Migration guide
How to switch from Homebase to Connecteam
A step-by-step playbook for migrating your scheduling data, team, and workflows from Homebase (Free) to Connecteam (Free).
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Why teams switch from Homebase to Connecteam
Homebase is strong on real free plan for one location and scheduling + time clock + payroll in one, but teams often hit limits on priced per location — multi-site gets pricey. Connecteam addresses this — it's best for deskless teams that need scheduling + time-tracking + communication in one app.
From
Homebase
Free
To
Connecteam
Free
7-step migration plan
- 1
Export your data from Homebase (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for Connecteam — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into Connecteam. Match custom fields carefully.
- 5
Run Homebase and Connecteam in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new Connecteam workflows.
- 7
Cancel Homebase once you've confirmed all reporting and integrations work.
What you'll gain with Connecteam
- Genuinely free for small teams
- Excellent mobile app
- GPS time-clock with geofencing
- In-app training and quizzes
Ready to switch?
Start a free trial of Connecteam — most teams run it alongside Homebase for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from Homebase to Connecteam?+
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 Homebase data into Connecteam?+
Connecteam accepts CSV imports for contacts, jobs, and invoices. Export from Homebase, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from Homebase to Connecteam?+
Common reasons: deskless teams that need scheduling + time-tracking + communication in one app. Plus better pricing fit (Free vs Free) and feature differences in scheduling.
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