Import guide
Moving from Paper and WhatsApp
No export? Start with the people you're working for now, and add the rest as they come back.
Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.
Export from Paper and WhatsApp
- Clients in a spreadsheet. List current clients in a spreadsheet: name, phone, email, address and postcode. Or add them one by one in Clients.
- Open jobs. Add a row per open job with the client's name, the address, the price and start date, and a Status of In progress.
- Money owed. Add unpaid invoices with their number, client, total and amount still owed.
- Photos and documents. Save photos from WhatsApp into a folder per client and zip them. Vellier files them against the right client.
Bring it into Vellier
- In Vellier, open Settings › Moving to Vellier and choose Paper and WhatsApp.
- 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 jobs become live projects
- Unpaid invoices become balances to collect
Set up again by hand
- WhatsApp chats (keep them on your phone; new messages go through Vellier)
- 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)