Migrate your Payaca data
AI-native operating system for US solar, heat pump, battery, and EV charger installers combining CRM, job management, and permit tracking in one platform.
In its favor
Why people choose Payaca
The signal that keeps Payaca on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Purpose-built for clean tech installers with out-of-the-box support for multi-option solar and battery quoting, OpenSolar design integration, and compliance field tracking.
Includes a branded customer portal with proposals, invoices, payments, bookings, document signing, and shared files under a custom domain, consolidating client-facing workflows.
Dedicated onboarding with full data migration and workflow mapping is included on the Growth tier, reducing time-to-value for teams switching from spreadsheets or generic CRMs.
Stripe-powered online payments, automated payment reminders, and SMS notifications reduce manual follow-up on outstanding invoices.
ISO 27001 certified platform with data warehouse sync to Snowflake and BigQuery signals enterprise-grade security appropriate for larger installer portfolios.
Flat-rate per-month pricing at £299 or $444+ means costs scale poorly for high-volume, low-margin residential installers compared to per-user or per-job competitors.
Limited public review volume (4.9 on Capterra from 19 reviews) makes independent validation of long-term reliability difficult for enterprise buyers.
Smaller vendor footprint with ~13 employees and estimated $433k annual revenue raises concerns about long-term product support and feature development velocity.
Teams with complex ERP needs report Payaca's QuickBooks and Xero integrations require additional configuration that rivals dedicated field service platforms.
Implementation still takes 2–4 weeks even for straightforward residential installs, which frustrates operators expecting faster onboarding from modern SaaS tools.
Reasons to switch
Why people leave Payaca
The recurring reasons buyers give for replacing Payaca. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Payaca fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Payaca pricing overview
Payaca charges flat monthly rates per organization rather than per-user pricing, with Core starting at $444/month and Growth at $1,724/month (annual billing available at a discount). This model favors small teams with high job volumes but becomes relatively expensive for large crews on the Core tier since user seats are not separately priced.
Core
Tier 1 of 2
$444/month or $370/month billed annually
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Payaca's schedule — see our quote-based pricing →
What gets migrated
Payaca object support
Object-by-object support for Payaca migrations. Per-pair details surface during scoping.
Customers
Fully supportedCustomer records include names, addresses, and contact information. Payaca exposes a direct CSV export from the customer list and accepts customer ID references during project imports. We pull full customer profiles including linked projects and documents.
Projects
Fully supportedProjects are the central object in Payaca's data model, tracking the full install lifecycle from lead through completion. We map project records, stage history, and linked customer references. Importing past projects requires pre-existing customer IDs in Payaca.
Pipelines
Mapping requiredPayaca uses fixed pipeline stages (Lead, Survey, Quote, Install, Complete) that can be customized with automation rules. We preserve stage transition history and recreate automation triggers at the destination, though conditional logic paths require manual verification.
Documents
Fully supportedDocuments attach to projects and customers. Payaca's customer portal supports shared file access and document signing. We migrate file references and signing status; actual file binaries require separate download-transfer-upload handling.
Invoices
Fully supportedInvoices are generated within projects and support online payment collection via Stripe. We export invoice line items, payment status, and Stripe transaction references. Historical invoice PDFs are migrated as document attachments.
Custom Fields
Mapping requiredPayaca supports custom fields for compliance tracking, permit management, and AHJ requirements. We map custom field definitions and their populated values, though field types (text, date, dropdown) must be validated against destination schema compatibility.
Automation Rules
Mapping requiredAutomations use triggers (pipeline changes, tag events) and actions to move projects between stages. Template automations are portable; custom automations with conditional logic require workflow recreation at the destination as JSON or configuration exports are not natively supported.
Items
Fully supportedItems represent quoted products and services (battery sizes, panel configurations, labor rates). We migrate item definitions including pricing. Import uses CSV with template downloads available from Payaca's import interface.
Integrations
Mapping requiredPayaca connects to QuickBooks, Xero, Stripe, OpenSolar, Gmail, Zapier, and Snowflake/BigQuery. We migrate integration configuration references but rebuilding API credentials, OAuth tokens, and webhook URLs at the destination must be done manually.
