Migration Guide
Switch from Jetpack Workflow to Laureo
Get your client sheet out through the import screen, bring your clients and their contacts across, then connect your inbox and get an AI that works on all of it. Jobs, repeating work and task history stay behind, and this page says so before you start.
After the move
Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:
“Hey Laureo, show me every client we brought across with no email address on the record, then draft a short note to the owner asking for one.”
Good to know
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Why teams switch from Jetpack Workflow
On Jetpack Workflow
There is no download button. The only way to your own client list is the import screen, which hands you a sheet on the way in and expects you to cancel out.
With Laureo
Your records are yours on every plan. One button, a file you can open, nothing to request and nobody to ask.
On Jetpack Workflow
You cannot narrow the list down first. The whole client list comes out every time, including everybody you have ever added.
With Laureo
We read what you send, show you every possible duplicate and every row we could not place, and write nothing until you press the button.
On Jetpack Workflow
Jobs, repeating work and task history have no published download at all, so the work your practice does never leaves the product.
With Laureo
We say what does not come across before you start, and everything that does lands in one connected database the AI can act on.
Migration steps
Open the clients tab
Start on your clients list. Everything below happens on the import screen rather than on an export screen, because there is not one.
Click Import, then choose to update existing clients
Pick the option that updates existing clients and adds new ones. That is the one that offers you a copy of what you already have.
Download your current data sheet
Click the link that downloads your current data sheet, then cancel the import screen once the download starts. You are not importing anything; you are collecting your own list.
Keep the sheet as it came
What lands is an Excel sheet with every client on it. Save it as a spreadsheet or send us the Excel file exactly as it is, either works.
Create your Laureo account
Sign up, name your organization, invite your team and set who can see what. This takes about five minutes.
Send the sheet
In Laureo, open Admin, then Import. Pick Jetpack Workflow from the list and send the one sheet. Each client arrives with the contact named on its row attached to it.
Connect your inbox
Link Gmail or Outlook from your Laureo settings. Mail and calendar sync live and attach themselves to records by address, so your correspondence is not part of the spreadsheet work at all.
Check it, then go live
Spot check what landed, send a test email and confirm your client count matches the sheet you sent. If something is wrong you can undo the move inside the undo window listed in Good to know above, and the undo screen names anything it cannot take back out before you confirm.
What comes across
This list is generated from what Laureo actually reads out of a Jetpack Workflow export, so it cannot promise you more than the product delivers.
| What you send | Where it goes |
|---|---|
| Clients | Companies |
What is not coming across.
- Jobs, recurring work and task history have no published download in your old system, so none of them come across. Only clients and their contacts do.
- There is no download button. Open the clients tab, click Import, choose Update Existing Data and/or Add Clients, then click Download your current data sheet. Cancel the import screen once the download starts.
- The whole client list comes out every time. You cannot narrow it down inside your old system first, so expect every client you have ever added.
- What downloads is an Excel sheet. Save it as CSV or send us the Excel file as it is, either works.
- If the download is not offered at all, your login does not have the right permission. An owner login does.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
Jetpack Workflow migration questions
Related Resources
- Migration GuideAll migration guidesEvery product we have written a move for, and how each one gets out.
- Help CenterImport helpThe columns Laureo reads, the order to send files in, and how to undo a move.
- PricingAI is included on every plan as a share of your budget, and using the assistant needs a Power seat. Cancel any plan before your cycle ends.
Ready to make the move?
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