Migrate from Productive.io
Migrate from Productive.io to Verbial
Move companies, projects, services, budgets and time entries from Productive.io into Verbial.
Verbial imports Productive.io companies (as clients), projects, services (as tasks) and time entries through the Productive API or from its exports, so an agency moving from Productive keeps its delivery history and utilisation.
What comes across
From Productive.io
- Companies as clients
- Projects with budgets
- Services as tasks
- Time entries with people matched by email
How it works
Six steps, one afternoon
- 1Run the CRM import first if you have one, so clients already exist.
- 2Open Settings → Migrate, pick the tool, paste an API key or upload the export.
- 3Map clients, projects, tasks and entries; people match your team by email.
- 4Dry run: see exactly how many entries land, and which rows need attention.
- 5Import. Historical entries keep their dates, so utilisation and profitability history is intact.
- 6Point the team at Verbial's timer on Monday; the old tool stays read-only.
Frequently asked questions
- Why move from Productive.io to Verbial?
- Agencies usually move for retainer pacing by department, native proposals and e-signature, the agency CRM and white-label client reporting. See the comparison page for a fair side-by-side.
Leave Productive.io without leaving your history.
Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.