Migration playbook · 2026 edition
Move every client account to RecurPost without missing a post.
RecurPost migration checklist for agencies is a step-by-step guide to transfer client social accounts and import content without breaking posting queues.
6 mo
of posted content auto-imported per profile
10
steps from kickoff to full switchover
2 wks
typical agency timeline (1 weekend for solos)
850+
post-failure errors RecurPost catches
Automatic vs manual
What RecurPost imports for you — and what you'll rebuild by hand.
RecurPost pulls in 6 months of published history from every connected account. It does not transfer queued or scheduled posts. Those two facts set the shape of the entire migration.
RecurPost handles it
AUTO-IMPORTED
- Last 6 months of published content, per profile
- Post captions, images, and links from the 6-month historyPer-account history so reporting continues from day one
- Per-account history so reporting continues from day one
You set this up once
MANUAL REBUILD
- Your old tool’s unpublished posts in the scheduling queue
- Hashtag groups — rebuild as Bags of Tags
- Workspaces, approval roles, white-label cadence, Instagram DM triggers
An example of a non-fit case where a brand-new profile with no posting history has nothing to import. The profile itself starts from an empty calendar, so it does not need to migrate to RecurPost. Profiles that have an active posting history throughout the last 6 months give the cleanest auto-imports.
THE 10-STEP CHECKLIST
Follow this order. A freelancer with 6 accounts finishes in a weekend.
Agencies with established client workflows should run every step. Solo operators with a single profile can safely skip steps 6 and 8.
1
Export the scheduled queue
Pull a planning record out of your current tool before you start.
2
Invite all client accounts
Send password-free email or link invites for 1-click sign-up — credentials never change hands.
3
Import 6 months of published content
Auto-pull the recent posting history from every connected profile.
4
Re-sequence imported & planned posts
Lay the queue into the RecurPost content calendar by hand.
5
Recreate hashtag groups as Bags of Tags
Bring saved hashtag sets across so captions stay consistent.
6
Set up workspaces
Optional for solos
One per client, brand, or franchise location.
7
Configure approval workflow
Assign owner, team, and client roles for approve/reject/edit.
8
Add white-label branding
Drop in agency or client logos so reports go out branded.
9
Switch on Instagram DM automation
Optional for solos
Wire keyword triggers and CTA buttons for inbound replies.
10
Run a test publish on one account
Validate end-to-end before you migrate the rest.
Skip steps 6 and 8 if you are a solo operator with a single profile. Workspaces, approvals, white-label reporting, and Instagram DM automation matter to manage a large number of client accounts or teams.
RECONNECT WITHOUT PASSWORDS
Send a link. Your client clicks once. The account lands in your workspace.
No more chasing OTPs, swapping credentials in DMs, or starting over when a client’s employee leaves. RecurPost reconnections are tied to the brand, not a person.
- Email & link invites for 1-click authorization
- 20 client accounts? Send 20 invites instead of placing 20 calls
- Connection survives staff turnover at the client side
SWITCHING TO RECURPOST
Ten dimensions that separate RecurPost from competing schedulers
Each one matters more to some agency workflows than others. Use them as the like-for-like checklist before you switch.
Bags of Tags
Groups of saved hashtags, reusable across captions and campaigns.
Workspaces
Isolate each client or location with their own accounts, library, members, and reports.
Approval roles
Route drafts through review queues — accept, edit, or reject before publish.
White-label reports
Drop your agency or client's logo into branded performance reports.
Instagram DM automation
Keyword-triggered auto-replies plus custom CTA buttons for inbound interest.
WHAT TO EXPECT
A four-stage timeline that keeps your old tool live until RecurPost is proven.
Run both schedulers in parallel for Week 1. Cancel the old subscription only when a full publish cycle has succeeded on RecurPost. Agencies that can’t risk a missed post should hold the old tool for a full billing week.
Connect & test
Connect 1–2 accounts and run a test 6-month import.
Migrate the rest
Bring over remaining accounts and configure each workflow.
Run in parallel
Keep the old tool live alongside RecurPost. Watch for gaps.
Full switch
Cancel the old subscription once a full publish cycle succeeds.
WHY WEEK 1 MATTERS
RecurPost flags 850+ post-failure errors before they hit your client's feed.
Image-size mismatches, false token expiry, wrong codecs, Google Business Profile post-rejection — all surfaced with a reason. Test-publishing during parallel week catches the rare ones tied to specific networks before real client work begins.
850+
WHERE TO MIGRATE FROM
Same steps, regardless of the tool you're leaving.
RecurPost accepts migrations from common social media management tools like:
The import, reconnect, and migration steps are the same irrespective of the tool you use. See the scheduler alternatives to check for a tool-by-tool comparison on how RecurPost lines up against the one you are leaving. Compare RecurPost with other schedulers.
TRY RECURPOST
Per-account pricing. Migrate every client without per-seat costs.
The Agency plan covers 20 social accounts with 1+2 users at $79/month. Start a 14-day free trial — no credit card required.
FAQs
Frequently asked questions
Does RecurPost import my scheduled queue from my old tool?
No. RecurPost does not import scheduled queues from your old tool. It imports the last 6 months of published content per connected profile. You need to re-sequence the planned-but-unpublished posts by hand in the RecurPost content calendar. Posted history auto-imports when you connect an account.
Do I need my clients' passwords to reconnect their accounts on RecurPost?
No. You don’t need clients’ passwords to reconnect their accounts on RecurPost ever. Reconnection happens with client email invites or links, 1-click authorization to social profiles, and password-free access to client accounts inside your RecurPost workspace.
How long does migration to RecurPost take?
RecurPost migration runs for 2 weeks minimum for most agencies. Connect and test on Day 1, migrate the rest on Day 2. Run old tool vs RecurPost for Week 1, fully switch to RecurPost, and unsubscribe from the old tool in Week 2. Solo users with low posting volume can finish the process within 1 weekend.
Can I run RecurPost and my current tool in parallel?
Yes, you can run RecurPost and your current tool together in parallel for at least 1 week to ensure no client post is missed. Observe both the tools during this timeline for edge cases and confirm a full publish cycle on RecurPost. Cancel the old subscription when you have checked successfully. The parallel testing is a safety step before full transfer of social accounts.
Which tools can I migrate from?
RecurPost allows migration from schedulers, including Hootsuite, Buffer, Sprout Social, Sendible, Later, SocialPilot, Loomly, Metricool, and Publer. The steps are the same for every tool you switch from. For a tool-by-tool comparison, check the scheduler alternatives.
