Switching to TalleFlow
Import contacts from CSV/XLSX with column mapping — then keep growing with Zapier and automations. Full historical CRM dumps from competitors aren’t a one-click product (yet).
What migration looks like today
CSV / XLSX contact import
Upload a spreadsheet, map columns, validate rows, and bulk create or update contacts — including auto-created contact groups.
Zapier for ongoing sync
Create and search contacts or projects from other tools while you transition workflows.
Download import template
Download the official contact import template so your columns match what TalleFlow expects.
Forms map into CRM fields
New leads keep flowing into custom fields after you’re live — no second spreadsheet.
Honest scope
We don’t claim one-click HoneyBook/Dubsado project+invoice history migration. Contacts first, then rebuild pipelines in TalleFlow.
Need a hand?
Book a demo and we’ll walk through import, portal branding, and your first automation.
Can I migrate entire projects and invoices automatically?
Not via a competitor importer. Import contacts, then recreate active work in TalleFlow (documents, projects, automations) for a clean operating system.
Will import overwrite existing contacts?
The importer supports create/update flows with validation — review mapped columns before committing a bulk run.
Ready to switch?
Start free, import contacts, and lock Early Adopter pricing while it’s available.