Your Bonsai to SuiteDash migration plan
Download each Bonsai dataset separately
Open Company Settings > Data > Download Data CSV, and choose one data type at a time.
Bonsai lists invoices, projects, tasks, expenses, companies, company addresses and tracked time. A full archive needs several CSVs.
We map supported company information into SuiteDash. We review the files for usable contact details before agreeing their transfer.
What imports into SuiteDash?
SuiteDash imports contacts, companies, or both through CRM Target Import. Choose the import that matches your records.
Contact imports support names, primary email, addresses, tags and custom fields. You can also assign roles, companies and Circles.
Company imports support names, categories, phone numbers, websites, addresses, background information, tags and custom fields.
CRM Target Import pairs a company and person in one row. Detailed contact and company custom fields use dedicated imports.
Prepare a CSV that SuiteDash can read
Save as a UTF-8 CSV, 20 MB or smaller. Include a header row, at least three columns and one data row.
Create custom fields beforehand or during mapping. Assign one role to the whole file, or map a role column.
Test a small file first. Keep Portal Access Invitation unchecked until the portal is ready.
Checking that option immediately invites imported Prospects and Clients. Review any selected import automations before running the file.
What does not transfer through the CRM import?
The CRM import documentation covers contacts and companies, not projects, invoices, deals or files.
We rebuild agreed open work and billing. Files move into portal folders separately, and historical exports remain reference records.
Templates, forms, contracts, workflows and automations are recreated. A data export does not recreate your previous system’s behavior.
Recreate client documents, projects and billing
We recreate proposal, contract and invoice templates in SuiteDash. Proposals need Thrive; automations and FLOWs need Pinnacle.
Projects, tasks and financial history are not covered by SuiteDash CRM import. We recreate agreed open work and retain historical exports.
Recurring billing is configured again as SuiteDash subscriptions. Stripe, Braintree and Authorize.net support subscriptions; PayPal does not.
Check billing dates before clients move
Reconcile paid invoices and remaining balances. Agree the final charge in Bonsai and first subscription charge in SuiteDash.
Test the new billing setup before enabling live subscriptions. Check start dates so clients are not charged twice during the switch.
Official documentation
Vendor details checked 3 October 2026. We confirm your account's options before work starts.