MIGRATION GUIDE
How to Migrate from Teamwork to AgencyPro
A complete 2026 guide to moving your agency off Teamwork. Consolidate sprawling sub-products into one focused agency platform with predictable pricing.
Why agencies switch from Teamwork
Product sprawl across multiple apps
Teamwork, Desk, Chat, Spaces, CRM, all separate products with separate pricing. Agencies report the sprawl creates confusion and surprise invoices.
Per-user pricing adds up fast
Teamwork charges per user per product. A 15-person agency using 3 Teamwork products easily spends $10K+ per year. AgencyPro includes everything under one flat price.
UI feels dated
Teamwork's interface hasn't kept pace with modern SaaS. Teams migrating to AgencyPro cite faster day-to-day work and better client impressions.
Weak proposal and CRM workflow
Teamwork CRM is a separate product with limited integration. AgencyPro ties proposals, CRM, and projects into one seamless flow.
Migration Timeline
WEEK 1 - FOUNDATION
Days 1-3: Audit and export
Inventory every Teamwork product you use and export each one.
WEEK 1 - DATA
Days 4-7: Clients, projects, time
Import clients and active projects. Move time entries for reporting continuity.
WEEK 2 - BILLING
Days 8-11: Invoices and retainers
Transfer open invoices, rebuild recurring billing, connect Stripe.
WEEK 2 - LAUNCH
Days 12-14: Pilot and go-live
Pilot a full project, train the team, and cancel the Teamwork suite.
Step-by-step migration process
Export data from Teamwork
From Teamwork, Settings > Export. Pull CSVs for projects, tasks, time entries, invoices, and companies. Use the Teamwork API for comments and attachments.
Set up your AgencyPro account
Sign up at agencypro.app. Configure branding, custom domain, and pipeline stages. Consolidate sprawling Teamwork categories into simpler AgencyPro structures.
Import clients and contacts
Upload Teamwork companies CSV. Map company, contacts, email, and tags. Dedupe during import.
Migrate active projects
For each active Teamwork project, create a matching AgencyPro project with template. Import tasks, assignees, and milestones.
Transfer invoices and billing history
Import Teamwork open invoices. Archive historical invoice CSVs for reporting. Start all new invoicing in AgencyPro.
Set up recurring subscriptions
Connect Stripe, rebuild retainers as AgencyPro subscriptions, and email clients about card-on-file re-authorization.
Invite team members
Add team with role-based permissions. Most AgencyPro plans include unlimited seats, no per-user anxiety.
Test and go live
Pilot a full client lifecycle in AgencyPro. When validated, update client-facing links and cancel the Teamwork products.
What data you can migrate
Common migration challenges
Challenge: Data across multiple Teamwork products
Projects live in Teamwork, deals in Teamwork CRM, tickets in Desk. Solution: Export each product separately and map its data to the appropriate AgencyPro module (projects, CRM, etc.).
Challenge: Task list structure
Teamwork uses nested task lists that don't always translate cleanly. Solution: Flatten at the project level, then use AgencyPro project phases to reintroduce structure.
Challenge: Deciding what to keep vs retire
Years of Teamwork data accumulate. Solution: Migrate only active and current-year projects. Export the rest as CSV archives and save offline.
Post-migration checklist
Frequently asked questions
Why migrate from Teamwork to AgencyPro?
Teamwork started as agency-focused but has spread across many sub-products (Desk, Chat, Spaces). Agencies find the product sprawl overwhelming and pricing confusing. AgencyPro offers a cleaner, focused agency platform with predictable flat pricing.
Can I export all my Teamwork data?
Yes. Teamwork supports CSV exports of projects, tasks, time entries, and invoices. Use the Teamwork API for comments, activity logs, and attachments.
What about Teamwork Spaces and Desk?
If you use Teamwork Spaces (docs) or Desk (support), you can keep those running post-migration or replace them with Notion/Intercom/Slack. AgencyPro focuses on core agency operations and integrates with specialized tools.
How does AgencyPro handle Teamwork's project templates?
AgencyPro has robust project templates with task lists, milestones, dependencies, and default assignees. You'll rebuild your top 3-5 templates; most agencies find they end up with simpler, cleaner templates than they had in Teamwork.
Will migration break my client invoicing?
No. We stage the migration so active invoicing never stops. Open invoices get reissued in AgencyPro and clients can pay through both platforms during the cutover window.
Ready to simplify your stack?
Replace Teamwork, Teamwork CRM, Teamwork Spaces, and Teamwork Desk with one focused agency platform.