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

Trello is great at simple Kanban boards, but a service business quickly outgrows it: there is no invoicing, CRM, contracts, or client portal, and the more useful views (Calendar, Timeline, Table) only arrive on Premium at $10/user/month. Trello boards export to JSON, so moving your data into Agiled is easy. This guide covers what to migrate, what to keep Trello for, and how.

Trello is one of the most popular ways to track tasks on cards and lists. For light, visual to-do management it is excellent. But if you run client work, the board is only part of the picture, you still need to send proposals, sign contracts, invoice, collect payment, and give clients a place to follow along. Agiled brings the project board and the full client-business layer into one platform.

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

Why service businesses move off Trello

• No client-business tools. Trello has no invoicing, payments, CRM pipeline, contracts, e-signatures, or branded client portal. Those all live in separate tools.
• Advanced views cost extra. Calendar, Timeline, Table, Dashboard, and Map views are Premium-only ($10/user/month annual, $12.50 monthly). Standard is $5/user ($6 monthly).
• Shallow for complex projects. Trello has no real dependencies, milestones, or portfolio views; multi-stage client delivery strains it.
• Per-user costs plus a stack. You pay per Trello user and still pay for billing and contract tools on top.

Agiled covers projects with deeper views and adds CRM, proposals, contracts, invoicing, scheduling, time tracking, and a client portal in one plan.

The honest part: keep Trello for lightweight boards

Trello is genuinely good for simple, visual task tracking, and some teams keep a Trello board or two for personal or lightweight workflows. The migration below is about moving your client business off a Trello-plus-bolt-ons setup, not claiming Trello is bad at what it does.

What exports from Trello

Data in Trello	Can you take it?	How
Boards / lists / cards	Yes	Export each board to JSON (and CSV on paid plans)
Card descriptions & checklists	Yes	Included in the export
Attachments	Partial	Download from cards as needed
Power-Up data	No	Recreate in Agiled
Automations (Butler)	No	Rebuild in the workflow builder

The takeaway: Trello boards export to JSON, so importing your projects and tasks into Agiled is straightforward.

How Trello maps to Agiled

Trello	Agiled equivalent	Notes
Boards / lists / cards	Projects	Kanban plus Gantt, dependencies, milestones
(Premium) Calendar / Timeline views	Projects	Included views
(none) CRM	CRM	Visual 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) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, clients approve and pay
Butler 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/project boards from Trello to JSON (or CSV on paid plans).
2. Recreate active boards in Agiled Projects and import any client list into the CRM.

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 Butler 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 Trello (or keep a light free board) and any separate billing/contract tools you have replaced.

What it costs after you switch

Trello is Free, Standard $5/user/month ($6 monthly), or Premium $10/user/month ($12.50 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 deeper projects, CRM, contracts, invoicing, scheduling, time tracking, and a portal all included.

Mistakes to avoid

• Migrating every board. Move active client work; archive the rest.
• Forgetting the bolt-on tools. The savings come from retiring billing and contract subscriptions too.
• Skipping the JSON export. Export boards before cancelling.
• Skipping the end-to-end test.

When you should stay on Trello

• Your need is purely simple, visual task tracking with no client billing, contracts, or portal involved, and the Free or Standard plan covers you. Trello is hard to beat for that, and you would simply add Agiled for the client side.

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

Frequently Asked Questions

Can Trello send invoices and contracts?

No. Trello is a Kanban board tool with no native invoicing, payments, CRM, contracts, or client portal. Service businesses pair Trello with separate billing and contract tools. Agiled includes all of those natively, plus deeper project views than Trello offers.

How do I move my Trello data into Agiled?

Export each board to JSON (CSV is available on paid plans), then recreate active boards in Agiled Projects and import any client list into the CRM. Butler automations are rebuilt in Agiled. Because Trello exports boards to JSON, the data move is straightforward.

Do I get better project views in Agiled than Trello?

For client work, yes. Trello gates Calendar, Timeline, and Table views to Premium ($10/user/month), and lacks real dependencies and milestones. Agiled includes Kanban, Gantt, dependencies, and milestones, alongside your CRM, contracts, and invoicing.

Is Agiled cheaper than Trello plus other tools?

Often, yes. Trello is $5-$10/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 total tool spend.

Will I lose my boards if I leave Trello?

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

Related:

• Agiled vs Trello: full comparison
• Best Trello alternatives
• ClickUp vs Trello
• Migrate from Asana to Agiled
• Migrate from Basecamp to Agiled

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