HoneyBook Users

BOSS UP FOR FREE!
Free Migration & One Year on BOSS Pro!

We’re a company that is driven with amazing customer service and apps second to none. Switching CRMs shouldn’t be scary. You stay in full control — we’ll move your events over for free,
then give you a full year of BOSS Pro free ($420 value).

No passwords required to migrate Secure & private Concierge onboarding Instant Message Us Constant Support


Sign up. Then, start your HoneyBook migration Schedule A Free Migration Call
To Learn More First!


Deadline Sign up by Sept. 15 to claim your free year.

How Migration Works

Step 1 — Export from HoneyBook (≈5 minutes)

HoneyBook lets you download your contacts, projects, payments, and reports as CSV files. You remain in full control of your account.

Step 2 — Upload or Go Live

Securely upload your files to our secure portal, or hop on a Zoom where our concierge team guides you live — no passwords, ever.

Step 3 — We Handle the Rest

We clean, map, and import your data into BOSS so you can get back to work — fast.

Step 4 — This is where we prove to you that we'll invest in you before asking you to invest in us!

When we got to thinking hard about what it would take to earn trust, it was simple. You need to see how much better we are, before switching. We get it! We're willing to invest in you for an entire year, because we want you to stay with us for the life of your business. Only fair, right?

How to Export from HoneyBook

Contacts (Client List)

  1. Log in to HoneyBook on desktop.
  2. Go to Clients → Contacts.
  3. Click the ⋯ (more) menu and choose Download spreadsheet to get a CSV.


Reports (Projects, Payments, Leads & More)

  1. Open Reports in the left menu (account owner on desktop).
  2. Select Download reports, choose report type (e.g., Payments Completed, Leads, Booked Projects), set the date range, then download CSV.


Financials & Transactions

  1. Go to Finance → Balance.
  2. Download Account Statements (PDF) or Transaction Reports (CSV) for your timeframe.


(Optional, but we recommend) Expenses

  1. Navigate to Finance → Expenses.
  2. Click Download CSV to export recorded expenses.


Need help? Choose “Schedule Free Migration Call” and we’ll walk you through it live.

Migration FAQs

No. We will never ask for your HoneyBook password. You either upload CSV/PDF exports yourself, or we guide you on a live call while you’re logged in — you stay in control at all times.

Our concierge team will import your exported contacts, projects/leads reports, and payment/transaction data into BOSS at no cost when you sign up by Sept. 15. You also receive one full year of BOSS Pro free ($420 value).

Yes. Files are transferred via our secure portal. We only use your exports for migration into your BOSS account and never ask for your HoneyBook credentials.

Keep rolling with BOSS on your chosen plan. Most teams find the value fast and stay — and you can upgrade any time for advanced features, like true online bookings.

Already have a BOSS account and are ready to securely upload?

Securely attach your HoneyBook export (CSV/ZIP/PDF). Our team is on standby.

Prefer a Live Migration?

Book a free Zoom with our concierge team. We’ll walk you through exporting and handle the import for you.

Schedule Free Migration Call

We don’t do rebound relationships, your HoneyBook account’s gotta be at least six months old to qualify.
However, if you stuck around that long, you deserve us to spoil you with our $35 plan free for a whole year! You've earned it!