How long does it take to migrate from Dubsado to Portico?

Contact import takes under 5 minutes. Recreating your forms and workflows takes 10 to 20 minutes depending on complexity. Compare that to the 15 to 25 hours most teams spend setting up Dubsado in the first place.

Can I import my Dubsado contacts automatically?

Yes. Export your contacts from Dubsado as a CSV and upload it in Portico. The importer auto-detects the Dubsado format and maps columns automatically.

How do I replace my Dubsado Flows?

Dubsado Flows chain separate forms, contracts, and invoices into a sequence. In Portico, a single onboarding template includes form fields, file uploads, e-signatures, and payment steps as inline stages. One template replaces an entire Flow.

Do I need a specialist to set up Portico?

No. Dubsado's complexity created an entire industry of paid specialists ($500 to $2,000 for setup). Portico's setup takes about 10 minutes with no specialist, no training, and no configuration marathon.

Do I need to cancel Dubsado before starting?

No. Run both in parallel until you are ready. Portico has a free tier (3 onboardings per month) so you can test the full workflow before committing.

Will my existing Dubsado data be lost?

No. Your Dubsado data stays in Dubsado. Portico imports a copy of your contacts. Keep your Dubsado account active as long as you need access to historical records.

What if I spent months setting up Dubsado?

Sunk cost is real, but so is ongoing friction. If your team still struggles with Dubsado's complexity, switching saves future time. The Portico setup is 10 minutes, not another 25 hours.

Migration guide

Migrate from Dubsado without another 25-hour setup

Name: Portico
Author: Portico

Import your contacts, recreate your Flows as onboarding templates, and start sending. The migration takes 30 minutes, not 25 hours.

Start free migration Compare Portico and Dubsado

What transfers and what you recreate

Dubsado exports client contacts as CSV. Forms and Flows need to be rebuilt, but Portico's template builder makes it fast.

Data	Transfers?	Details
Client name and email	Yes	CSV import with auto-detection
Phone number	Partial	Depends on your Dubsado export columns
Form templates	Recreate	Recreate in Portico (10 minutes with templates)
Form responses	Partial	Dubsado exports limited response data
Contracts and signatures	Recreate	Recreate contracts as e-signature steps in Portico
Flows and automations	Recreate	Replace with Portico onboarding templates (inline steps)
Payment history	Recreate	Keep Dubsado records for reference

Step-by-step migration

Export your contacts from Dubsado

In Dubsado, go to your Contacts list and export as CSV. This includes client names, emails, and basic contact information.

Import contacts into Portico

In Portico, go to Clients and click Import. Upload the CSV file. Portico auto-detects the Dubsado format and maps the columns automatically.

Recreate your intake forms (without the 25-hour setup)

Pick a template from the gallery or build from scratch with drag and drop. Add conditional logic, e-signature fields, and payment steps. The same onboarding flow that took 25 hours in Dubsado takes 10 minutes in Portico.

Replace your Flows with onboarding templates

Dubsado Flows chain forms, contracts, and invoices into sequences. In Portico, a single onboarding template includes all of these as inline steps. No separate workflow configuration.

Set up branding and send

Upload your logo, set brand colors, customize email templates, and send your first onboarding. Your client receives a magic link and completes everything in one session.

Total migration time: under 30 minutes

5 min

Import contacts

10 to 20 min

Recreate forms and Flows

5 min

Set up branding and send

No Dubsado Specialist. No $500 to $2,000 setup fee. No 25 hours.

Frequently Asked Questions

Ready to leave the 25-hour setup behind?

Start free. Import your contacts and send your first onboarding today. No specialist required.

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Migrate from Dubsado without another 25-hour setup

What transfers and what you recreate

Step-by-step migration

Export your contacts from Dubsado

Import contacts into Portico

Recreate your intake forms (without the 25-hour setup)

Replace your Flows with onboarding templates

Set up branding and send

Total migration time: under 30 minutes

Frequently Asked Questions

How long does it take to migrate from Dubsado to Portico?

Can I import my Dubsado contacts automatically?

How do I replace my Dubsado Flows?

Do I need a specialist to set up Portico?

Do I need to cancel Dubsado before starting?

Will my existing Dubsado data be lost?

What if I spent months setting up Dubsado?

Related pages

Ready to leave the 25-hour setup behind?