Switch from Productive to Quattora
Bring what you have built over in an afternoon — matched to Productive's own export files, with an undo for every import.
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.
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 Productive
CRM›Companies›Export›CSV
Show the Name and Domain columns first.
- 2
Contacts
The people you deal with at each company
In Productive
CRM›Contacts›Export›CSV
Show Name, Email, Phone and Company.
- 3
Deals
Work you are trying to win, with its value and stage
In Productive
Sales›Deals›Export›CSV
Show Name, Company, Value, Stage and Closing date.
- 4
Projects
Work you are delivering, linked to its client
In Productive
Projects›table layout›Export›CSV
Show Name, Company, Start date, End date and Budget.
- 5
Hours
Hours logged on projects, matched to your team by email or name
In Productive
Time›Company time›table layout›Export›CSV
Show Person, Date, Project, Service, Note and Time.
- 6
Invoices
What you billed, as records — paid ones with their payment
In Productive
Financials›Invoices›Export›CSV
Show Number, Company, Issue date, Due date, Status, Total and Paid.
What does not come over
We would rather say it here than surprise you after the import:
- DealsDeal budgets and services — the deal arrives with its value and stage.Why: Budgets and services are Productive's own deal structure; the deal export carries the deal itself.
- ProjectsBudgets become the project budget figure; budget line items stay in Productive.Why: Quattora keeps one budget figure per project; the line items under it have no equivalent.
- HoursApprovals and rates. People are matched by email.Why: Approvals are a Productive workflow state; hours are priced from your Quattora cost rates, not the file.
- InvoicesLine items and PDFs; each invoice arrives with its total and tax, not its original lines.Why: Productive's invoice export is one row per invoice; line items are only in the invoice itself.
How it works
Export from Productive
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 Productive'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.
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.
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 Productive 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.