Moving from HoneyBook, Dubsado, Jobber, Bloomerang or a spreadsheet tool

Every tool has an export. Look under Settings or Account for "Export" or "Download data", and choose CSV. Export your contacts first; projects, invoices and anything else second.

In Tri-Gig, open Customers and press Import. Match each column to a detail. Duplicates by email are pointed out before anything is added. Other lists import from their own page the same way.

Keep the old tool running for two weeks alongside. Send your next few invoices from Tri-Gig and put the next few jobs in it. When you stop opening the old one, cancel it.

• Invoices already sent from the old tool stay there until they are paid; do not re-send them.
• Your customers do not need to do anything. The first thing they notice is a Tri-Gig invoice link or a booking page, which work with no account.
• If you cancel Tri-Gig instead, export everything under Workspace settings, Export. Nothing is deleted.