The Migration Checklist for freelancers leaving acquired SaaS
Bonsai got acquired by Zoom. Harvest by Bending Spoons. HoneyBook hiked prices 89%. This is the step-by-step PDF I wrote for freelancers asking how to switch without losing data.
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What’s inside the checklist
The exact playbook I send to founders forwarding their renewal shock emails — written so a non-technical user can finish in under an hour.
- Export your full client roster from Bonsai/Harvest/HoneyBook in 2 minutes
- Convert time entries to Flowly-ready CSV (Harvest 8-col format included)
- Map invoice numbers across tools without breaking the sequence
- Carry over recurring invoice schedules with no re-creation
- Re-attach payment links — Stripe, PayPal, Wise, or any platform you use
- Verify nothing was lost: a 30-second sanity-check checklist
- What to tell your clients about the switch (templated email)
Why this matters now
Three of the biggest freelancer tools got rolled up or hiked prices in the last 12 months. Every founder I’ve talked to is asking the same question: where do I go?
Bonsai
Acquired by Zoom, Nov 2025
Harvest
Acquired by Bending Spoons, Jul 2025
HoneyBook
89% price hike, Feb 2025
Founding 120
First 120 customers lock in $8/mo for life — even if I raise prices for new customers later.
Already decided to switch? I’ll do the migration for you.
Forward your renewal email and I’ll send a tailored guide for your data shape plus a $50 account credit when you upgrade. All async, no live calls — I’m one indie founder, your inbox is sacred.
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