Your HoneyBook to SuiteDash migration plan
What can you export from HoneyBook?
Download the contact CSV from Clients > Contacts using the three-dot menu and Download spreadsheet.
It includes names, emails, phone numbers, addresses, notes and contact creation dates.
HoneyBook documents downloadable payment, lead, project, archived-project, client and team reports. Availability depends on your plan.
Keep report exports for reconciliation and history. Only supported, mapped CRM fields become SuiteDash contact or company records.
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.
Rebuild proposals, contracts and onboarding
We recreate proposals and contracts as SuiteDash proposals and eSign documents. Dynamic Proposals need Thrive; eSign documents are available on Start.
HoneyBook lead forms become SuiteDash forms. Automations and onboarding FLOWs are rebuilt on Pinnacle.
HoneyBook documents contact and report exports. We scope templates, smart files and automation logic as rebuild work.
Move new clients first
We test the portal before inviting anyone. Clients receive a login for the files, documents and billing you choose to share.
Start new clients in SuiteDash. Where practical, let active work finish in HoneyBook before moving those clients.
Official documentation
Vendor details checked 3 October 2026. We confirm your account's options before work starts.