Import guide

Moving from Tradify

Tradify exports each list to CSV. Do customers and sites first so jobs and invoices can find their client.

Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.

Export from Tradify

  1. Customers. Open Customers, set the filter to All, then choose Export (CSV).
  2. Customer sites. Open the sites list, set it to All and use Export (CSV).
  3. Jobs. Open Jobs, set the status filter to All (not just open ones) and use Export (CSV). Vellier lets you choose which jobs are still open.
  4. Quotes and invoices. Open Quotes, then Invoices, set each to All and use Export (CSV). Unpaid invoices can become balances Vellier collects.
  5. Suppliers and price list. Export Suppliers and your Price list the same way.
  6. Optional. Timesheets and purchase orders aren't needed. Download PDFs and photos for open jobs only, and put them in a zip with a folder per job number or client name.

Bring it into Vellier

  1. In Vellier, open Settings › Moving to Vellier and choose Tradify.
  2. Drop in the files. Vellier recognises each one and shows a dry run.
  3. 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
  • Upcoming bookings can go in the planner

Set up again by hand

  • Job templates and checklists
  • 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)
Plan the switchGet help moving