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Switching from Notion

Moving from Notion to HappyNoodle

Notion is flexible, but you end up building and maintaining your own CRM. HappyNoodle gives you one that's ready to go.

Sound familiar?

  • Time spent maintaining databases and templates
  • No built-in invoicing or payments
  • Clients can't see progress without messy sharing
  1. 1

    Export your client database

    In Notion, open your clients database, choose ••• › Export › Markdown & CSV, and unzip the file.

  2. 2

    Import your contacts

    Export your contacts as a CSV file, then open Contacts › Import in HappyNoodle. Match your columns (name, email, phone, company) and check the preview before importing.

  3. 3

    Move project notes

    Paste key notes into each project. Tasks can be added with due dates and owners so nothing slips.

  4. 4

    Invite clients to the portal

    Instead of sharing Notion pages, invite clients to a private portal showing only their project.

  5. Keep your Notion workspace for wikis and personal notes — use HappyNoodle for clients and money.

Run the whole business from one place.

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