and from your move date onwards.
For each event:
- Right-click the event
- Change colour to Tomato (red) or Flamingo (pink)
- When prompted, select “This event and following events”
This marks all future sessions as cancelled in the old system. But you will still be paid for all the previous sessions.
Step 3: Update Your Timesheet (Google Sheets)
Open your timesheet.
Go to the correct month, for example April.
Click “Sort Month”.
This pulls in sessions from the 1st up to the day before your move date.
Example: If I moved to the new system on the 18th, my timesheet would pull in all events 1st–17th.
Step 4: Generate Invoice
You can generate and send your invoice mid way through the month.
Share it with Dan.
Step 5: Start Using Salesforce
From your move date onwards:
- Set up your calendar in Salesforce as normal. This will be covered soon.
Important Rules
- Do not add past sessions into Salesforce
- Only add sessions from your move date onwards
Example:
Moving on 18th → only add sessions from 18th onwards
Do not add anything from earlier in the month.
If You Need Help
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