Import from Dubsado

Dubsado has no full account export, so you move your data by exporting a few CSV files from Dubsado and uploading them in Agiled. There's nothing to connect and no password to share.

Export from DubsadoCopy Anchor Link

Export each list as CSV. Dubsado only exports what the list is showing, so clear any filters first.

1. Contacts: open Contacts, select the download icon, and export the CSV. Include the name, email, phone, company, and address fields.
2. Projects: open Projects, select the download icon, and export the CSV. Include the client fields so each project finds its client.
3. Invoices: open your invoice list and choose Export as CSV.

Only the account owner, or a team member allowed to export, can download these files.

Upload in AgiledCopy Anchor Link

1. Open Settings › Apps and choose Dubsado.
2. Drop all three files on the upload area at once, or choose them. Uploading them together lets invoices find their clients and projects.
3. Select Check files. Agiled reads the files and shows how many clients, contacts, projects, invoices, and payments it found, and which are already in Agiled. Nothing is saved yet.
4. Select Import to start. The import runs in the background; Recent runs shows what was imported when it finishes.

You're done when Recent runs shows the import finished and your clients and projects appear in Agiled.

You can upload up to 5 files, 10 MB in all, with up to 5,000 rows in each file. Split larger exports and upload them one after another.

What importsCopy Anchor Link

• Clients: each company becomes a client. A person without a company becomes their own client.
• Contacts: each person, with email, phone, and their client. A second contact on a Dubsado client (a partner or assistant) becomes another contact on the same client.
• Projects: title, start and end dates, and status. Archived projects import as completed, and leads import as planning. The Dubsado status, contract status, source, and tags are kept in the project description.
• Invoices: number (shown as DUB-1001), dates, total, and client. Each invoice has one line for its total, because Dubsado's export doesn't include line items.
• Payments: the amount paid on each invoice, recorded on the invoice date because the export doesn't say when it was paid.

People with booked work or a payment import as customers; everyone else imports as a lead.

What doesn't importCopy Anchor Link

Dubsado doesn't export these, so set them up again in Agiled:

• Forms and questionnaires
• Contract and proposal templates
• Workflows and automations
• Canned emails and email history
• Scheduler settings

Signed contracts and invoice PDFs download one at a time from Dubsado. Save the ones you need to keep and upload them to the client's files in Agiled.

Importing againCopy Anchor Link

Importing the same files again updates the records it created instead of adding duplicates. Agiled also leaves your own data alone:

• A contact already in Agiled keeps its status, owner, and visibility. A customer never goes back to being a lead.
• A project or invoice number that already exists in Agiled, and didn't come from Dubsado, isn't imported. The check lists them so you can rename them and import again.

Unpaid invoices that are past due are marked overdue in Agiled. If you've set up overdue reminders or workflows, they apply to these invoices too, so review them before importing.

Fix a fileCopy Anchor Link

If a file can't be read, the check tells you which file and what's missing, and nothing is imported. For example:

This file is missing an Email column. Export your contacts from Dubsado and try again.

Export the file again with that column, or add it, then upload all the files again.

RelatedCopy Anchor Link

• Import from HoneyBook
• Bring in your existing data
• Connect an app