Q: Pre-Purchase Questions About Migration and Best Plan

Hello,

I’m interested in your product and had a few questions before I make a purchase.

I’m a freelance digital marketer and website designer working with WordPress and AI tools. I currently manage my own business and already use invoicing software that I’ve had since the beginning. Here is the software I’m using:
👉 https://www.onlineinvoices.com

My main concern is whether I can migrate my existing client data and past invoices from this platform to yours. Is that possible? Do you offer any migration tools or support for this?

Also, since I’m running the business on my own, could you recommend the most suitable plan for a solo operator like me?

If your platform supports what I need, I’d be happy to go ahead and purchase.

Looking forward to your response.

Best regards,
Serkan

serkantopbasJul 26, 2025
Founder Team
Koren_OneDeck

Koren_OneDeck

Jul 27, 2025

A: Hi,
You can definitely migrate your existing client data into OneDeck. We support importing CSV files, so if your current platform allows you to export clients, projects, or other data in CSV format, you’ll be able to upload it into your custom boards inside OneDeck. Here’s a quick guide on how that works:
👉 https://www.onedeck.com/support/boards-and-views/how-to-import-data

For past invoices in PDF format, you can upload and attach them to records (like client profiles or projects), but they won’t be converted into editable OneDeck documents — there’s no direct import into the document builder.

As a solo freelancer, our entry plans on AppSumo are a perfect fit. Even the first tier gives you access to unlimited boards, records, documents, automations, and timeline view — more than enough to run your business efficiently.

Hope to welcome you aboard soon!

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