MIGRATION GUIDE
How to Migrate from HoneyBook to AgencyPro
A complete 2026 guide to switching your agency off HoneyBook. Export your clients, projects, invoices, and contracts with minimal downtime.
Why agencies switch from HoneyBook
Built for solopreneurs, not agencies
HoneyBook is optimized for individual creative professionals. Team collaboration, role permissions, and multi-user workflows become painful as your agency grows.
Limited project management depth
HoneyBook handles proposals and contracts well but lacks task dependencies, time tracking, and resource planning that service businesses need.
No branded client portal
HoneyBook's client experience lives on honeybook.com. AgencyPro gives you a fully branded portal at your own domain.
Per-seat pricing adds up
As your team grows, HoneyBook pricing scales per user. AgencyPro includes unlimited team seats on most plans.
Migration Timeline
WEEK 1 - FOUNDATION
Days 1-3: Account setup and data export
Create your AgencyPro workspace, configure branding, and export all data from HoneyBook.
WEEK 1 - DATA
Days 4-7: Import clients and active projects
Map client fields, recreate active project workflows, and invite your team.
WEEK 2 - BILLING
Days 8-11: Invoices, subscriptions, and Stripe
Transfer open invoices, rebuild recurring retainers, and connect Stripe for payments.
WEEK 2 - LAUNCH
Days 12-14: Testing, pilot, and full go-live
Run a pilot with one or two clients, validate every workflow, then cut over fully.
Step-by-step migration process
Export data from HoneyBook
In HoneyBook, go to Account Settings > Export Data. Download CSVs for clients, projects, invoices, and payments. Download proposal and contract PDFs from each project.
Set up your AgencyPro account
Sign up at agencypro.app, configure your branding (logo, colors, custom domain), and define your pipeline stages to mirror how you run projects today.
Import clients and contacts
Upload the HoneyBook client CSV into AgencyPro. Map fields like company, primary contact, email, phone, and tags. Review duplicates before confirming import.
Migrate active projects
For each active HoneyBook project, create a matching AgencyPro project. Use project templates to standardize. Attach relevant files and set due dates.
Transfer invoices and billing history
Import open invoices so clients can still pay through AgencyPro. Upload historical billing CSVs into the reporting archive for year-over-year continuity.
Set up recurring subscriptions
Connect Stripe, then rebuild each recurring retainer as an AgencyPro subscription. Notify clients if their payment date or card-on-file needs re-authorization.
Invite team members
Add each teammate with role-based permissions (admin, project manager, collaborator). Assign projects and test visibility before go-live.
Test and go live
Run one full client engagement cycle in AgencyPro end-to-end. Once you're confident, update client-facing links, cancel HoneyBook, and archive old data.
What data you can migrate
Common migration challenges
Challenge: Mapping HoneyBook project stages
HoneyBook uses its own pipeline terminology. Solution: Before import, define your AgencyPro pipeline stages and create a mapping document so old stages translate cleanly.
Challenge: Re-authorizing recurring payments
Stripe requires client re-authorization when switching platforms. Solution: Email clients a single-click re-authorization flow two weeks before migration.
Challenge: Preserving proposal templates
HoneyBook proposals don't export as editable documents. Solution: Rebuild your top three proposal templates in AgencyPro's proposal builder first, then reuse them going forward.
Post-migration checklist
Frequently asked questions
How long does migrating from HoneyBook to AgencyPro take?
Most agencies complete the migration in 1-2 weeks, depending on the volume of active projects and historical data. A solo creative can finish in a few days, while a team with 50+ active clients should plan for two weeks of parallel operation.
Can I export everything from HoneyBook?
HoneyBook allows CSV exports of clients, projects, invoices, and payments. Contracts and proposal PDFs can be downloaded individually. Our migration team helps map this into AgencyPro automatically.
Will I lose my email history?
HoneyBook email threads remain in the source system. AgencyPro connects to Gmail and Outlook so new conversations sync into the client timeline without needing historical import.
What happens to my active HoneyBook subscriptions?
You rebuild recurring invoices in AgencyPro using the Stripe integration. We recommend running both platforms for one billing cycle to confirm payments flow correctly before canceling HoneyBook.
Is there a cost to migrate?
Migration assistance is included with every AgencyPro plan. There's no setup fee and our team handles the heavy lifting of data mapping and import.
Ready to switch from HoneyBook?
Our migration team handles the heavy lifting. Most agencies go live in under two weeks.