Importing from Wave

Migrate your clients from Wave to Daybook in a few simple steps.

Exporting from Wave

1. Log in to your Wave account
2. Go to Sales → Customers
3. Click Export to CSV (or similar export option)
4. Save the file to your computer

Importing to Daybook

1. In Daybook, go to Settings → Import
2. Click Upload CSV
3. Select your Wave export file
4. Map columns (Daybook auto-detects most fields)
5. Preview the import
6. Click Import

Column Mapping

Daybook automatically maps common Wave fields:

Wave Field	Daybook Field
Customer Name	Name
Email	Email
Phone	Phone
Address	Address
City	City
Province/State	Province
Postal/Zip	Postal Code
Country	Country

For unmapped fields, choose the correct Daybook field from the dropdown.

After Import

• Review imported clients in Clients
• Fix any missing information
• Archived Wave customers import as archived

Tips

• Import customers before invoices for proper linking
• Test with a few clients first
• Keep your Wave export as a backup

Troubleshooting

Import shows errors

Check that:

• File is CSV format (not Excel)
• Required fields (Name) are present
• Email addresses are valid format

Duplicate clients

If you have existing clients with matching emails, you'll be prompted to:

• Skip duplicates
• Update existing records
• Create duplicates anyway

Next Steps

• Adding clients manually
• Create your first invoice