How to Migrate from AgencyAnalytics to AgencyPro
A 1-2 week migration playbook for marketing agencies consolidating reporting into a complete agency operations platform. Move clients, reports, and data connections without disrupting monthly reporting cycles.
Why agencies switch from AgencyAnalytics
Reporting-only is too narrow
AgencyAnalytics only handles dashboards and reports. Agencies still need a separate PM tool, invoicing tool, and client portal. AgencyPro unifies these, so reports sit next to projects and invoices in one client view.
Per-client pricing gets expensive
AgencyAnalytics charges per client campaign. Scaling from 20 to 100 clients can double or triple the bill. AgencyPro's flat pricing scales with the agency, not client count.
Disconnected from delivery work
Reports live in AgencyAnalytics. Tasks and time live elsewhere. Clients don't see what the agency is doing between reports. AgencyPro puts live project status alongside reporting.
No retainer or time-to-report link
Agencies on retainer need to show clients what time was spent and what results came from it. AgencyAnalytics shows results but not effort. AgencyPro connects time, tasks, deliverables, and reports in one view.
Migration timeline
Week 1: Reconnect data, rebuild templates
- Days 1-2: Export report archive and map data sources
- Days 3-4: Set up AgencyPro workspace and reconnect data sources
- Days 5-7: Rebuild standard monthly and weekly report templates
Week 2: Clients, projects, automation
- Days 8-10: Import clients and link to projects and reports
- Days 11-12: Automate report delivery and send first round
- Days 13-14: Archive AgencyAnalytics data and cancel
Step-by-step migration process
- 1
Inventory reporting data sources
List every connection in AgencyAnalytics: Google Ads, Meta, GA4, Search Console, SEO tools, etc. Note which client uses which connection. This prevents gaps during reconnection.
- 2
Export historical PDF reports
Download the last 6 months of reports for each client as PDFs. These are your historical archive while new reports are rebuilt in AgencyPro.
- 3
Set up AgencyPro workspace and branding
Configure your AgencyPro account, custom domain, brand colors, and report templates styling. Reports should look like your agency, not a SaaS vendor.
- 4
Reconnect marketing data sources
In AgencyPro, connect each client's Google Ads, Meta Ads, GA4, and other accounts. Use OAuth where supported. Test each connection pulls live data before proceeding.
- 5
Rebuild standard report templates
Recreate your 2-3 most-used report templates in AgencyPro: monthly performance, weekly paid media, SEO rankings. Save as agency-wide templates so anyone on the team can reuse them.
- 6
Import clients and link to projects
Bulk import client records. In AgencyPro, each client now has a unified record with projects, reports, time entries, invoices, and messages. Link existing reports to the right client and project.
- 7
Automate report delivery
Schedule automated report generation and delivery to match the cadence clients expect. Weekly or monthly PDFs can be auto-emailed or posted in the client portal.
- 8
Run a parallel month and cut over
Deliver reports from both AgencyAnalytics and AgencyPro for one full monthly cycle. Once clients confirm the AgencyPro reports are correct and on time, cancel AgencyAnalytics.
What data you can migrate
Common migration challenges
Challenge: OAuth reconnections at scale
Every ad account must be reauthenticated. Solution: schedule a reconnection day with each client's account admin, or batch internal agency-owned accounts. Budget 2-5 minutes per connection.
Challenge: Historical data gaps
AgencyAnalytics dashboards don't migrate. Solution: keep PDF archives for the last 6-12 months for historical reference. AgencyPro pulls fresh historical data from each source on connection.
Challenge: Custom metric recreation
Custom calculations (ROAS formulas, blended CPL) need to be rebuilt. Solution: document each custom metric formula before cancelling AgencyAnalytics and rebuild in AgencyPro's custom metrics module.
Post-migration checklist
- All client data sources reconnected and returning live data
- Top report templates rebuilt and tested on real data
- Scheduled report automation validated for all active clients
- Historical PDF archive stored in AgencyPro or cloud storage
- Clients have accepted AgencyPro portal invitations
- Custom metrics and formulas recreated
- White-label branding verified on sample client report
- AgencyAnalytics cancelled after one parallel reporting cycle
Frequently asked questions
How long does it take to migrate from AgencyAnalytics to AgencyPro?
Plan for 1-2 weeks. The bulk of the work is reconnecting marketing data sources (Google Ads, Meta, GA4, SEO tools) and rebuilding report templates. Agencies with 10 or fewer clients often finish in a week.
Can I export my historical AgencyAnalytics reports?
Yes. Export recent PDF reports for each client as an archive. Raw data connections can be reconnected in AgencyPro but historical dashboards do not migrate directly, most agencies retain 3-6 months of PDF snapshots for reference.
Does AgencyPro support the same data sources?
AgencyPro covers the major marketing data sources: Google Ads, Google Analytics 4, Meta Ads, LinkedIn Ads, Search Console, and more. For specialty sources like call tracking or niche SEO tools, check the integrations page or request an integration.
What do I gain by switching to AgencyPro?
AgencyPro combines reporting with the rest of your agency stack: projects, tasks, retainers, invoicing, and the client portal. Instead of toggling between AgencyAnalytics and your PM tool, clients see reports alongside deliverables and invoices in one place.
Will my clients still get monthly reports?
Yes. Configure automated report delivery in AgencyPro to match the schedule clients are used to. Reports get delivered to the same client portal where projects and invoices live, giving clients a single login.
Unify reporting with delivery
Book a demo and see how AgencyPro merges reporting, projects, time tracking, and billing into one platform, so clients see the full picture, not just dashboards.