Switch in 2 minutes
Switch from Joist to Paylark
Get your client list out of Joist, import it, and send your next invoice from here.
Three steps
- Export. Sign in to Joist on its website. Joist’s help describes downloading your estimate and invoice data there as a CSV, one month at a time, including each client’s name. Download the months you need. If your clients’ emails or phone numbers aren’t in the file, add them as columns in a spreadsheet and save it as CSV again.
- 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.
The same client on several invoices is added once. Paylark needs an email or phone number for each client so you can send them invoices.
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.