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Switch from Workiz to WorkTime — bring all your data

Switch from Workiz and keep your clients, jobs and invoices.

No credit card to start · Keep Workiz running while you test

AI matches your columns

We read your Workiz export and figure out which column is the name, phone, email, address and more — no manual mapping.

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Skips duplicates

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

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Or we do it for you — free

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

How to move from Workiz

  1. 1In Workiz, export your clients from the Clients section.
  2. 2Export jobs and invoices from their respective lists or Reports.
  3. 3Save each as CSV.
  4. 4Upload them here — the AI maps the columns for you.

Official guide: Workiz help center

What comes over

👤 Clients

Names, phones (two per client), emails, addresses, notes and lead source.

🔨 Jobs

Past and active jobs become projects with status, contract value and dates.

💳 Invoices

Paid and unpaid invoice history, attached to the right client.

Ready to leave Workiz?

Start free, import your data, and keep your old tool running until you're sure.

Get started free