Switch in 2 minutes
Switch from Invoice2go to Paylark
Export your clients from Invoice2go, import the file, and send your next invoice from here.
Three steps
- Export. Sign in to Invoice2go on the web. Invoice2go’s help says exporting is only available in the web version, not the phone app. Choose Clients from the list of things to export, click Export, and save the CSV file.
- 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 reads the client names, emails and phone numbers from that file. Addresses and notes are left behind.
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.