Author

Clara Fenwick

Guides Editor

9+ years experience

Clara has done more than her share of data migrations and integrations for small teams, and she writes the guides she wishes she had had each time. She edits the Guides desk: setup checklists, switching plans and how to connect apps without code, with the things that tend to go wrong flagged in advance.

Covers

  • setup guides
  • data migration
  • integrations
  • no-code automation
  • Flat illustration of two app windows with an arrow carrying data between them
    Switching

    How to Switch Software Without Losing Your Data

    Moving to a new tool is mostly a data problem. A clear plan, a trial run and a short overlap period make the switch far less risky than a single big cut-over.

  • Flat illustration of two app windows joined by a connector with small gears
    Integrations

    How to Connect Two Business Apps Without Writing Code

    Most small teams can link their tools with a built-in integration or a no-code automation service. Start with one repetitive task and keep an eye on what it does.