INTEGRATION
HoneyBook import integration
Bring your clients and records over from HoneyBook.
What you can do
The Switch Kit moves your HoneyBook data over after you connect your HoneyBook account. It's self-serve: you see a preview of what will come over, nothing is saved until you confirm, and if you run it again it updates what it brought over instead of copying it twice.
What comes over:
People: contacts, and clients with the pipeline stage each one is at. Several contacts from one household or company stay together under one client.
Work: projects under the right client, tasks as to-dos, and notes as client notes.
Past messages: emails and texts with clients, kept as read-only history on the client.
Money and contract history: for each imported project, invoices with what was billed, paid and still due, and contracts with who signed and when. Read-only and marked as HoneyBook, so nothing is sent or chased from Aventide.
What doesn't come over: questionnaires (being built), templates and workflows, file attachments, the invoice and contract documents themselves, and open payments.
Before you cancel HoneyBook:
Connect HoneyBook in Aventide, check the preview and confirm the import.
Connect your Stripe or QuickBooks account and your calendar, so your next invoice and booking run in Aventide.
Collect or close open invoices in HoneyBook, and download any signed contracts you want to keep.
Also connects with Stripe and QuickBooks.
GOOD TO KNOW
Brings over contacts, clients, projects, tasks and notes, plus read-only invoice and contract history. Original documents and open payments stay in HoneyBook.
HOW CONNECTIONS WORK
Clear rules for every connection
• Each business keeps its own connections. Stripe and QuickBooks can be one account per business, or one shared across several.
• Your email and calendar stay yours. Each teammate connects their own. Nobody else reads your mail, and teammates see only when you’re busy.
• Social accounts belong to the business, so the whole team works from one posting calendar.
• Disconnect any time. The connection is removed everywhere in Aventide at once.
