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HoneyBook migration

Moving from HoneyBook to Kwill

A step-by-step guide to exporting your HoneyBook client data and importing it into Kwill — so you can keep working without starting from scratch.

Import your HoneyBook data Start for free

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

  • Files and attachments
  • Automations and workflows
  • Proposal and contract templates
  • Branding assets
  • Account settings

How to switch from HoneyBook, step by step

Takes most freelancers under an hour from export to working in Kwill.

  1. 1

    Export your client data from HoneyBook

    In HoneyBook, go to Settings and look for the data export option. Download the export file — this is what Kwill will use to import your clients and deals.

  2. 2

    Sign up for Kwill

    Create a free Kwill account at getkwill.com. No credit card required.

  3. 3

    Go to the Import page and upload your HoneyBook export

    From your Kwill dashboard, navigate to the Import page. Upload the export file you downloaded from HoneyBook.

  4. 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. 5

    Set up your workspace

    Add your proposal templates, connect your payment method (Stripe), and configure your client portal branding. This takes most freelancers under an hour.

  6. 6

    Start working with clients in Kwill

    Your imported clients are now in your Kwill workspace. Send proposals, collect e-signatures, issue invoices, and manage everything in one place.

Ready to import?

Bring your HoneyBook clients over now

Upload your export, review the records, confirm. Takes a few minutes.

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FAQ

HoneyBook migration questions

What Kwill imports from HoneyBook and what to expect during the switch.

Instant FAQ Assistant
Answers from our help docs
What HoneyBook data can I import into Kwill?
Kwill can import client records and deals from a HoneyBook export file. You export your data from HoneyBook's Settings, then upload that file on Kwill's import page — Kwill parses it and lets you review the records before confirming.
Will my HoneyBook files, automations, and templates transfer?
No. Client-data import covers client records and deals, not files, documents, workflows, automations, templates, or account settings. Those need to be recreated in Kwill. Plan for that setup time when scheduling your switch.
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How to Migrate from HoneyBook to Kwill (Step-by-Step Guide) | Kwill