Overview
Switching from Plutio? Import your clients, projects, and proposals into Agiled. Get a more powerful CRM, richer project management, invoicing, and a branded client portal without starting from scratch. Your Plutio data transfers cleanly so your team keeps working without disruption.
Configure
- 1
Export your Plutio data. Export clients, projects, and proposals from Plutio using their export tools or CSV export.
- 2
Import into Agiled. Use Agiled's import wizard to bring in your Plutio data. Map fields to match Agiled's structure.
- 3
Verify and go live. Review imported records, verify accuracy, and start using Agiled as your primary platform.
What you can do
Client import
Bring your Plutio client records into Agiled with contact details, notes, and project associations.
Project migration
Import projects with tasks, statuses, and team assignments to continue work immediately.
Proposal history
Migrate proposal data so your sales history is preserved in Agiled's document management.
Feature upgrade
Agiled offers deeper CRM pipelines, automation, scheduling, and a branded client portal on top of project management.
Capabilities
Plutio app features
Client import
Import client contacts with details and notes from Plutio.
Project import
Import projects with tasks and assignments.
CSV support
Import data via CSV files exported from Plutio.
Field mapping
Map Plutio fields to Agiled fields during import.
Data verification
Review imported data before finalizing the migration.
Non-destructive
Plutio data remains unchanged. Import creates copies in Agiled.
FAQ
Plutio FAQ
Invoice data can be imported via CSV. The import wizard maps columns to Agiled's invoice structure.
Most migrations complete within an hour. Larger datasets may take longer depending on the amount of data.
Agiled's interface is intuitive. Most teams adapt within a day. Our knowledge base has guides for the transition.
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Upgrade from Plutio to Agiled
Import your Plutio data and unlock a more powerful all-in-one business platform.