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

Scoro is a powerful agency work-management and PSA platform: project profitability, quoting, resource planning, and financial reporting in real depth. That depth is real, so this is not a "missing features" switch. The most common reason teams move is cost structure: Scoro enforces a 5-user minimum on every plan and has no free tier, so a 3-person team still pays for 5 seats (a $99.50/month floor on Core, annual), and the client portal is a paid add-on. Scoro exports contacts, quotes, and invoices to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Scoro is still worth it.

Scoro is built for agencies that need deep profitability and resource management. Agiled covers the same client lifecycle, CRM, quotes, projects, time, invoicing, and a portal, without a seat minimum and with the portal included. If Scoro's price or seat minimum is the sticking point, this guide is for you.

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

Why teams move off Scoro

• 5-user minimum on every plan. Even a solo or 3-person team pays for 5 seats. On Core that is $99.50/month (annual); on Performance it is $249.50/month.
• No free plan. Scoro offers a trial but no permanent free tier to grow into.
• Client portal is a paid add-on. The branded client experience costs extra on top of the per-seat price.
• Higher entry price. Scoro's depth makes it expensive for small teams that do not need full PSA-grade reporting.

Agiled gives you a CRM, proposals and quotes, invoicing, projects, time tracking, and a client portal included.

The honest part: when Scoro wins

Scoro's profitability tracking, resource planning, and financial reporting are genuinely deep, more specialized than Agiled's for agencies that live and die by utilization and margin reporting. If you are a larger agency that needs PSA-grade resource scheduling and financial analytics, and the 5-seat minimum is not an issue, Scoro may be the better fit. This guide is for teams that want all-in-one coverage without the seat minimum and paid-portal overhead.

What exports from Scoro

Data in Scoro	Can you take it?	How
Contacts / companies	Yes	Export to CSV
Quotes / orders	Yes	Export to CSV
Invoices	Yes	Export to CSV
Files / documents	Yes	Download from storage
Projects / tasks	Partial	Export/recreate where available
Automations / reports	No	Rebuild in Agiled

The takeaway: contacts, quotes, and invoices export to CSV and files download directly, so your core data moves cleanly. Reports and automations are rebuilt in Agiled.

How Scoro maps to Agiled

Scoro	Agiled equivalent	Notes
Contacts / companies	CRM	Full client records and pipeline
Quotes / orders	Documents	Proposals with interactive pricing
Invoices	Finance	Invoices, recurring billing, payments
Projects / tasks	Projects	Kanban, Gantt, dependencies
Time tracking	Time tracking	Timer to invoice
Client portal (add-on)	Client portal	Included, branded
Automation / reports	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 core data (Day 2-5)

1. Export contacts, quotes, and invoices from Scoro to CSV.
2. Import them into Agiled's CRM, Documents, and Finance.
3. Download files and re-upload to clients and projects.

Phase 3 - Rebuild projects, billing, and automation (Day 5-8)

1. Recreate quote, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Invite active clients to the included client portal.
2. Run one full client cycle end to end.
3. Cancel Scoro once everything is verified.

What it costs after you switch

Scoro is per user with a 5-user minimum, billed annually: Core at $19.90/user/month ($99.50/month floor), Growth at $32.90/user/month ($164.50/month floor), and Performance at $49.90/user/month ($249.50/month floor), with the client portal as a paid add-on. Agiled has a limited free workspace, Starter at $29/month ($24 annually) for 1 seat, and Pro at $69/month ($59 annually) for 3 seats, with the client portal included and no seat minimum. For small teams the savings are significant because you stop paying for seats you do not use.

Mistakes to avoid

• Forgetting the seat minimum. Compare Scoro's real floor (5 seats) against Agiled's per-seat plans, not the per-user sticker price.
• Overlooking the paid portal. Add Scoro's client-portal add-on cost when comparing.
• Skipping the file download. Pull your files before cancelling.
• Skipping the end-to-end test.

When you should stay on Scoro

• You are a larger agency that needs deep resource planning, utilization, and profitability reporting.
• The 5-user minimum is a non-issue because your team is already that size or larger.
• PSA-grade financial analytics are central to how you run the business.

If Scoro's depth is more than you need and the seat minimum stings, Agiled covers the lifecycle without it. See the Agiled vs Scoro comparison.

Frequently Asked Questions

Does Scoro really require a 5-user minimum?

Yes. Every Scoro plan requires a minimum of 5 user seats, billed annually for the listed prices. A 3-person team still pays for 5 seats, so the real floor is $99.50/month on Core, $164.50/month on Growth, and $249.50/month on Performance. Agiled has no seat minimum.

How do I move my Scoro data into Agiled?

Export your contacts, quotes, and invoices to CSV and import them into Agiled's CRM, Documents, and Finance. Download your files and re-upload them to clients and projects. Reports and automations are rebuilt in Agiled.

Is Agiled cheaper than Scoro?

For small teams, usually yes, because Scoro's 5-seat minimum makes you pay for unused seats and the client portal is a paid add-on. Agiled prices by plan with no seat minimum and includes the portal. For larger agencies needing PSA-grade reporting, weigh Scoro's depth against the cost.

Does Agiled have a client portal like Scoro?

Yes, and it is included. Agiled's branded client portal (projects, invoices, proposals, files) comes with paid plans, whereas Scoro charges for the portal as an add-on.

Will I lose data if I leave Scoro?

Not if you export first. Export contacts, quotes, and invoices to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Scoro: full comparison
• Best Scoro alternatives
• Migrate from Accelo to Agiled
• Migrate from Bitrix24 to Agiled
• Migrate from Monday.com to Agiled

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