Import from HoneyBook

HoneyBook doesn't have a full account export, so you move your data by downloading your contacts and two reports from HoneyBook and uploading them in Agiled. There's nothing to connect and no password to share.

Export from HoneyBookCopy Anchor Link

Only account owners and super admins can download reports.

1. Contacts: open Clients › Contacts, open the menu, and choose Download spreadsheet.
2. Projects report: open Reports, choose Download reports, pick Full year (or the range you want), and download Projects.
3. Payments completed report: in the same place, download Payments completed.

Reports cover whole months, so pick a range that includes all the work you want to move. If a report opens as text in a new tab, save it as a .csv or .txt file.

Upload in AgiledCopy Anchor Link

1. Open Settings › Apps and choose HoneyBook.
2. Drop all three files on the upload area at once, or choose them.
3. Select Check files to see how many clients, contacts, projects, invoices, and payments were found, and which are already in Agiled. Nothing is saved yet.
4. Select Import to start. 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.

What importsCopy Anchor Link

• Clients and contacts: name, email, and phone. Each person becomes a client with themselves as the contact, unless a company is named.
• Projects: name, project date, and stage. Inquiries and proposals import as planning, booked projects as active, and completed or archived projects as completed. The project type, stage, lead source, and value are kept in the description.
• Payments: each completed payment, with its date and amount.

HoneyBook doesn't export invoices. So that payments show up in your finance reports, each payment becomes a paid invoice for its project in Agiled (numbered like HB-1A2B3C4D5E6F), with that payment recorded on it. Reports that overlap are fine: a payment that appears in two reports is imported once.

What doesn't importCopy Anchor Link

• Invoices and their line items (payments import instead)
• Refunds: they stay in your HoneyBook reports
• Contracts and signed documents
• Questionnaires and lead form answers
• Automations, email templates, and scheduling rules
• Files, messages, and email history

Download signed contracts and invoice PDFs one at a time from HoneyBook, then upload the ones you need 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. A contact already in Agiled keeps its status, owner, and visibility, and a project or invoice number already used in Agiled isn't overwritten.

Fix a fileCopy Anchor Link

If a file can't be read, the check names the file and the missing column, and nothing is imported. For example:

payments.csv is missing an amount column, like Total Paid. Download the Payments completed report from HoneyBook and try again.

RelatedCopy Anchor Link

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