How to Migrate from Asana to Agiled (2026 Step-by-Step Guide)

Asana is a polished project-management tool, but for a client business it only covers the work, not the money. It has no native invoicing, contracts, e-signatures, payments, or branded client portal, so you run Asana plus a separate billing and contract stack. Asana exports to CSV/JSON, so moving your data into Agiled is clean. This guide covers what to migrate, what to keep Asana for, and how to do it without disruption.

Asana is great at tasks, timelines, and team coordination. But freelancers and agencies still send proposals, sign contracts, invoice, and collect payment somewhere else. Agiled brings the project side and the full client-business side into a single platform, so you stop paying for and switching between tools.

Comparing first? See Agiled vs Asana and the best Asana alternatives.

Why service businesses move off Asana

• No native invoicing or payments. Asana manages the work but cannot send an invoice or collect a payment.
• No contracts, proposals, or e-signatures. Client agreements live in separate tools.
• No client portal or CRM-with-billing. Asana is a work tool, not a client lifecycle platform.
• Seat rules and price jumps. Asana has a 2-seat minimum and sells in 5-seat increments above 5 seats. Starter is $10.99/user/month ($13.49 monthly), and Advanced jumps to $24.99/user/month ($30.49 monthly), on top of your separate billing and contract subscriptions.

Agiled covers projects and adds CRM, proposals, contracts, invoicing, scheduling, and a portal in one plan.

The honest part: Asana is a strong PM tool

For pure project and task management and team coordination, Asana is excellent, and you may not want to leave it for that alone. Some teams keep Asana for internal project execution and use Agiled for the client lifecycle. The migration below is about consolidating your client business, not a claim that Asana is bad at what it does.

What exports from Asana

Data in Asana	Can you take it?	How
Projects / tasks	Yes	Export to CSV or JSON
Custom fields	Yes	Included in the export
Subtasks & comments	Partial	Included in JSON export
Attachments	Partial	Download from tasks as needed
Rules / automations	No	Recreate in Agiled
Portfolios / dashboards	No	Rebuild reporting in Agiled

The takeaway: Asana projects export to CSV/JSON, so importing your client and project data into Agiled is straightforward.

How Asana maps to Agiled

Asana	Agiled equivalent	Notes
Projects / tasks / timeline	Projects	Kanban, Gantt, dependencies, milestones
(none) Time tracking that bills	Time tracking	Timer that converts to invoices
(none) CRM	CRM	Purpose-built pipeline
(none) Proposals	Documents	Package selection, sign + pay
(none) Contracts / e-sign	Documents	Built-in e-signatures
(none) Invoicing	Finance	Native invoices, recurring billing, expenses
(none) Scheduling	Scheduling	Booking pages, calendar sync
(none) Client portal	Client portal	Branded, clients approve and pay
Rules / automations	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import (Day 2-4)

1. Export your client and project data from Asana to CSV/JSON.
2. Import clients into Agiled's CRM and recreate active projects in Projects.

Phase 3 - Add the client-business layer (Day 4-6)

1. Build your proposal, contract, and invoice templates in Documents and Finance.
2. Set up scheduling and your intake form.
3. Recreate key automations in the workflow builder.

Phase 4 - Switch over (Day 6-8)

1. Move your team into Agiled projects and route new clients there.
2. Invite active clients to the client portal.
3. Cancel the separate invoicing/contract/scheduling tools you have replaced (and Asana if you are fully consolidating).

What it costs after you switch

Asana is Starter $10.99/user/month ($13.49 monthly) and Advanced $24.99/user/month ($30.49 monthly), with a 2-seat minimum and 5-seat increments above 5 seats, plus your separate billing and contract tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with projects, time tracking, CRM, contracts, invoicing, scheduling, and a portal all included.

Mistakes to avoid

• Counting only Asana's price. Add the billing, contract, and scheduling subscriptions you run alongside it before comparing.
• Trying to replicate every project and portfolio. Migrate active work; archive the rest.
• Forgetting the bolt-on tools. The savings come from retiring them too.
• Skipping the end-to-end test.

When you should stay on Asana

• You only need internal project and task management with no client billing, contracts, or portal, and your team relies on Asana-specific features like portfolios and workload. In that case Asana is great, and you would simply add Agiled for the client side.

If you run a client business on Asana plus a billing stack, Agiled consolidates it. See the Agiled vs Asana comparison.

Frequently Asked Questions

Can Asana send invoices and contracts?

No. Asana is a project-management tool with no native invoicing, payments, contracts, or e-signatures. Service businesses pair it with separate billing and contract tools. Agiled includes invoicing, payments, contracts, and e-sign natively, alongside the project management Asana is known for.

How do I move my Asana data into Agiled?

Export your projects and tasks to CSV or JSON, then import the client list into Agiled's CRM and recreate active projects in Projects. Rules and portfolios are rebuilt in Agiled. Because Asana has real CSV/JSON exports, the data move is straightforward.

What are Asana's seat rules in 2026?

Asana has a 2-seat minimum on paid plans and sells seats in 5-seat increments above 5 (so a 6-person team pays for 10). Starter is $10.99/user/month annually ($13.49 monthly) and Advanced is $24.99/user/month annually ($30.49 monthly). For client businesses, those costs sit on top of separate billing and contract tools.

Is Agiled a good replacement for Asana's project management?

For client/service work, yes. Agiled includes Kanban, Gantt, dependencies, milestones, and time tracking. Asana is strong for pure PM and large-team coordination, so some teams keep Asana internally and use Agiled for the client lifecycle. Most service businesses find Agiled's PM plus client tools cover the whole job.

Will I lose my project history if I leave Asana?

Not if you export first. Export your projects to CSV/JSON before cancelling to keep a record, then recreate active projects in Agiled. Archive the exports for reference.

Related:

• Agiled vs Asana: full comparison
• Best Asana alternatives
• ClickUp vs Asana
• Migrate from ClickUp to Agiled
• Migrate from Monday.com to Agiled

Ready to start? Create your free Agiled account and import your Asana projects today.