Move from your current tool to CMA in an afternoon
Bring your clients across in one CSV. We will move your historical quotes and invoices for you - so you can pick up where you left off without a week of data entry.
No credit card required. Setup takes 2 minutes.
How switching to CMA works
No credit card. You will be inside CMA building your first quote within two minutes.
Export your client list from your current tool, drop the file into CMA, and your contacts and addresses are in.
Send us your exports during the trial and we will line up your past jobs against the right clients - no re-keying needed.
Bringing your data across, by tool
Two-step path for each of the most common tools tradespeople switch from. If yours is not listed, email us and we will write you a tailored guide.
- 1. In Tradify, open Clients, then choose Export to CSV.
- 2. In CMA, open Clients, choose Import, and upload the file. Field-mapping is automatic for the standard Tradify export.
- 1. In Powered Now, open Customers and export the customer list as CSV.
- 2. In CMA, open Clients, choose Import, and upload the file. We will map name, email, phone, and address columns automatically.
- 1. In YourTradebase, open Customers and export to CSV.
- 2. In CMA, open Clients, choose Import, and upload the file. Multiple-address customers split into the right per-client address rows on the way in.
- 1. In Workever, open Customers and export to CSV.
- 2. In CMA, open Clients, choose Import, and upload the file. Per-seat licence on Workever does not transfer - CMA is one flat fee for the whole team.
Want us to do the migration for you?
During your 14-day trial we will line up your historical clients, quotes, and invoices against the right CMA records for you. Free, hands-on, no add-ons to buy.
Opens your email client with a short template - just fill in the blanks and send.
Migration questions
How long does switching actually take?
For most solo tradespeople, an afternoon. Sign up, paste in your client CSV, and you are sending quotes the same day. If you also want past jobs lined up, send the exports to us during the trial - we typically turn them around within 48 hours.
Is my data safe during the migration?
Yes. Your CSV exports are emailed only between you and the CMA team, processed against your own trial account, and never stored outside it. We delete the working copies as soon as your data is loaded.
What about my Xero history?
Your Xero account is unchanged. CMA connects to Xero the same way your previous tool did - past invoices stay in Xero, and new CMA invoices push across going forward.
My current tool is not on the list - can I still switch?
Yes. CMA accepts a generic clients CSV with name, email, phone, and address columns - so as long as your current tool can export that, you are in. Email us the file and we will write you a tailored mapping guide.
What does the migration help cost?
Nothing extra. It is part of the trial - no add-ons, no professional services fee. CMA is one flat £49 per month once the trial converts.
Ready to switch?
Start your 14-day free trial. No credit card required. We will help you move your data across.
Tips, product updates, and practical ideas for tradespeople.
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