Import existing data

If you already keep clients, projects, or invoices somewhere else, bring them with you. Your dashboard, CRM, and reports are useful from day one, and you do not have to retype anything.

Pick the path that matches where your data lives today:

Move from Dubsado or HoneyBookCopy Anchor Link

Neither tool has a full account export, so you download a few CSV files from it and upload them in Agiled. There is nothing to connect and no password to share.

1. Export the files from your old tool:
   • Dubsado: your contacts, projects, and invoices lists.
   • HoneyBook: your contacts, the Projects report, and the Payments completed report.
2. In Agiled, open Settings › Apps and choose Dubsado or HoneyBook.
3. Drop all the files on the upload area at once.
4. Select Check files. Agiled shows how many clients, contacts, projects, invoices, and payments it found, and which are already in Agiled. Nothing is saved yet.
5. Select Import. When it finishes, Recent runs shows what came across.

Your existing data is safe. A project or invoice number that already exists in Agiled is skipped and listed for you, never overwritten. Imported invoice numbers start with DUB- or HB- so you can tell them apart.

The step-by-step guides explain exactly what each tool exports: Import from Dubsado and Import from HoneyBook.

Import a spreadsheetCopy Anchor Link

You can import a CSV file into these lists: CRM › Contacts, CRM › Deals, Productivity › Tasks, Finance › Expenses and Scheduling › Appointments. Open the list and choose Import.

There's no separate import for companies. Add an Account or Company column to your contacts file instead: Agiled creates each company in CRM › Accounts and links the contact to it. If a company with that name already exists, the contact joins it.

Prepare the fileCopy Anchor Link

• One row per record, with column names in the first row.
• Remove duplicate rows and test rows.
• Use one date format throughout.
• Keep a copy of the original export before you change it.

Check the previewCopy Anchor Link

Before anything is saved, the preview shows how your columns map to Agiled fields and flags rows with problems. It also warns when a value is not one of a field's options, such as a Lead Source your workspace does not use yet, so you can fix it first.

Contact imports carry over Job Title and Lead Source. If you import the same person again, Agiled fills in the new details and adds their tags to the ones they already have. It never clears information that is already there.

See Import contacts for each field.

Start smallCopy Anchor Link

Import 10 rows first and open a few of the new records. When names, emails, owners, and dates look right, import the rest.

Import in the right orderCopy Anchor Link

Import the records others depend on first:

1. Contacts, with their company in an Account column.
2. Deals.
3. Tasks, expenses and appointments.

This way, later files can link to records that already exist. If a file uses owners or assignees, invite those teammates first. Add your services and projects by hand: they don't have a CSV import.

After importingCopy Anchor Link

Open a few records from the start, middle, and end of the file and check the names, amounts, owners, dates, and links between records.

If something looks wrong, stop before importing more. Fix the source file, then import only the corrected rows.

You're done when your clients, projects and open invoices are in Agiled and a few you spot-check look right.

Unpaid invoices that are already past due arrive as overdue. If you have set up payment reminders, review them before you import, so clients are not reminded about old invoices by surprise.

RelatedCopy Anchor Link

• Import contacts
• Import from Dubsado
• Import from HoneyBook