Guide · Switching to Gliss
Switching to Gliss from FreshBooks
Bring your clients and invoicing over from FreshBooks: what moves across, and how to import without losing anything.
Updated June 17, 2026
You can move from FreshBooks to Gliss without re-entering your clients by hand. Export your client list from FreshBooks, import it into Gliss, and set up your invoicing once. Your FreshBooks history stays where it is; you just start new work in Gliss.
What carries over
| In FreshBooks | In Gliss | Carries over? |
|---|---|---|
| Clients | Clients | Yes, by CSV import |
| Invoices & payments | Invoices & Payments | History stays in FreshBooks; new billing in Gliss |
| Recurring invoices | Payment plans / recurring | Re-create once |
| Estimates | Invoices & contracts | Rebuild as you go |
Your client list moves in minutes. Your invoicing setup is a quick one-time rebuild.
Import your clients
- In FreshBooks, export your clients to a CSV.
- In Gliss, go to Clients → Import and upload the file.
- Map any columns Gliss can't match, then confirm.
Tip
Send yourself a test invoice once your clients are in; it's the fastest way to see the whole flow end to end.
Then you're running
Once your clients are imported, Get started in 5 minutes covers sending your first invoice.
Note
Keep FreshBooks active until your last open invoice there is paid. Move new work to Gliss and let the old work close where it started.