Switch in one sitting

Move your whole business over in one sitting, without losing a thing.

Leaving HoneyBook, Dubsado, or Bonsai? Here is the exact order of operations to switch without losing a client, an invoice, or a file. The biggest reason people stall is the dread of the move, so this deletes the dread.

1
Export from your current tool

Contacts and clients (CSV) and invoice history (CSV/PDF). HoneyBook, Dubsado, and Bonsai all let you export your client data from their own settings.

2
Import into Tideway

Bring contacts and invoice history in through the CSV import wizard — it recognises HoneyBook, Dubsado, Bonsai, FreshBooks, Harvest, QuickBooks and PayPal exports and maps the columns for you.

3
Reconnect Stripe

So payments come straight to you, with nothing held in between. Tideway never sits in your money.

4
Recreate your standard invoice

Build it once, then duplicate it for each new client. You probably only have one or two that matter.

5
Set up your client portal link

One white-label link, no client signup, no per-client fee.

6
Send your first invoice from Tideway

Confirm the loop works end to end before you rely on it.

7
Keep the old tool read-only for 30 days

Belt and suspenders. Do not cancel until you are sure nothing is missing.

8
Cancel the old subscription

And note the renewal date so you are not double-billed during the overlap.

We will also tell you honestly if you should not switch yet. The full checklist includes the cases where staying put is the right call. See the honest comparison for the when-not-to-switch list.

Move it all over today.

Tideway imports contacts and invoices straight from a CSV export, so the checklist above is one sitting rather than a lost weekend.

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