Migrate from HoneyBook
Move from HoneyBook to PeakSpitz, safely.
Moving off HoneyBook should feel like restoring from a backup, not a leap of faith. Your studio management tool data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while HoneyBook keeps running, untouched, the whole time. Here is exactly how, step by step.
HoneyBook is a clientflow platform for independent service businesses and creatives, broader than photography alone, turning inquiries into proposals, contracts, invoices, scheduling and payments in one smooth, well-designed flow. It is deliberately client-and-money focused, so it typically does not run operations, inventory, a product storefront or real VAT bookkeeping, and its payments and tax posture are built primarily around the US market. Growing SMEs, especially in the EU, tend to outgrow a clientflow tool and need real accounting, VAT, stock and a storefront in the same system.
The safe way to leave HoneyBook
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of HoneyBook that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull clients, shoots, galleries, contracts and invoices out of HoneyBook in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your studio management tool data lands before you move the rest.
- 4
See what maps to what
We line HoneyBook up against PeakSpitz: clients, shoots, galleries, contracts and invoices become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside HoneyBook is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what HoneyBook shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep HoneyBook live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your HoneyBook export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: HoneyBook → PeakSpitz
HoneyBook
Inquiries (via the contact form)
PeakSpitz
Leads / inquiries
re-point HoneyBook contact-form and booking links to the new capture endpoint
HoneyBook
Projects (the per-engagement container)
PeakSpitz
Orders / jobs
HoneyBook
Clients
PeakSpitz
Customers
HoneyBook
Proposals / Smart Files (services + contract + invoice in one doc)
PeakSpitz
A quote, an agreement and an invoice
the combined smart file splits into separate records on migration
HoneyBook
Invoices & payment schedules
PeakSpitz
Invoices with real accounting and VAT
HoneyBook
Automations
PeakSpitz
PeakSpitz automations; Spitz acts the moment you approve
What to watch when leaving HoneyBook
- ⚠
HoneyBook is US-oriented and its sales-tax handling does not map cleanly to EU VAT; PeakSpitz posts VAT to real books, so plan your VAT setup at cutover rather than porting US tax settings.
- ⚠
Smart Files and Proposals bundle a service list, a contract and an invoice into one interactive document; on migration these separate into a quote, an agreement (template re-created) and an invoice.
- ⚠
Automations and email templates are re-built, not imported; map each HoneyBook automation to a PeakSpitz automation that acts the moment you approve.
- ⚠
Decide the fate of open payment schedules at cutover: HoneyBook's stored payment methods and autopay do not carry over, so any client on a recurring plan re-enters their details in PeakSpitz.
Common questions about leaving HoneyBook
I'm not only a photographer, HoneyBook fits my mixed services. Does PeakSpitz?
HoneyBook's breadth across service businesses is a genuine strength. PeakSpitz is broader still on the operations side, adding inventory, a storefront and real accounting to the client-and-invoice flow, so mixed service-and-product businesses run on one system.
Does the client-facing booking experience carry over?
The polished HoneyBook client portal does not import; you re-create your intake, quote and agreement flow in PeakSpitz. Re-point any contact-form or booking links so new inquiries land in the new system.
What about EU VAT and getting paid?
This is the usual reason EU teams move. PeakSpitz does real accounting with VAT and takes card, cash, bank & SEPA payments in the same system, with no separate bookkeeping tool to reconcile.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave HoneyBook
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs HoneyBook →Bring your HoneyBook data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.