Migrate to Taskip with Zero Headaches
Seamless migration from your old tools — keep your data, workflows, and peace of mind. Our team handles everything, free on all paid plans.
Any Tool, Any Data
What Can I Migrate From?
If you use it to run your agency, we can move it. We've migrated hundreds of teams from all major platforms. Taskip connects with 21+ tools so your existing stack keeps working.
Project Management
Monday, ClickUp, Asana, Trello
CRM & Client Tools
HoneyBook, Dubsado, HubSpot
Invoicing & Billing
FreshBooks, Bonsai, Wave, QuickBooks
Subscription & Portals
Wayfront, SuiteDash, Kitchen.co
Our Process
How Migration Works
A structured 5-step process that gets you live without disrupting your business.
Discovery Call
We learn your current setup — which tools you use, what data needs to move, and which workflows are critical. No assumptions, no guesswork.
Migration Plan
We map your data fields, plan integrations, and set a realistic timeline. You approve the plan before we touch anything.
Data Import & Setup
Your data is migrated safely and your Taskip workspace is configured — clients, projects, invoices, services, and pipelines ready to go.
Review & Launch
We test together, gather your feedback, refine anything that needs it, then flip the switch. You go live only when you're confident.
Ongoing Support
Post-launch, we verify everything is working correctly and walk your team through any workflows you need guidance on.
See how agencies made the switch — read their case studies →
Got Questions?
Migration FAQ
Yes. We ensure data integrity, secure transfer, and thorough verification before going live. Your original data is never deleted or modified — we work exclusively from exports and imports. Before the switchover, we run a full audit to confirm every record transferred correctly. Your data stays yours, always.
Most project management, invoicing, CRM, and client portal tools are supported. If you're coming from HoneyBook, Bonsai, Monday, ClickUp, Dubsado, FreshBooks, Wayfront (formerly Service Provider Pro), or similar platforms — we've done it before. If you're unsure whether your tool is supported, mention it on your discovery call and we'll confirm within 24 hours.
It depends on setup size and complexity. Small teams with straightforward data typically complete migration in 2–4 days. Larger agencies with multiple integrations or large client databases usually take 1–2 weeks. Your migration plan — created before we start — includes an exact day-by-day timeline so there are no surprises.
We aim for zero downtime, and we almost always achieve it. While we build your Taskip workspace, you continue working in your existing tools without interruption. The final switchover takes minutes — and only happens once you've reviewed everything and given the green light. No forced outages, no surprise downtime.
Yes — migration assistance is included at no extra cost on all paid Taskip plans. No hidden fee, no premium tier required. Schedule a discovery call and our team handles the data mapping, import, workspace setup, and post-launch verification. You just approve the final result.
Still have questions? Contact us
Ready to Switch?
Let's Move Your Business to Taskip
Book a free migration call. Our team handles everything — data, workflows, clients — so you can focus on running your agency.