Moving from Invoice2go

Invoice2go keeps your clients on the invoices you sent them. Its invoice export is a CSV with one row per invoice, and Groundflag turns it into one client per name.

1. Export from Invoice2go.

   On the Invoice2go website (the export is not in the phone app), click your company name in the upper right, then Account & settings, then Export data. Pick Invoices in the list and click Export. The file arrives by e-mail.

2. Unzip it.

   Invoice2go sends the CSV inside a zip file. Open the zip and keep the CSV that is inside.

3. Open Settings, Import data.

   In Groundflag, the owner or an admin picks Invoice2go as the source and Clients as what the file holds.

4. Check the column map.

   Name, EmailRecipient and DocumentRecipientAddress are matched for you. Id is the invoice number and State is Invoice2go's sync status, so both are left out.

5. Look at the preview, then import.

   A client who got five invoices shows once as ready and four times as skipped, before anything is saved.

What Groundflag does with an Invoice2go file

Clients are matched by name, so running the same file again does not duplicate anyone. The billing address comes in as one line even when Invoice2go wrote it on two. If you export Clients instead of Invoices, the import works the same way, but you check every column yourself.

What stays in Invoice2go

Invoices, estimates, items and payment history are not imported. Add the items you sell to the Catalog, start open work fresh from an estimate, and download what you may need later before you cancel Invoice2go.

Questions

Keep reading

• Moving from JobberExport your Jobber client list as CSV and import it with Jobber as the source: names, phones, e-mail, address and notes, previewed first.
• Your catalog of items and pricesAdd the trades you work in, set your price once per item, and pick lines from the catalog on every estimate and invoice. Draft with AI uses your prices first.
• Getting startedCreate your company, add a client and job, then open Jobs or Sales, Estimates to send a proposal. Start on your own, with 30 days free and no card.

Questions? Write to hello@groundflag.com