Switch from HoneyBook to Quattora
Bring what you have built over in an afternoon — matched to HoneyBook's own export files, with an undo for every import.
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.
What comes over
Import in this order, so each file can link to what came before.
- 1
Contacts
The people you deal with at each company
In HoneyBook
Clients›Contacts›⋯›Download spreadsheet
- 2
Projects
Work you are delivering, linked to its client
In HoneyBook
Reports›Download reports›Projects›all time›Download
- 3
Invoices
What you billed, as records — paid ones with their payment
In HoneyBook
Reports›Download reports›Payments completed›all time›Download
What does not come over
We would rather say it here than surprise you after the import:
- ContactsNotes and custom contact fields.Why: HoneyBook's contact spreadsheet carries name, email, phone and company only.
- ProjectsProject stages become active projects; workflows and files stay in HoneyBook.Why: Workflows and files are HoneyBook features with no export; the projects report carries the project's name, client, stage and dates.
- InvoicesEach payment arrives as a paid invoice of that amount. Unpaid invoices are not in this report — add them by hand.Why: HoneyBook has no invoice export — the payments-completed report is the only money file, so each payment stands in for its invoice.
How it works
Export from HoneyBook
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 HoneyBook'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.
Bonsai
Bonsai keeps a freelancer's admin tidy. Quattora grows with a team: capacity, cost rates and project margin — and every import can be undone.
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 HoneyBook 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.