Import guide
Moving from Powered Now
Powered Now exports contacts and products from Settings, and documents from their lists.
Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.
Export from Powered Now
- Contacts. Open Settings, then Export/Import, and export your contacts.
- Products. Open Settings, then Products, and export them.
- Quotes and invoices. Open the Quotes list, then the Invoices list, and export each.
- Jobs. Export the projects or jobs list if you use it.
Bring it into Vellier
- In Vellier, open Settings › Moving to Vellier and choose Powered Now.
- 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
- 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)