Migrating sounds scary—but it isn't. AutoPayAgent is built to import your customers, invoices, and templates in one afternoon. Here's exactly how to switch.
Why Switch to AutoPayAgent?
Traditional Email Invoicing
- Email-based invoicing
- Manual chasing and follow-ups
- 45-60 day average payment times
- Low open rates (22%)
AutoPayAgent SMS-First
- SMS-first payment requests
- Automation built in
- 7-14 day average payment times
- 98% open rate within 3 minutes
The 4-Step Migration Process
Step 1: Export Your Data
Export a CSV from your current system with:
- Customer names
- Phone numbers
- Email addresses
- Outstanding invoice amounts
Step 2: Import into AutoPayAgent
Use our CSV import tool to upload your customer list. We'll automatically format and validate all data, including phone number formatting.
Step 3: Connect Stripe
Takes 5 minutes. Stripe processes all payments securely and deposits money directly to your bank account.
Step 4: Create Templates
Set up your message templates with your brand voice. Use variables like [Name], [Amount], and [DueDate] for personalization at scale.
Real Migration Case Study
Marketing Agency switched from QuickBooks:
- Migrated 150 customers in 2 hours
- Created 5 SMS templates
- Sent first payment requests same day
- Result: Payment time dropped from 51 days → 7 days
What About My Outstanding Invoices?
You can continue using your old system for historical invoices while starting fresh with AutoPayAgent for new invoices. Or, import outstanding invoices and send SMS payment requests to close them faster.
Common Migration Questions
Q: Will I lose my payment history?
A: No. Your old system keeps historical data. AutoPayAgent handles new payments going forward.
Q: Can I run both systems during transition?
A: Yes. Many businesses use AutoPayAgent for new invoices while closing out old ones in their previous system.
Q: What if I need help migrating?
A: We offer free migration support for all new customers. Book a 15-minute call and we'll walk you through it.
Why wait? Switch today and be live before tomorrow.
Import your data, connect Stripe, and start collecting faster.
Start Migration Now