Moving your studio in
You have years of clients, a price list you have tuned over time, and a pile of past jobs. Here is what you can bring across yourself, what you cannot, and where a person sits down and does it with you.
Start with the part most software pages skip
There is no button that reaches into your current software and pulls your business out of it. Every product guards its own exit, and none of them gives us an interface to plug into, so anyone promising a one click migration is describing an ambition rather than a feature.
What exists instead is a CSV import you drive yourself for the three things that matter most, and a person for everything else. That is less impressive on a slide, and in practice it is faster, because the slow part of a migration was never the upload. It is deciding what is worth carrying over.
Three things you can move yourself
They live in the app under Settings, then Import. Each one has its own template, its own preview, and its own key for matching records you have already brought in.
Your client book
Email is the one required column, and it is also what we match on, so uploading a corrected file updates the same clients instead of creating a second copy of everybody. Name and company are optional. Matching ignores capitalisation.
Your price list
Services, each with a name and a plain decimal price. The name is the key. There is an optional unit, which can be per image, per order, per video, or per hour, and it defaults to per order when you leave it blank.
Your past jobs
Orders, keyed on whatever job reference your old system used. Each row links to a client by email and, optionally, to a service by name, so import those two first. A row can also carry a status, a quantity, a price, and a shoot date.
How the import actually works
- Download the template. One button per import, in the app. The file is a header row and nothing else, generated from the same column list the importer reads, so a template cannot drift from what the importer accepts. A second button gives you that same file with three example rows filled in, if you would rather see the shape.
- Point your columns at ours. If your export calls it E-Mail Address, you do not have to rename anything. The panel matches the columns it recognises and gives you a dropdown for the rest. Header matching ignores capitalisation and spacing, and columns we do not recognise are ignored rather than treated as an error.
- Preview it. Preview import runs every check the real import runs and writes absolutely nothing. You get a count of what would be created, a count of what would be updated, and a row by row list of anything that would fail, with the reason for each.
- Commit it. Bad rows are skipped and reported by line number, and the good rows still land. You fix the handful that failed and upload the whole file again. Because every import matches on a key, that second pass updates what is already there instead of duplicating it.
Two things worth knowing before you upload
Each file can be up to 10 MB and 50,000 rows. And importing records does not start a workflow or send anything to your clients, so bringing four years of history in does not send four years of follow ups back out.
What the CSV import does not carry
This is the honest list. If something on it matters to you, raise it before you move rather than after.
- Leads. People who have enquired but not booked are not part of the self-serve import today. If your pipeline is large, this is the first thing to talk to us about.
- Invoices and payment history. Money records do not come across. Anything still owed is raised as a new invoice here, and settled history stays in your old system as the record of what happened.
- Contracts and signed documents. Keep your signed files. New agreements are written and signed here.
- Galleries and image files. Delivered photos are not bulk moved. Existing galleries stay where your clients already know to find them, and new work is delivered from here.
- Extra contacts on a client. The client import writes one record per client. A billing contact, or a second person on the account, is added in the app afterwards.
- Automations, email templates, and questionnaires. These are rebuilt rather than moved. There is a starter kit in the app that installs a lead form, questionnaires, lifecycle emails, payment schedules, and working automations, so you are not starting from an empty screen.
The parts we do with you
For anything the import does not cover, and for exports that do not look like anything we have seen before, the answer here is a person rather than a feature. Send us the files you can get out of your current product. We read the actual columns, tell you plainly what maps and what does not, prepare the files, and run the preview with you before a single record is written.
We deliberately do not ship built in presets for other products' export formats. We went looking, and none of them publish their export column names, so a preset built on a guess would quietly put your clients' phone numbers in the wrong field. Your real file beats our assumption every time, which is exactly why this step has a human in it.
Questions people actually ask
Can you connect to my current software and pull the data across?
No. There is no live connection, no logging in to your old product on your behalf, and no scheduled sync. Migration here is file based. You export from your side, we agree how the columns map, and you upload.
What happens if I upload the same file twice?
Nothing bad. Clients match on email, services match on name, and jobs match on your own job reference, so a second upload updates the records that already exist rather than duplicating them. That is why fixing a few rows and re-uploading the whole file is the intended way to work.
Will my clients get emailed when I import?
No. An import writes records and stops there. Workflows and client emails are triggered by what you do in the app afterwards, never by the import itself.
Send us your export and we will tell you what moves
No commitment and no sales call needed. We look at the real columns and give you a straight answer about what can come across and what cannot.