Migration guide
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.
The migration in 9 steps
- 01
Export Whatagraph reports as PDFs (for reference)
- 02
Catalogue your data sources + clients
- 03
Reserve a Founders Circle seat at /early-access
- 04
Reconnect data sources via OAuth
- 05
Recreate top 2 templates from SendBriefs starters
- 06
Migrate your top 5 clients with brand kits
- 07
Run a side-by-side test cycle for one client
- 08
Cut over remaining clients in batches
- 09
Cancel Whatagraph subscription
Why teams switch#
Whatagraph is excellent at visualizing marketing data — clean charts, polished embeds, deep platform coverage. SendBriefs is excellent at shipping the narrative artifact — the brief your client opens on Monday, with charts inside it.
If your clients consume your reports as briefs (read, forwarded, archived), the visualization-first model leaves work on the table. The narrative is what they actually read; SendBriefs treats that as the product.
Before you start#
You need:
- Admin access to your Whatagraph account
- A list of your top 5-10 clients with their data sources documented
- 4-6 hours of focused time
What stays the same#
- Data source connections. Same Google/Meta/HubSpot/etc. OAuth flow.
- Client roster. One-to-one mapping.
- Brand kits. You'll re-upload logos and re-enter color hexes; the concept of per-client branding stays.
What changes#
- Output shape. Dashboard-based reports become narrative-first briefs with embedded data blocks. Same numbers, different artifact.
- Approval flow. Whatagraph doesn't have native approvals; SendBriefs ships with inline review + audit log out of the box. Treat this as a process upgrade.
- Cost model. Whatagraph prices per agency-tier-with-features; SendBriefs prices purely per client. Most mid-market agencies see lower TCO on per-client.
Step-by-step walkthrough#
1. Export your existing Whatagraph reports as PDFs#
These are reference material, not import targets. You'll use them when recreating the templates to match the cadence and structure clients already expect.
2. Catalogue your sources + clients#
Build a migration spreadsheet:
client | sources | cadence | branding
Northway | GA4, Meta Ads | monthly | logo + 3 brand colors
...
3-9. Walk through the in-app onboarding#
SendBriefs's setup flow guides you through reconnecting sources, cloning templates, and batching the cutover. Each step has in-app help + live chat.
Common gotchas#
- Widget-to-block translation. Whatagraph's widget library is rich; SendBriefs's block library is structured around the brief format. Some widgets have direct equivalents; some don't. The ones that don't are usually decorative — content that belongs in a paragraph, not a separate widget.
- Per-client deliverable cadence. If different clients are on different cadences in Whatagraph, document them carefully — schedule mistakes during migration are the most common cutover failure.
- Branded subdomain DNS. Whatagraph hosts on their subdomain; SendBriefs supports custom subdomains per client. Plan the DNS work into the migration if subdomain branding matters to your clients.
When to ask for help#
For >25 clients or non-standard integrations, apply to Founders Circle — we'll do hands-on migration for the first 5 clients.
We’ll migrate you in a weekend
Founders Circle agencies get hands-on migration help.
We pair with you, recreate your top templates, set up your top 5 clients, and run the first cycle alongside you. Plus lifetime discount + co-marketing. Capped at 25 agencies total.
Migrate from Whatagraph. Render your first brief this week.
Founders Circle pre-launch — we migrate you in a weekend, set up your first 5 clients, run the first cycle together. Capped at 25.