If you’re tracking your business relationships across multiple places (like Google Sheets, Excel, or other CRMs), you can export them as a .CSV file that can get uploaded into HoneyBook. Doing this will get all of your relationships in HoneyBook’s pipeline, giving you the power to effectively manage your potential or active projects.
Import projects into HoneyBook’s project pipeline
Before you begin
You’ll need to have a spreadsheet with your projects ready to load into HoneyBook. Check the file requirements to make sure your projects can easily get imported. You’ll also want to use file column headers to make uploading easier (which are provided below).
File requirements
File requirements
Your file must meet these requirements to be accepted:
The file must be in .CSV, .XLS, or .XLSX format
You can save any Google Sheet or Excel file as a .CSV file by selecting File > Download/Save As > Comma Separated Values (.csv)
At minimum, the client’s/lead’s email must be included in the file
Up to 500 items can be uploaded in the same file
File column headers
File column headers
Here are the HoneyBook fields you’ll match your columns to when uploading your file:
Email (required)
Project name
If this isn’t mapped, HoneyBook will use a default project name (i.e., {Your Name} Project)
Project names can be up to 100 characters
If this isn’t mapped, HoneyBook will use a default project type
Up to 10 project types can be used
Contact’s full name
This is the client’s/lead’s full name
Contact’s first name
Contact’s last name
Organization
Up to 80 tags can be added
Up to 18 lead sources can be used
This is the pipeline stage of the project
Up to 20 stages can be used
From the top navigation menu, select Projects
Select the arrow next to Create New > select Import Data
Upload the file
After your file finishes uploading, match the file column headers to their related HoneyBook fields > select Next
HoneyBook will attempt to match fields to your file headers when you upload (you can adjust the mapping once the upload is complete)
You can opt not to import fields as well
Review the list of projects you'll import > select Import
Updated contacts will have an icon next to their name (if the contact's email address is already present in your HoneyBook contacts list, you'll see this icon)
Sometimes, records included in your file can fail to upload. If this happens, download the report to see what leads/projects failed, and the can be uploaded separately.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!