Import guide
Moving from Houzz Pro
Houzz Pro lets you export clients and leads, and download documents from each project.
Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.
Export from Houzz Pro
- Clients and leads. Open your clients or leads list and use the export option to download a CSV.
- Estimates and invoices. Download the estimates and invoices you still need. Unpaid invoices can become balances Vellier collects.
- Project files. Download mood boards, selections and photos for open projects, and zip them with a folder per client or project.
Bring it into Vellier
- In Vellier, open Settings › Moving to Vellier and choose Houzz Pro.
- Drop in the files. Vellier recognises each one and shows a dry run.
- Check the fix list, then import. Nothing is sent to clients while quiet mode is on.
What becomes live
- Open projects become live projects
- Unpaid invoices become balances to collect
Set up again by hand
- Mood boards and selections (add them to Vellier's library)
- Your old statuses and pipelines (Vellier has its own)
- Quote and invoice templates, numbering and reminder rules (set them in Vellier)
- User permissions (give people their roles again in Team)
- Automations from the old system (turn them off there)