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Onboarding | Step 2) Moving your Clients to 17hats
Onboarding | Step 2) Moving your Clients to 17hats

When it comes to moving your clients over from another CRM, 17hats has you covered! Follow the steps below for an easy transition.

Tabor avatar
Written by Tabor
Updated over 2 weeks ago

Part 1 of 2 | Export From Your Existing Platform

Each platform exports data slightly differently. Below, we’ve listed some of the most common ones we see. If you don’t see yours listed, don’t fret! A quick Google search for “how to export my client list from [insert your previous CRM]” should do the trick.

Note: The export instructions below are accurate as of February 2025. While export processes don’t tend to change frequently, there is always a chance that a platform has updated its method.

How to export your data from:

When you're ready, click here to learn how to import your data into 17hats.

How to Export Your Contact Data From Dubsado

  1. Log in to your Dubsado account.

  2. Navigate to the Address Book.

  3. Click the Export button at the top of the page.

  4. Choose CSV as the export format.

  5. Customize your export:

    1. Select the specific columns and data fields you want to include.

    2. If applicable, set a date range for the data you want to export.

  6. Click Export to download the file to your device.

How to Export Your Contact Data From HoneyBook

You can export your client list by generating a Clients Report, which includes all your contacts and their details.

  1. Log in to HoneyBook.

  2. Access the Reports section:

    1. Navigate to Tools > Reports in the top menu.

    2. Click Go to Reports under “Reports and Insights.”

  3. Select the Clients report.

  4. Choose the desired time frame for your export.

  5. Click Download to generate and save the report as a CSV file.

How to Export Your Contact Data From Sprout Studio

  1. Log in to your Sprout Studio account.

  2. Navigate to the Reports section.

  3. Select Contact Analytics.

  4. Set your Date Range for the contacts you want to export.

  5. Click Export to download your contact list as a CSV file.

How to Export Your Contact Data From Studio Ninja

To export your contact data from Studio Ninja, follow these steps:

  1. Log in to your Studio Ninja account.

  2. Navigate to the Clients tab on your dashboard.

  3. Click the Export Clients button at the top of the Clients page.

    1. Your client data will be downloaded as a CSV file.

How to Export Your Contact Data From Táve

To export your contact data from Táve, follow these steps:

  1. Log in to your Táve account.

  2. Navigate to the Address Book.

  3. Select All Contacts to view your complete list.

  4. Click the Export button to download your contacts as a CSV file.

Part 2 of 2 | Import Your List Into 17hats

17hats makes importing your Contact list easy—and even allows you to automatically create a Project for each Contact at the same time. This saves you an immense amount of time while also giving you a central location to store previous Contracts, receipts, and more.

To learn more about importing your contacts into 17hats, click the button below!
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Importing Your Contacts Into 17hats

Next Step: Templates

Step 3) Moving Your Templates to 17hats

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