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

ClickUp is one of the deepest project-management tools available, with native time tracking, docs, and dozens of views. What it does not have is the client-business layer: no native invoicing, contracts, e-signatures, payments, or branded client portal. So service teams run ClickUp plus a separate billing and contract stack. ClickUp exports to CSV/Excel, so moving your data into Agiled is clean. This guide covers what to migrate, what to keep ClickUp for, and how.

ClickUp is excellent at the work itself: tasks, projects, docs, dashboards, and built-in time tracking. But if you are a freelancer or agency, the client side (sending proposals, signing contracts, invoicing, collecting payment, giving clients a portal) happens in other tools. Agiled brings the project side and the full client-business side into one platform.

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

Why service businesses move off ClickUp

• No native invoicing or payments. ClickUp tracks the work and even the time, but it cannot send an invoice or collect a payment. You bolt on a billing tool.
• No contracts, proposals, or e-signatures. Client agreements live in separate tools.
• No real client portal. Sharing a ClickUp view is not a branded portal where clients approve work and pay.
• No CRM with a sales pipeline tied to billing. ClickUp can mimic a CRM with custom fields, but it is not built for the lead-to-paid client lifecycle.
• Per-user costs plus a separate stack. ClickUp is $7/user/month on Unlimited ($10 monthly) and $12/user/month on Business ($19 monthly), on top of your invoicing and contract subscriptions.

Agiled covers projects and time tracking and adds the entire client-business layer in one plan.

The honest part: ClickUp is a great PM tool

If your need is pure project and task management, ClickUp is genuinely strong, and you may not want to leave it for that alone. Some teams keep ClickUp for internal/complex project execution and use Agiled for the client lifecycle (CRM, proposals, contracts, invoicing, portal). The move below is about consolidating your client business, not claiming ClickUp is a weak PM tool.

What exports from ClickUp

Data in ClickUp	Can you take it?	How
Tasks / lists / projects	Yes	Export to CSV/Excel
Custom fields	Yes	Included in the export
Docs	Partial	Copy or export content
Time entries	Partial	Export time reports
Files / attachments	Partial	Download from tasks as needed
Automations / dashboards	No	Recreate in Agiled

The takeaway: ClickUp tasks export to CSV/Excel, so importing your client and project data into Agiled is straightforward.

How ClickUp maps to Agiled

ClickUp	Agiled equivalent	Notes
Tasks / projects / views	Projects	Kanban, Gantt, dependencies, milestones
Native time tracking	Time tracking	Timer that converts to invoices
(custom-field) 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
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 lists from ClickUp to CSV/Excel.
2. Import clients into Agiled's CRM and recreate active projects in Projects.
3. Export time reports for any billing you still need to invoice.

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 ClickUp itself if you are fully consolidating).

What it costs after you switch

ClickUp is $7/user/month on Unlimited ($10 monthly) and $12/user/month on Business ($19 monthly), plus your separate invoicing, contract, and scheduling 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, so you usually retire several subscriptions.

Mistakes to avoid

• Assuming ClickUp's time tracking covers billing. It tracks time but cannot invoice it; Agiled converts time to invoices.
• Trying to replicate every ClickUp view. Migrate active work; archive the rest.
• Forgetting the bolt-on tools. The savings come from retiring the billing and contract subscriptions too.
• Skipping the end-to-end test.

When you should stay on ClickUp

• Your need is purely internal project/task management with no client billing, contracts, or portal involved. ClickUp's depth is hard to beat for that, and you would simply add Agiled for the client side.

If you are running a client business on ClickUp plus a billing stack, Agiled consolidates it. See the Agiled vs ClickUp comparison.

Frequently Asked Questions

Can ClickUp send invoices and collect payments?

No. ClickUp tracks tasks and time but has no native invoicing or payment collection, and no contracts or e-signatures. Service businesses pair ClickUp with separate billing and contract tools. Agiled includes invoicing, payments, contracts, and e-sign natively, plus the project and time tracking ClickUp is known for.

How do I move my ClickUp data into Agiled?

Export your tasks, lists, and projects to CSV/Excel, then import the client list into Agiled's CRM and recreate active projects in Projects. Export time reports first if you have unbilled hours. ClickUp's CSV/Excel export makes the data move straightforward.

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

For client/service work, yes. Agiled includes Kanban, Gantt, dependencies, milestones, and time tracking. ClickUp is more feature-dense for pure PM, so some teams keep ClickUp for complex internal execution and use Agiled for the client lifecycle. For most service businesses, Agiled's PM plus its client tools cover the whole job.

Does Agiled have a client portal that ClickUp lacks?

Yes. Sharing a ClickUp view is not a branded client portal. Agiled's client portal lets clients view projects, approve proposals, sign contracts, and pay invoices in one branded place.

Is Agiled cheaper than ClickUp plus other tools?

Often, yes. ClickUp is $7-$12/user/month, and a client business adds separate invoicing, contract, and scheduling subscriptions. Agiled bundles all of that into one plan, so consolidating typically lowers your total tool spend.

Related:

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

Ready to start? Create your free Agiled account and import your ClickUp data today.