Importing from FreshBooks

Migrate your clients from FreshBooks to Daybook.

Exporting from FreshBooks

1. Log in to your FreshBooks account
2. Go to Clients
3. Click the gear icon (⚙️)
4. Select Export to CSV
5. Save the file to your computer

Importing to Daybook

1. In Daybook, go to Settings → Import
2. Click Upload CSV
3. Select FreshBooks as the source (auto-maps columns)
4. Upload your exported file
5. Review the mapping
6. Click Import

Column Mapping

When you select FreshBooks as source, columns auto-map:

FreshBooks Field	Daybook Field
Client Name	Name
Organization	Company Name
Email	Email
Phone	Phone
Street	Address
City	City
Province	Province
Postal Code	Postal Code
Country	Country

What Imports

• Client contact information
• Company names
• Addresses and phone numbers
• Notes (if exported)

What Doesn't Import

• Invoice history (import invoices separately)
• Payment records
• Custom fields specific to FreshBooks

Tips

• Export active clients only for cleaner import
• Import clients before invoices
• Review imported data for accuracy

Troubleshooting

Missing company names

FreshBooks separates client name and organization. Both are imported - check the Company Name field.

Phone numbers formatted differently

Daybook standardizes phone number format during import. Numbers are preserved, formatting may change.

Next Steps

• Adding clients manually
• Create your first invoice