Migration guide

How to switch from Connecteam to Homebase

A step-by-step playbook for migrating your scheduling data, team, and workflows from Connecteam (Free) to Homebase (Free).

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Why teams switch from Connecteam to Homebase

Connecteam is strong on genuinely free for small teams and excellent mobile app, but teams often hit limits on not a full field service platform. Homebase addresses this — it's best for restaurants, salons, and gyms with hourly teams that need scheduling and time tracking fast.

From

Connecteam

Free

To

Homebase

Free

7-step migration plan

  1. 1

    Export your data from Connecteam (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for Homebase — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into Homebase. Match custom fields carefully.

  5. 5

    Run Connecteam and Homebase in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new Homebase workflows.

  7. 7

    Cancel Connecteam once you've confirmed all reporting and integrations work.

What you'll gain with Homebase

  • Real free plan for one location
  • Scheduling + time clock + payroll in one
  • Great mobile app for staff
  • Shift trading and availability built in

Ready to switch?

Start a free trial of Homebase — most teams run it alongside Connecteam for 1–2 weeks before fully cutting over.

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Frequently asked questions

How long does it take to switch from Connecteam to Homebase?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my Connecteam data into Homebase?+

Homebase accepts CSV imports for contacts, jobs, and invoices. Export from Connecteam, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from Connecteam to Homebase?+

Common reasons: restaurants, salons, and gyms with hourly teams that need scheduling and time tracking fast. Plus better pricing fit (Free vs Free) and feature differences in scheduling.

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Read more reviews: Connecteam · Homebase