How to Migrate from Clinked to AgencyPro
A 1-2 week migration guide for agencies moving beyond Clinked's basic portal into a full agency operations platform. Keep client files, add project and billing workflows.
Why agencies switch from Clinked
Portal only, no agency workflow
Clinked is a file sharing and collaboration portal. It doesn't manage projects, generate invoices, or track retainers. Agencies end up paying for Clinked plus a PM tool plus an invoicing tool.
Per-user pricing escalates
Clinked charges per team user. Adding freelancers and contractors adds up. AgencyPro's flat pricing covers unlimited users on higher tiers.
Generic portal UX
Clinked targets many industries (legal, accounting, finance). AgencyPro is tailored to agency client experience: approvals, deliverables, retainer usage, and invoices in a familiar layout.
No built-in invoicing
Clinked has no billing. Invoices come from QuickBooks or Stripe, and clients see them in a different tool. AgencyPro puts invoices in the same portal where clients already review work.
Migration timeline
Week 1: Setup and data move
- Days 1-2: Export Clinked files and contacts
- Days 3-4: Configure AgencyPro workspace
- Days 5-7: Import clients, move files, set up projects
Week 2: Activate agency workflow
- Days 8-10: Enable invoicing, retainers, and time tracking
- Days 11-12: Invite clients with branded welcome
- Days 13-14: Cancel Clinked and archive data
Step-by-step migration process
- 1
Audit Clinked group usage
List every active client group. Identify stale or unused groups for archival. Only migrate currently active clients.
- 2
Export files and contacts
Use Clinked's bulk download per group to archive files. Export the contacts list as CSV. Keep a full backup offline.
- 3
Set up AgencyPro workspace
Configure AgencyPro with your custom domain, brand colors, logo, and team roles. Move your custom domain DNS to AgencyPro.
- 4
Import clients and create projects
Bulk import client contacts. Create a project in AgencyPro for each active Clinked group, translating group purpose into project structure.
- 5
Migrate files to AgencyPro
Upload Clinked file archives to matching AgencyPro project folders. For large libraries, prioritize live-project files first and archive the rest.
- 6
Activate project, time, and invoicing modules
Enable AgencyPro's project management, time tracking, and invoicing. This is where agencies see the biggest win vs. Clinked: proper agency workflow out of the box.
- 7
Invite clients and announce the change
Send branded portal invitations to clients. Include a short video or one-pager explaining what's new: projects, invoices, and approvals now in one place.
- 8
Decommission Clinked
After clients confirm access to AgencyPro, cancel Clinked. Retain your backup archive for at least 90 days for safety.
What data you can migrate
Common migration challenges
Challenge: Translating groups to projects
Clinked groups are loose collaboration spaces. Solution: for each group, decide whether it maps to a single AgencyPro project, a recurring retainer, or multiple projects under one client record.
Challenge: Large file libraries
Multi-gigabyte file libraries can slow migration. Solution: upload active-project files first, then move archive files in parallel while daily work continues. Keep a cloud backup of the full archive.
Challenge: DNS and custom domain cutover
Changing DNS from Clinked to AgencyPro can cause brief outage. Solution: schedule the cutover for a low-traffic window and use a short TTL on the DNS record the day before the change.
Post-migration checklist
- All active clients imported as AgencyPro clients
- Each Clinked group mapped to a project or retainer
- Active project files uploaded to AgencyPro
- Invoicing, time tracking, and retainers enabled
- Custom domain DNS pointed to AgencyPro and verified
- Clients have accepted portal invitations
- Team training complete and roles assigned
- Clinked subscription cancelled after backup verified
Frequently asked questions
How long does it take to migrate from Clinked to AgencyPro?
Most agencies complete the move in 1-2 weeks. The file migration and client reonboarding are the longest steps. Agencies with fewer than 20 client groups often finish in 5-7 business days.
Can I export my data from Clinked?
Yes. Clinked supports bulk file downloads per group and CSV export of contacts. Granular activity history and custom fields may need to be recreated manually in AgencyPro.
What do I gain by switching from Clinked?
Clinked is a collaboration portal, it does not handle projects, invoicing, or retainers. AgencyPro adds project management, time tracking, invoicing, and retainer billing to the client portal experience, eliminating the need for separate tools.
Will my clients find AgencyPro easier to use than Clinked?
Yes. AgencyPro's client portal is purpose-built for agency deliverables: project status, approvals, invoices, messages, and files in one view. Clinked's general-purpose portal requires clients to hunt for relevant information.
Can I keep my custom domain when switching?
Yes. AgencyPro supports custom domains for white-labeling. Update your DNS to point to AgencyPro instead of Clinked and clients will not see a URL change.
Upgrade from portal-only to full agency platform
Book a demo and see how AgencyPro gives clients a portal plus projects, invoices, approvals, and retainers, all in one branded experience.