The White Glove Migration Service

Our team will input your data from another platform into Dubsado, free of charge.

We’ll transfer clients, jobs, and invoices up to 2 years back, along with any filled forms and signed contracts. All you need is a paid account.

What’s included?

  • Migration from one system
  • Jobs and contacts attached to them
  • Import of client data if your previous CRM allows for a mass export
  • Invoices and payments made on that invoice
  • Forms on projects will be brought over as PDFs

What’s not included?

  • Client email conversations/email communications
  • Bookkeeping categories or anything outside a project invoice
  • Templates
  • Workflows
  • Canned Emails
  • Tasks
  • Payment Schedules (applied and templates)
  • Taxes
  • Tracked Time

Fill out this form and we’ll let you know the next steps.

We will review the application and reach out if we can move forward. Unfortunately, some accounts are not transferable, but we’ll let you know either way.

How long does it take?

Not only is this a thorough, labor-intensive service, it’s also a pretty popular one. As such, we’ll always be transparent with you about the estimated wait time. Typically it takes about 4-8 weeks to start the migration but in particularly busy seasons it can take a bit longer.

Thank you for your interest in our migration service. At this time our queue is full. We expect to open back up hopefully end of September! Please check back on this page then. If you need help transferring over ASAP, we have a directory of Certified Dubsado Specialists that might be able to help in your account migration services.