You can move one thing at a time.
Most people picture a weekend of copying and paying twice. Start with the app that would help most, bring its list, and leave everything else where it is.
Coming from one of these?
A page for each: what it covers next to CustoDesk, what comes with you, and when it is the better fit.
- CustoDesk and JobberFor home and field service crews
- CustoDesk and Housecall ProFor home service trades
- CustoDesk and HoneyBookFor photographers, planners and client work
- CustoDesk and DubsadoFor designers, coaches and client work
- CustoDesk and Square AppointmentsFor salons, studios and appointments
- CustoDesk and VagaroFor beauty, wellness and fitness
- CustoDesk and CalendlyFor booking meetings and sessions
- CustoDesk and LinktreeFor creators and a link in bio
- CustoDesk and WixFor a website with bookings and a shop
- CustoDesk and SquarespaceFor a website with a shop and scheduling
- CustoDesk and JotformFor intake, order and quote forms
- CustoDesk and MailchimpFor email campaigns and automations
How it goes.
- 1
Start with one thing
Turn on the one app that is hurting most and leave everything else where it is. Nothing about CustoDesk requires you to move the whole business on a Tuesday.
- 2
Bring that one thing's history
Import the list it needs. Everything after that lands on the same customer profile, which is the part the old setup could not do.
- 3
Add the next one when it earns it
Apps switch on one at a time. If one never earns its place, switch it off again.
What comes with you.
If it is on this list there is a screen for it. Anything not on the list, ask before you count on it.
Your customer list
A spreadsheet, with your columns matched to ours on the way in.
Open conversations
A spreadsheet of tickets, with a preview before anything is created and an undo after.
Your reviews
A spreadsheet, with the columns already matched for exports from Judge.me, Loox, Yotpo, Okendo and Stamped.
Your affiliates
A spreadsheet keyed on the ids your old platform used, so re-running it never doubles anybody up.
Ad spend history
A spreadsheet, so the return on what you already spent is not a blank chart.
Store customers and orders
Connect Shopify once. It brings the history in and keeps it current after that.
Your existing website
Tell us where it is and we rebuild it on a CustoDesk theme, with your words and photos.
- Upload
- 2Match
- 3Preview
- 4Done
- First nameFirst name
- Last nameLast name
- EmailEmail
- MobilePhone
Made to fit how you work.
Our team sets CustoDesk up around your business: your services, your forms, your website and the apps you need. And when you need something custom, we build it.
Book a demoAnd how to leave
One button in Settings downloads your customers, conversations, invoices, payments, expenses, jobs and reviews as spreadsheets, and your lists export on their own. No request to make, nobody to email, no notice period on your own records.
What people ask before they move
How long does a move take?
One app and one import is an afternoon. Moving a whole business is not something you are asked to do in one go, which is why nobody should be quoting you a fortnight.
Will I be paying for two things at once?
Only for as long as you choose to overlap. Because apps switch on one at a time, you can move the first thing, cancel the tool it replaced, and repeat.
What if my old tool cannot export?
Almost all of them can, usually as a spreadsheet, and that is what our importers take. If yours genuinely cannot, ask before you commit to anything.
Will the import create a mess I have to clean up?
The ticket import shows you a preview before it creates anything and can be undone afterwards. The affiliate import is keyed on your old platform's own ids, so running it twice never doubles anybody up.
What happens to the history I bring in?
It lands on the customer profile, which is the point. An imported conversation and an invoice raised next week sit against the same person.
And if I want to leave?
Export your customers, conversations, invoices, payments and more as spreadsheets from Settings, whenever you like. There is no notice period on your own records.
Try it before you move anything.
Book a demo. We set up a workspace for your business before the call and show you how your lists come over.
No card, nothing to install. See pricing