How to migrate from Assembly (formerly Copilot) to AgencyPro

Example migration timeline

Step-by-step migration process

1. 1

   Export your data from Assembly

   In Assembly, open the CRM page and click Export at the top right to download all clients and custom fields as CSV. Search first if you only want some clients. Download files and contracts you need to keep.

2. 2

   Prepare your client CSV

   In AgencyPro, open Imports > Clients and download the template. Every row needs a contact name, an email and an organization (company) name; the import runbook below shows which Assembly field goes in which column. Keep each file under 1,000 rows and test with a few rows first.

3. 3

   Import clients

   Upload the CSV under Imports > Clients, map any columns the importer did not match automatically, and check the preview. Import stays disabled until the preview shows no errors. Rows whose email is already in AgencyPro are skipped, so a corrected file can be re-run safely.

4. 4

   Import services

   Download the template from Imports > Services and add the services you sell. Each row needs a name, a type (one_time or recurring) and a pricing type (standard, time_based or credit_based); prices go in as plain numbers. Upload, check the preview and confirm. Credit-based and hourly services need the Pro plan, and recurring services get their billing period in the service editor after import.

5. 5

   Connect payments and subscriptions

   Connect Stripe under Payments > Stripe Connect or add PayPal, then recreate retainers as service subscriptions. Clients enter payment details again, because saved cards do not move between platforms.

6. 6

   Recreate active work

   Recreate open client tasks and requests as AgencyPro requests for each client. Embedded apps you still need can be added to the portal menu with Custom Iframe or External link extensions (Pro and Plus).

7. 7

   Invite your team and clients

   Invite team members (each seat after the first is billed per plan), then send clients their portal invitation with a short note on where to submit requests and find invoices.

8. 8

   Run in parallel, then cancel Assembly

   Run both tools for one billing cycle. When new requests and payments are running in AgencyPro, save a final Assembly export and cancel.

What moves to AgencyPro, and how

Import runbook: Assembly (formerly Copilot) to AgencyPro

AgencyPro's CSV importer takes two files: clients (Imports > Clients) and services (Imports > Services). Each has a downloadable template, and each file can hold up to 1,000 rows. Projects, tasks, files, messages, invoices, payment history, saved cards and time entries are not imported; they are set up by hand or with the migration service on the Plus plan. Where a vendor does not publish its export headers, the left column describes the data, and you match the real header in the importer's mapping step.

1. Client file

Where it comes from: CRM page > Export (top right) downloads clients and custom fields as CSV. Export the Companies tab too if you use companies. Assembly: client import and export

Rows with the same organization_name become contacts of one organization, and the first of them becomes its owner. The match is exact, so "Example Co" and "Example Co." create two organizations. Address and billing details are taken from the first row of each organization. Columns you do not map are ignored.

2. Service file

Where it comes from: Assembly does not export a service list in that CSV. Copy your products and prices into the template by hand.

The CSV sets the basics only. After import, open each recurring service and add its pricing tier (billing period and price per period), and set intake form fields, images, turnaround and FAQs in the service editor.

3. Sample files

Example data, in the column names AgencyPro's templates use. Download the real templates from Imports > Clients and Imports > Services; they include every optional column.

clients.csv

name,email,phone,position,organization_name,billing_city,billing_country
"Jane Example","jane@example.com","+1 555 0100","Marketing Lead","Example Co","Austin","US"
"Sam Example","sam@example.com","","Founder","Example Co","Austin","US"
"Lee Sample","lee@sample.org","","Owner","Sample Studio","Leeds","GB"

services.csv

name,description,type,pricing_type,price,hours,credits,show_in_catalog
"Website audit","Technical and content audit","one_time","standard","1500.00","","","true"
"SEO retainer","Monthly SEO work","recurring","standard","2000.00","","","true"
"Development hours (10)","Prepaid block of 10 hours","one_time","time_based","1200.00","10","","true"

4. Permissions

• Assembly (formerly Copilot): Run the export from an internal user who can see the whole CRM. Searching first limits the export to matching clients.
• AgencyPro: importing clients needs the create clients permission, and importing services needs the create services permission, in your workspace role.
• Importing does not email anyone. Clients get portal access when you send their invite from the client record, so you choose when they see the portal.

5. Validate

• Import a test file of three to five rows first, then check those clients and services in AgencyPro.
• In the mapping step, check every column. Headers such as Email, Company and Phone are matched automatically; map the rest by hand.
• The preview checks the first 100 rows for missing required values, invalid emails and invalid type values, and the import stays disabled until it shows no errors. Later rows with errors are skipped and listed by row number in the results.
• Rows whose email (clients) or name (services) already exists in the workspace are skipped, not overwritten.
• Each imported client fires the Client Created event. If you run Zaps on that trigger (Zapier is on the Plus plan), pause them during the import.
• After the import, export clients and services from Exports and compare the row counts with your Assembly (formerly Copilot) file.

6. Roll back

• There is no undo button. Select the imported clients or services in their lists and delete them in bulk, fix the CSV, and import again.
• To correct a client that imported with wrong details, delete or edit it first: re-importing the same email skips the row.
• Keep Assembly (formerly Copilot) running until the parallel run ends. Your Assembly (formerly Copilot) data is the fallback if anything needs re-checking.

Common migration challenges

Post-migration checklist

Frequently asked questions

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