MIGRATION GUIDE
How to Migrate from Monday.com to AgencyPro
A complete 2026 guide to moving your agency off Monday.com. Consolidate project management, client portals, and invoicing into one platform, and stop paying per seat.
Why agencies switch from Monday.com
Per-user pricing explodes as you scale
Monday charges per seat on every plan. A 15-person agency on Pro can pay $4,000+ per year before addons. AgencyPro includes unlimited team members on most plans.
Not built for agencies
Monday is a generic work OS. You end up stitching together invoicing apps, proposal tools, and time tracking to approximate what AgencyPro ships natively.
Clients don't belong on Monday
Inviting clients as guests is awkward and expensive. AgencyPro gives every client a branded portal with proper role separation.
No native invoicing or proposals
Monday requires bolt-on apps for every agency workflow. AgencyPro has proposals, invoices, e-signatures, and retainers built in.
Migration Timeline
WEEK 1 - FOUNDATION
Days 1-3: Audit Monday boards and export
Inventory active boards, decide what to migrate vs archive, and export everything worth keeping.
WEEK 1 - DATA
Days 4-7: Clients, projects, templates
Import clients, recreate active projects, and codify your top three workflows as reusable AgencyPro templates.
WEEK 2 - BILLING
Days 8-11: Invoicing and retainers
Move invoicing off your third-party app and into AgencyPro. Connect Stripe and rebuild retainer billing.
WEEK 2 - LAUNCH
Days 12-14: Pilot and go-live
Pilot with one client, train the team on the new workflow, then cut over and archive Monday.
Step-by-step migration process
Export data from Monday
On each relevant board, use Board menu > Export board to Excel. For CRM boards, export client lists separately. Use Monday's API or activity logs to pull updates if needed.
Set up your AgencyPro account
Sign up at agencypro.app. Configure your brand, custom domain, and pipeline stages. Decide how Monday boards will map to AgencyPro projects.
Import clients and contacts
Upload your Monday CRM CSV or client list. Map company, contact, email, and tags. Dedupe during import.
Migrate active projects
Create an AgencyPro project for each active Monday board. Convert groups into phases and items into tasks. Use templates to standardize going forward.
Transfer invoices and billing history
If you were using a Monday invoicing app, export its history and import open invoices into AgencyPro. Archive the old app after verification.
Set up recurring subscriptions
Connect Stripe and rebuild each retainer as a recurring AgencyPro subscription. Email clients about the new payment URL.
Invite team members
Add your full team with role-based permissions. No per-seat anxiety, most AgencyPro plans include unlimited members.
Test and go live
Pilot one full client engagement in AgencyPro. When confident, update client-facing links, share the new portal, and cancel Monday.
What data you can migrate
Common migration challenges
Challenge: Too many boards to migrate
Monday teams often have dozens of stale boards. Solution: Only migrate active client work and current-year projects. Export and archive the rest offline.
Challenge: Custom automations
Monday automations don't export. Solution: List your top 10 automations, rebuild them as AgencyPro project templates and notification rules.
Challenge: Third-party invoicing apps
If you used a Monday marketplace invoicing app, its data isn't directly portable. Solution: Export CSVs from the app and import open invoices into AgencyPro's native invoicing.
Post-migration checklist
Frequently asked questions
Why migrate from Monday.com to AgencyPro?
Monday.com is a generic work OS that charges per user and requires bolt-on apps for client portals, invoicing, and proposals. AgencyPro is purpose-built for agencies with these features included and flat pricing.
Can I export everything from Monday?
Yes. Monday supports full board exports as Excel files. Attachments, updates, and activity logs can be downloaded via their API or admin tools.
How do I handle Monday automations?
Monday automations don't export. List your top automations, then rebuild them as AgencyPro project templates and notification rules. Most teams find they need fewer automations in AgencyPro because core workflows are already built-in.
What about my Monday dashboards?
AgencyPro ships with agency-specific dashboards for utilization, revenue, and project health. Rebuild only the custom dashboards that map to your KPIs.
How much will I save by switching?
Teams on Monday's Pro or Enterprise plans typically save 40-60% by switching to AgencyPro's flat pricing, especially as team size grows past 10 seats.
Ready to leave Monday's per-seat pricing behind?
Most agencies recover their AgencyPro subscription cost through seat savings alone.