Switch in 2 minutes
Switch to Paylark in 2 minutes
Bring your customer list with you. Three steps, and nobody has to be typed in again.
Three steps
- Export. In your old app, export your customer (or client) list as a CSV file. Most invoicing apps have an Export button on their customers page or in their settings.
- Check. In Paylark, open Customers and tap Import. Choose the CSV file. Paylark shows how many customers are new, how many you already have and any rows it can’t use, before anything is added.
- Import. Tap Import. Then tap + New invoice on any customer and send your first invoice.
Paylark recognizes customer exports from Invoice2go, Joist, Wave, QuickBooks Online and Square, and the QuickBooks Customer Contact List report. Any other spreadsheet works too: save it as CSV and pick which column holds the name, email and phone.
Questions
What if a customer is already in my list?
Paylark skips any row whose email or phone number matches a customer you already have, and any row repeated in the file. It never changes or overwrites an existing customer.
Are my past invoices moved over?
No. Paylark imports your customers so you can send new invoices right away. Keep your old app’s invoice export for your records and your accountant.
How many customers can I import?
Up to 5,000 customers per file, and files up to 2 MB. Split a bigger list into a few files.
What does each customer need?
A name, plus an email address or a phone number, so you can send them invoices. Rows without them are listed so you can fix them in a spreadsheet and import again.
Can I add customers from my phone’s contacts?
Yes, on Android phones using Chrome: tap Import on the Customers page, then Pick from phone contacts. Other phones and browsers don’t allow websites to read contacts, so use a CSV file there.