Replace spreadsheet handovers in a controlled order
Keep the first rollout concrete: confirm project details, put upcoming work in the schedule and assign the open actions. Compare what the site team sees with what the office expects. Once those records are reliable, review the estimate-to-budget and purchasing processes with the people who will own them.
Existing spreadsheets may contain customer history, balances or documents that should remain available. Decide which records must move and which can stay in a reference archive. This is a suggested adoption sequence, not a promise of an automatic spreadsheet importer or a fixed setup time.

