How to Migrate from SuperOkay to AgencyPro
A 1-2 week migration guide for agencies graduating from SuperOkay's embed-everything portal into a platform with native projects, billing, and retainers.
Why agencies switch from SuperOkay
Embed sprawl across tools
SuperOkay portals stitch together Notion, Airtable, Stripe, Google Docs, and more. Every embed is a separate subscription and permission headache. AgencyPro replaces most embeds with native modules.
No native billing or time tracking
SuperOkay lets you embed Stripe or invoice tools, but it doesn't handle billing natively. AgencyPro includes invoicing, retainers, and time-to-invoice workflows in one platform.
Per-portal pricing gets expensive
SuperOkay charges based on active portals. Agencies with many clients quickly hit upper tiers. AgencyPro's flat pricing covers unlimited clients on higher plans.
Limited project workflow
SuperOkay is a document-style portal. Agencies need task management, time tracking, and approvals. AgencyPro provides these as first-class features, not embedded iframes.
Migration timeline
Week 1: Inventory and setup
- Days 1-2: List SuperOkay portals and embedded tools
- Days 3-4: Set up AgencyPro workspace with branding
- Days 5-7: Rebuild top portal templates in AgencyPro
Week 2: Activate and cut over
- Days 8-10: Import clients and move files
- Days 11-12: Activate native billing, projects, retainers
- Days 13-14: Invite clients and cancel SuperOkay
Step-by-step migration process
- 1
Inventory SuperOkay portals and embeds
Document every active portal and which third-party tools are embedded. Identify embeds that AgencyPro can replace natively (billing, project management, time tracking).
- 2
Export portal content and contacts
Use SuperOkay's PDF export for each portal as an archive. Download your contacts list as CSV. Embedded tool data stays in the source tool until no longer needed.
- 3
Set up AgencyPro workspace
Configure AgencyPro with your custom domain, branding, and team roles. Point DNS to AgencyPro so portal URLs remain consistent.
- 4
Rebuild top portal templates
Recreate your 2-3 most-used portal layouts in AgencyPro using project templates, welcome documents, and branded widgets. Focus on onboarding and deliverable-showcase layouts first.
- 5
Import clients and files
Bulk import contacts. Upload key portal files to AgencyPro project folders. Decommission embedded Airtable or Notion content that is no longer needed.
- 6
Activate native modules
Enable AgencyPro invoicing, retainers, and time tracking. This is the main upgrade: clients stop juggling multiple embedded tools and use one consistent portal.
- 7
Invite clients with a fresh welcome
Send branded portal invitations with a short note explaining the upgrade. Most clients welcome a simpler experience with fewer logins.
- 8
Retire SuperOkay portals
After clients confirm AgencyPro access, archive SuperOkay portals and cancel the subscription. Retain PDF archives of each portal for 90 days.
What data you can migrate
Common migration challenges
Challenge: Rebuilding portal layouts
SuperOkay's visual layout doesn't export. Solution: screenshot each top portal, identify the content blocks, and recreate using AgencyPro's project templates. Only rebuild the top 3-5 portal types.
Challenge: Replacing embedded tools
Embedded Notion, Airtable, and Stripe need replacement. Solution: use AgencyPro native modules wherever possible. For tools that must stay (external dashboards), use iframe embeds in AgencyPro.
Challenge: Consistent branded experience
Clients may notice visual differences. Solution: match your SuperOkay portal fonts and colors in AgencyPro branding settings so the transition feels seamless.
Post-migration checklist
- All active portals rebuilt as AgencyPro projects
- Clients imported with matching permissions
- Files migrated to the correct project folders
- Native billing and retainers configured
- Time tracking enabled for billable projects
- Custom domain DNS pointed to AgencyPro
- Branding verified against original SuperOkay portals
- SuperOkay subscription cancelled after backup archive stored
Frequently asked questions
How long does it take to migrate from SuperOkay to AgencyPro?
Typical migration takes 1-2 weeks. Agencies with 10 or fewer active portals can finish in a week. The main work is rebuilding portal templates and activating AgencyPro's native project and billing modules.
Can I export my data from SuperOkay?
SuperOkay supports portal exports as PDFs and contact CSV export. Embedded third-party tool data remains in the source tool. Portal templates themselves must be rebuilt in AgencyPro.
What features do I gain by switching?
SuperOkay is a portal builder that relies on embedding third-party tools for billing, project management, and retainers. AgencyPro provides all of these natively, so clients see one unified experience instead of juggling multiple embedded tools.
Can I keep my custom domain?
Yes. AgencyPro supports custom domains for branded client portals. Point your DNS to AgencyPro and clients continue using the same URL they know.
What happens to embedded Notion, Airtable, or Stripe integrations?
AgencyPro has native project management (replaces Notion/Airtable for work tracking) and native billing (replaces embedded Stripe). Most embeds become unnecessary. Anything still needed can be linked or iframe-embedded in AgencyPro.
One platform beats a stack of embeds
Book a demo to see how AgencyPro replaces the SuperOkay + Notion + Airtable + Stripe stack with one branded platform for clients.