Migrating From Dubsado to creavio
Dubsado is powerful. It is also complex. If you have spent weeks configuring Dubsado and still feel like you are fighting it, creavio offers a simpler path. This guide covers moving your business data from Dubsado to creavio without losing anything important.
What You Are Gaining
- Built-in galleries: No more paying for a separate gallery tool
- Portfolio website: Included with every plan
- Photography-specific defaults: Less configuration, faster setup
- Simpler interface: Less learning curve for you and your clients
Migration Steps
Step 1: Export Clients From Dubsado
In Dubsado, navigate to People > Clients. Use the export function to download your client list as a CSV. Dubsado exports include name, email, phone, and project information.
Clean the CSV before importing. Dubsado sometimes exports internal project IDs that are not useful in creavio. Remove columns you do not need.
Step 2: Import to creavio
Go to Clients > Import in creavio. Upload the CSV, map the fields, and import. Tag all imported clients as "dubsado-migration" so you can identify them later.
Step 3: Rebuild Your Forms
Dubsado's forms are its strength, but they do not export. You will need to recreate your most important forms in creavio's questionnaire builder. The good news: creavio ships with photography-specific templates that cover 80% of what most photographers need.
Focus on rebuilding:
- Client intake questionnaire
- Wedding planning questionnaire
- Session preference form
- Post-session feedback form
Step 4: Recreate Contracts
Download your signed contracts from Dubsado as PDFs for your records. In creavio, use the contract templates as a foundation and add your specific clauses. Key sections to customize:
- Cancellation and refund policy
- Image delivery timeline
- Usage rights and model release
- Payment schedule and late fees
Step 5: Migrate Workflows
Dubsado workflows are often elaborate. In creavio, you will likely find you need fewer automation steps because the platform handles more natively. Map your Dubsado workflows to creavio's automation builder. Start with your most-used workflow and expand from there.
Step 6: Parallel Operation
Run both platforms for 30-60 days. Existing Dubsado clients finish their projects there. New inquiries go through creavio. Once your active Dubsado projects are complete, cancel the subscription.
Common Questions
Will my Dubsado scheduler links break? Yes. Update your booking links everywhere: social media, website, email signature, Google listing. Your creavio booking page replaces the Dubsado scheduler.
Can I keep Dubsado for forms only? Technically yes, but it defeats the purpose. creavio's questionnaires handle everything most photographers need. The simplification is the point.
What about my Dubsado website? If you use Dubsado's client portal as a pseudo-website, creavio's built-in website is a significant upgrade. Full portfolio, blog, SEO tools, and custom domain.