Switch in an afternoon

Move your whole business over in one focused afternoon, 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), projects, and invoice history (CSV/PDF). HoneyBook, Dubsado, and Bonsai all let you export your client data, the editable checklist has the exact menu path for each.

2
Import into Tideway

Bring contacts, projects, and invoices in through the CSV import wizard.

3
Reconnect Stripe

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

4
Rebuild your one repeating template

Your standard proposal or invoice, set up once. 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 this afternoon.

Tideway imports contacts, projects, and invoices straight from a CSV export, so the checklist above is an afternoon of work rather than a lost weekend.

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