Service Reminders
Fully supportedService reminders are associated with customers or projects and can be imported via CSV templates. We migrate reminder definitions, scheduling logic, and associated customer/project links.
Customer Portal
Mapping requiredThe branded customer portal aggregates projects, proposals, invoices, payments, and document signing under a custom domain. Portal configuration and custom domain settings require manual reconfiguration at the destination platform.
| Object | Support | Notes |
|---|---|---|
| Customers | Fully supported | Customer records include names, addresses, and contact information. Payaca exposes a direct CSV export from the customer list and accepts customer ID references during project imports. We pull full customer profiles including linked projects and documents. |
| Projects | Fully supported | Projects are the central object in Payaca's data model, tracking the full install lifecycle from lead through completion. We map project records, stage history, and linked customer references. Importing past projects requires pre-existing customer IDs in Payaca. |
| Pipelines | Mapping required | Payaca uses fixed pipeline stages (Lead, Survey, Quote, Install, Complete) that can be customized with automation rules. We preserve stage transition history and recreate automation triggers at the destination, though conditional logic paths require manual verification. |
| Documents | Fully supported | Documents attach to projects and customers. Payaca's customer portal supports shared file access and document signing. We migrate file references and signing status; actual file binaries require separate download-transfer-upload handling. |
| Invoices | Fully supported | Invoices are generated within projects and support online payment collection via Stripe. We export invoice line items, payment status, and Stripe transaction references. Historical invoice PDFs are migrated as document attachments. |
| Custom Fields | Mapping required | Payaca supports custom fields for compliance tracking, permit management, and AHJ requirements. We map custom field definitions and their populated values, though field types (text, date, dropdown) must be validated against destination schema compatibility. |
| Automation Rules | Mapping required | Automations use triggers (pipeline changes, tag events) and actions to move projects between stages. Template automations are portable; custom automations with conditional logic require workflow recreation at the destination as JSON or configuration exports are not natively supported. |
| Items | Fully supported | Items represent quoted products and services (battery sizes, panel configurations, labor rates). We migrate item definitions including pricing. Import uses CSV with template downloads available from Payaca's import interface. |
| Integrations | Mapping required | Payaca connects to QuickBooks, Xero, Stripe, OpenSolar, Gmail, Zapier, and Snowflake/BigQuery. We migrate integration configuration references but rebuilding API credentials, OAuth tokens, and webhook URLs at the destination must be done manually. |
| Service Reminders | Fully supported | Service reminders are associated with customers or projects and can be imported via CSV templates. We migrate reminder definitions, scheduling logic, and associated customer/project links. |
| Customer Portal | Mapping required | The branded customer portal aggregates projects, proposals, invoices, payments, and document signing under a custom domain. Portal configuration and custom domain settings require manual reconfiguration at the destination platform. |
Gotchas
What to watch for in Payaca migrations
Issues we've hit on past Payaca migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
CSV export only captures customer contact records
Project imports require pre-existing customer IDs
Automation rule portability is limited to templates
Stripe transaction fees are external to Payaca billing
| Severity | Issue |
|---|---|
| High | CSV export only captures customer contact records |
| High | Project imports require pre-existing customer IDs |
| Medium | Automation rule portability is limited to templates |
| Low | Stripe transaction fees are external to Payaca billing |
Leaving Payaca?
Where Payaca customers move next
12 destinations Payaca can migrate to.
How a Payaca migration works
Four steps, Payaca-specific
Connect
OpenAPI access documented; specific authentication method not publicly disclosed into Payaca. Scopes limited to read-only on the data we move.
Map
We translate Payaca-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Payaca quirks before production.
Migrate
Full migration with Payaca rate-limit handling. Rollback available throughout.
FAQ
Payaca migration FAQ
Answers to the questions buyers ask most during Payaca migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Payaca migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationReady when you are
Migrate Payaca.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Payaca setup and destination — written quote back within a business day.