Moving to Kwill? Bring your clients and deals with you.
Import client and deal data from HoneyBook, Bonsai, Dubsado, FreshBooks, QuickBooks, and CSV, then keep working in one freelancer workspace. Client and deal import is not a full platform migration.
Import Data
Bring clients or past deals in from a spreadsheet or the tool you used before.
Choose what to import
Then add the CSV — export it from your spreadsheet or your previous tool first.
People and companies you work with, and their contact details.
Past and current deals for your pipeline, linked to clients by email.
Switch tools without rebuilding your client list.
Import client and deal data from HoneyBook, Bonsai, Dubsado, FreshBooks, QuickBooks, and CSV — then keep working in one freelancer workspace.
Import From
6 Platforms
Bring your existing clients
Import from your current tool, or skip and start fresh.
Pick your previous tool during onboarding and Kwill handles the rest — source detection, field mapping, and a full preview before anything is saved.
Automatic
Source Detection
Upload your export and Kwill detects the source — HoneyBook, Bonsai, Dubsado, or others — then parses client records automatically.
Review Before You Import
Parsed records are shown for review before anything is saved.
3 Simple Steps
CSV / JSON Fallback
Prefer a spreadsheet? Upload any CSV or JSON export as a flexible import path for client lists.
Coming from HoneyBook, Bonsai, or Dubsado?
Import your client data, then see how Kwill compares if you're evaluating a switch.
Client Data Focus
Import is scoped to client and deal data — not a full platform migration of files, workflows, or automations.
Your clients are in — now start working.
Clients in Your Workspace
Imported client records are available in Kwill so you can start new work without retyping contacts. Available fields depend on the export you uploaded.
Ready for Day-to-Day Work
From there, create proposals, send contracts, issue invoices, and collaborate through your client portal — all in one place.
Export → Upload → Parse → Import → Work
A straightforward path for bringing client data into Kwill.
Export your data
Upload to Kwill
Parse & detect
Review & import
Start working
What client and deal import includes and what it does not.
Kwill’s import is built for bringing client records and deals over from supported exports. It is not a one-click clone of your old platform.
What you can import
Supported today
What is not included
Out of scope for import
Import & migration questions
What Kwill can import today, and what client-data import does not promise.
Look like an agency of ten, even if you're a team of one.
Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.