How long does it take to migrate from HoneyBook to Portico?

The contact import takes under 5 minutes. Recreating your intake forms and setting up branding takes another 10 to 15 minutes. Most teams are sending their first onboarding within 30 minutes.

Can I import my HoneyBook contacts automatically?

Yes. Export your contacts as a CSV from HoneyBook and upload it in Portico. The importer auto-detects the HoneyBook format and maps name, email, phone, and notes columns automatically.

What about my existing contracts and signed documents?

Signed contracts stay in HoneyBook for your records. In Portico, you recreate your contract templates as e-signature steps within the onboarding flow. Future clients sign inline instead of in a separate tool.

Do I need to cancel HoneyBook before starting?

No. Run both tools in parallel until you are comfortable. Portico has a free tier (3 onboardings per month) so you can test without commitment. Cancel HoneyBook when you are ready.

Will my clients notice the switch?

New clients see your branded Portico portal from the start. Existing clients receive a new magic link when you send their next onboarding. There is no migration step on the client side.

What if I use HoneyBook for invoicing and scheduling too?

Portico replaces the onboarding part: intake forms, document collection, e-signatures, and payment collection. For ongoing invoicing, use Stripe directly or a tool like FreshBooks. For scheduling, use Cal.com or Calendly. Most teams find they were only using HoneyBook for onboarding anyway.

Migration guide

Migrate from HoneyBook to Portico in under 30 minutes

Name: Portico
Author: Portico

Import your client contacts with one CSV upload. Recreate your intake forms in minutes, not hours. No specialist required.

Start free migration Compare Portico and HoneyBook

What transfers and what you recreate

HoneyBook exports client contacts as CSV. Form templates and workflows need to be rebuilt, but Portico makes that fast.

Data	Transfers?	Details
Client name, email, phone	Yes	CSV import with auto-detection
Client notes	Yes	Imported from the Notes column
Form templates	Recreate	Recreate in Portico (10 minutes with templates)
Form responses	Recreate	HoneyBook does not export form response data
Contracts and signatures	Recreate	Recreate contracts as e-signature steps in Portico
Payment history	Recreate	Keep HoneyBook records for reference
Automations and workflows	Recreate	Rebuild in Portico (simpler model, no specialist needed)

Step-by-step migration

Export your contacts from HoneyBook

In HoneyBook, go to Clients and click Export. Download the CSV file. This includes names, emails, phone numbers, and notes.

Import contacts into Portico

In Portico, go to Clients and click Import. Upload the CSV file. Portico auto-detects the HoneyBook format, maps names, emails, phone numbers, and notes, and shows a preview before importing.

Recreate your intake forms

Pick an industry template from the Portico gallery or build from scratch. Drag and drop fields, add conditional logic, and configure e-signature and payment steps inline. Most teams finish in under 10 minutes.

Set up branding and emails

Upload your logo, set brand colors, and customize your transactional email templates. Your clients see your brand on every touchpoint.

Send your first onboarding

Select a client, pick a template, and send. The client receives a magic link and completes forms, uploads, signatures, and payments in one flow.

Total migration time: under 30 minutes

5 min

Import contacts

10 to 15 min

Recreate intake forms