Switch to TeamUp - Free Import Service

We'll import everyone for you and advise on the best steps to communicate with customers. Sometimes there is a learning curve but over time you'll find you have happier clients because they'll find their software more user-friendly.

We'll figure out all the complexity for you and ensure that all dates are respected and you don't miss payments. Sometimes this means waiting a little longer to ensure you take the next batch of payments before making the switch — but we think this is worth it to make sure you don't miss any vital cash flow.

We'll do the import for you — all included as part of our service. We'll also help you extract the data, or even do it for you if you prefer. Our friendly team will chat you through the options.

We can do the whole transfer in a matter of days including getting the data ready, or sometimes it's better to take a little longer. Chat to us about what you want to achieve and we'll make a plan based on your circumstances.

If you work with one of the payment processors that we link with, then we can usually import your active payments (for example, we can always do this for Stripe and GoCardless). Even if we don't, then we have some straightforward processes for helping you get payments across and in an orderly way.

Your customers don't have to be aware of the switch until you're ready to launch. We import everything and have a special block on the system to ensure they don't receive any communications until you are ready to get started. When you give us the go-ahead, they'll receive an invite email that they click on to set up a password. Once they've done this, they'll find their account created and ready to go.

Yes, we can usually import all of this for you.

We can often import customers into their regular repeating time slots. Just ask one of our experts.

Definitely. We'll create any family profiles as needed, all of which can be linked to a central manager account for easy access and management from one login. We even have dedicated sign-up flows for family businesses.