Import your data from another app

Switching from another tool? The import wizard moves your clients and invoices into Fee-Lion in four guided steps. Everything is read-only until you give the final go-ahead, so you can preview exactly what will happen before anything is created.

Where to start

Open Settings → Data Import to launch the wizard.

The 4 steps

1. Pick your provider — Zoho CRM, Zoho Books, QuickBooks, FreshBooks, Wave, HoneyBook, Bonsai, or a generic CSV.
2. Upload your CSV exported from that app.
3. Check the column mapping — columns auto-map to Fee-Lion fields, and you can re-point any that didn’t match.
4. Review the dry-run preview showing what will be created, updated, skipped, or flagged as an error — including the new clients it’ll create — then commit to finish.

What comes over

• Clients and invoices always.
• Estimates, expenses, and time where your provider exports them.

Tip: Nothing changes in your workspace until you commit. The dry-run preview is read-only, so review the create/update/skip/error counts as many times as you need.

For the full list of supported providers and what each one brings over, see the data import feature page.

What’s next

• How to add a client
• Create your account and workspace
• Getting started: your first week