Guide · Switching to Gliss
Switching to Gliss from HoneyBook
Bring your clients, projects, and templates over from HoneyBook: what maps across, what to set up fresh, and how to import without losing anything.
Updated June 17, 2026
You can move from HoneyBook to Gliss without re-entering your client list by hand. Export your contacts from HoneyBook, import the file into Gliss, and rebuild your templates once. Most of it carries over directly. Here's exactly what does, and what to set up fresh.
What carries over
| In HoneyBook | In Gliss | Carries over? |
|---|---|---|
| Contacts / clients | Clients | Yes, by CSV import |
| Projects | Projects | Re-create, or attach as you go |
| Invoices & payments | Invoices & Payments | History stays in HoneyBook; new billing in Gliss |
| Smart files / templates | Templates | Rebuild once (a good time to simplify) |
| Automations | Automations | Rebuild; Gliss automations are more flexible |
The honest summary: your client list moves in minutes. Your templates and automations are a rebuild, and most people find that a feature, not a chore, because it's a chance to drop the cruft that built up over the years.
Import your clients
- In HoneyBook, export your contacts to a CSV.
- In Gliss, go to Clients → Import and upload the file.
- Map any columns Gliss can't match automatically, then confirm.
Tip
Import into a quiet moment, not the morning of a busy week. It only takes a few minutes, but it's worth a quick scan afterward to catch any duplicates before you start sending from the new list.
Set up fresh
A short checklist to get to parity with your old setup:
- Branding: logo, colors, and the email address clients hear from.
- Packages: your common offerings, so invoices fill themselves in.
- One automation: start with the follow-up you send most; add the rest later.
Then you're running
Once your clients are in and one package is set up, send a test invoice to yourself to see the full flow. From there, Get set up on Gliss walks through the rest.
Note
Keep your HoneyBook account active until you've confirmed your last open project there is paid and closed. There's no rush to cancel: move new work to Gliss and let the old work finish where it started.