Migration guide

Migrate from Content Snare without starting over

Import your Content Snare contacts by CSV, rebuild your requests in minutes, and add e-signatures and payments to one guided flow.

Start free migrationCompare Portico and Content Snare

No credit card required. Cancel anytime.

What transfers and what you recreate

Your client contacts import by CSV. Request templates and collected files are recreated in Portico, and most teams finish in under 20 minutes.
DataTransfers?Details
Client contactsYesCSV export from Content Snare, auto-detected on import
Request templatesRecreateRecreate in Portico (10 minutes with the template gallery)
Collected responses and filesRecreateDownload from Content Snare for your records; recreate active requests in Portico
Automations and remindersRecreateRebuild in Portico (different model, simpler setup)

How the migration works

Step 1

Import your contacts by CSV

Export your client list from Content Snare as a CSV and upload it in Portico under Clients. The importer auto-detects the format and maps names, emails, company, and phone.

Step 2

Rebuild your requests

Recreate your request structure with the template gallery or drag-and-drop builder, adding e-signature and payment steps inline. Most teams finish in under 10 minutes.

Step-by-step migration

1

Export your contacts from Content Snare

In Content Snare, export your client list as a CSV. This includes client names, emails, and company details.

2

Import contacts into Portico

In Portico, go to Clients and click Import. Upload the CSV file. Portico auto-detects the format, maps names, emails, company, and phone, and shows a preview before importing.

3

Recreate your request templates

Content Snare request templates do not transfer as files. Pick an industry template from the Portico gallery or rebuild your requests with drag and drop, adding conditional logic, e-signature, and payment steps inline. Most teams finish in under 10 minutes.

4

Set up branding and send

Upload your logo, set brand colors, and configure email templates. Your branding reaches every client touchpoint, including emails from your own sender name and domain. Send your first onboarding with a magic link.

Total migration time: under 20 minutes

2 min

Import contacts by CSV

10 min

Rebuild your requests

5 min

Add signatures, payments, and branding

Your client contacts transfer by CSV. Request templates and files are quick to rebuild with the Portico template gallery.

Frequently Asked Questions

Related pages

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