Migration guides
Switch in a weekend. Not a quarter.
Every comparison page explains why agencies leave their old reporting tool. These guides answer the how — export your data, reconnect your sources, recreate your templates, route your clients, and sunset the old tool. Step by step, with time estimates.
- From AgencyAnalytics
Migrate from AgencyAnalytics in a weekend
Export your existing AgencyAnalytics setup, recreate your reporting motion in SendBriefs, and ship your first weekend's brief Sunday afternoon. Step-by-step playbook.
~6 hours·9 stepsRead the guide - From DashThis
Migrate from DashThis in a weekend
Convert DashThis dashboards to SendBriefs briefs. Step-by-step playbook covering data sources, client setup, and cutover in 5 hours.
~5 hours·9 stepsRead the guide - From Reportz
Migrate from Reportz in a weekend
Move from Reportz's KPI-dashboard model to SendBriefs's brief-led reporting. Step-by-step migration playbook for 5 hours of focused work.
~5 hours·9 stepsRead the guide - From Whatagraph
Migrate from Whatagraph in a weekend
Move your Whatagraph data sources, dashboards, and client setup to SendBriefs's brief-first model. Step-by-step playbook in 6 hours.
~6 hours·9 stepsRead the guide
On a tool that isn’t listed? Email us — the steps are nearly identical, and we’ll walk you through it.
We’ll migrate you in a weekend.
Founders Circle pre-launch — we recreate your top templates, set up your first 5 clients, and run the first cycle alongside you. Lifetime pricing, capped at 25 agencies.