Switch from Bonsai to Quattora
Bring what you have built over in an afternoon — matched to Bonsai's own export files, with an undo for every import.
Bonsai keeps a freelancer's admin tidy. Quattora grows with a team: capacity, cost rates and project margin — and every import can be undone.
What comes over
Import in this order, so each file can link to what came before.
- 1
Companies
Clients and the businesses you buy from
In Bonsai
profile icon›Company Settings›Data›Download Data CSV›Companies
- 2
Contacts
The people you deal with at each company
In Bonsai
Company Settings›Data›Download Data CSV›Companies (contact name and email are on the company rows)
- 3
Projects
Work you are delivering, linked to its client
In Bonsai
Company Settings›Data›Download Data CSV›Projects
- 4
Hours
Hours logged on projects, matched to your team by email or name
In Bonsai
Company Settings›Data›Download Data CSV›Time Tracked
- 5
Invoices
What you billed, as records — paid ones with their payment
In Bonsai
Company Settings›Data›Download Data CSV›Invoices
What does not come over
We would rather say it here than surprise you after the import:
- CompaniesAddresses come in a separate file (Company Addresses) and are not imported.Why: Bonsai puts addresses in a separate file (Company Addresses); the importer takes one file per kind of record.
- ProjectsProposals, contracts and forms stay in Bonsai.Why: Proposals, contracts and forms are Bonsai documents; the data export has no file for them.
- HoursTimer start and end times — only the duration.Why: Quattora logs hours as a duration on a day; start and end clock times have no field to land in.
- InvoicesLine items and PDFs; each invoice arrives with its total and tax, not its original lines.Why: Bonsai's invoices file is one row per invoice with its total; the lines are only in the PDFs.
How it works
Export from Bonsai
One CSV per kind of record, from the screens you already know. The steps are shown next to each import.
Create your free workspace
No card. The setup takes a couple of minutes and lands you at the import.
Import, in order, with an undo
Companies first, then the people at them, then projects, hours and invoices. Columns are matched for you; anything that went wrong can be undone in one click.
What you gain
The whole loop in one place
Deals become projects, hours become invoices, invoices become profit you can see per project.
Your data at home
Hosted in the EU, exportable any time, or run Quattora on your own servers.
Nothing to lose by trying
Every import is a batch with its own undo. Keep what worked, take back what did not.
Questions people ask before switching
Export steps checked against Bonsai's documentation on Sep 23, 2026. If something has moved, the column mapping lets you fix it on the spot.
Also switching from…
Every tool gets the same treatment: its own export steps, what comes over, what does not, and an undo.
Harvest
Harvest tracks time and sends invoices well. Quattora adds the pipeline before the project and the profitability after it — with your hours and invoices carried over.
HoneyBook
HoneyBook books the client and collects the payment. Quattora adds logged hours, project profitability and a team calendar — hosted in the EU, or on your own servers.
Productive
Productive covers the agency loop from deal to invoice. Quattora covers it too, with seats included in every plan and the option to run it on your own servers.
Scoro
Scoro runs the whole business. Quattora keeps the loop — deals, projects, hours, invoices, profit — with a lighter setup and imports you can undo.
Leave Bonsai without leaving your history
Clients, projects, hours and invoices, brought over in an afternoon — and the whole loop from lead to profit from then on.
Free plan, no card. The import is available on every plan.