Moving from Dubsado to Flowayz needs a data export. Here are the steps, timed to the minute.
Export only works in the web app, not mobile. Use the Owner account.
Tip: Export each brand separately if you run multiple.
From the Account menu (top right), open Account Settings. The Data Management tab holds the Export section.
Tip: Can't see the tab? You might be a Member role instead of Owner.
Clients, Projects, Invoices, Contracts, Forms (questionnaires + submissions), Workflows. CSV for data, PDF for signed contracts.
Tip: Keep Workflows checked — we use them to suggest Flowayz equivalents.
Dubsado emails a download link in 10-20 minutes (slower than most). Link valid for 48h.
Tip: Lots of file attachments can push the export past an hour. Be patient.
Back on the Flowayz landing, click 'Start my free migration' and drop the zip. The AI maps workflows automatically.
Tip: In the Flowayz preview, open the Workflows section — disable the ones you no longer need.
Once your export is downloaded, head back to the Dubsado migration page and launch it. The AI does the rest.
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