How to Migrate from HoneyBook to Ripluo
Step-by-step guide to moving your event business from HoneyBook to Ripluo - contacts, templates, and workflows.
Switching from HoneyBook to Ripluo lets you consolidate your event planning and CRM tools into one platform. Here's how to make the transition smoothly.
Step 1: Export Your Contacts
In HoneyBook, go to Contacts and export your contact list as a CSV. You can import this directly into Ripluo's contact management system.
Step 2: Recreate Your Templates
Ripluo's Buildr AI can help you quickly generate event templates, checklists, and timelines based on your event types. You can also manually create proposal and contract templates with Ripluo's 70+ auto-fill variables.
Step 3: Set Up Your Pipeline
Create your sales pipeline stages in Ripluo's CRM. Common stages include: New Inquiry, Proposal Sent, Contract Signed, Deposit Received, and Event Confirmed.
Step 4: Start Using Planning Tools
The biggest advantage of switching is gaining access to tools HoneyBook doesn't offer: timeline builder, budget tracking, floor plans, guest list management, and vendor quote collection.
What You Gain
- One platform instead of two (no more HoneyBook + separate planning tool)
- Transparent payment processing (~3.4% total with Stripe breakdown vs HoneyBook's bundled 2.9% + $0.25)
- AI assistant for generating schedules, checklists, and budgets
- 30+ granular permission controls for your team
See the full comparison: Ripluo vs HoneyBook