Moving from Bonsai to Kwill
A step-by-step guide to exporting your Bonsai client data and importing it into Kwill — so you can keep working without starting from scratch.
What comes with you — and what to plan for
Kwill's import focuses on client records and deals. Everything else is quick to set up fresh once you're in.
Imported
- Client contact records
- Deal and project records
Not imported — recreate in Kwill
- Historical contracts and invoices
- Files and attachments
- Templates and automations
- Branding assets
- Account settings
How to switch from Bonsai, step by step
Takes most freelancers under an hour from export to working in Kwill.
- 1
Export your client data from Bonsai
In Bonsai, go to Settings and find the data export option. Download the export file — this is what Kwill will use to import your clients and deals.
- 2
Sign up for Kwill
Create a free Kwill account at getkwill.com. No credit card required.
- 3
Go to the Import page and upload your Bonsai export
From your Kwill dashboard, navigate to the Import page. Upload the export file you downloaded from Bonsai.
- 4
Review parsed clients and deals, then confirm
Kwill parses your export and shows you a preview of the records it found. Review them, correct anything that looks off, and confirm the import.
- 5
Set up your workspace
Add your proposal templates, connect your payment method (Stripe), and configure your client portal branding. Most freelancers complete this in under an hour.
- 6
Start sending proposals and invoices from Kwill
Your imported clients are now in your Kwill workspace. Send proposals, collect e-signatures, issue invoices, and manage your client work in one place.
Ready to import?
Bring your Bonsai clients over now
Upload your export, review the records, confirm. Takes a few minutes.
Bonsai migration questions
What Kwill imports from Bonsai and what to expect during the switch.
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.