What to migrate first
Start with live projects, open invoices, active clients, accepted quotes, and any request that could still affect payment or deadline.
Migration / Migration from AND.CO
Do not just move old admin. Move into a workflow that protects new work.
If you used AND.CO or Fiverr Workspace-style admin, the next step is not only recreating invoices and projects. It is giving every extra client request a cleaner path to approval and billing.
Migration goal
admin -> scope control
Bring projects forward with clearer deliverables, approvals, and paid extras.
EasyScope is strong for
- Active project cleanup
- Change request workflows
- Client approvals
- Invoice context
Watch the fit
- Historical accounting exports may still live elsewhere
- Clean imports require tidy CSVs
- Start with active projects first
Bottom line
Migrate the decisions, not the clutter.
Use EasyScope when migration is a chance to rebuild your freelance workflow around scope, not just store old documents.
Need
EasyScope
AND.CO/Fiverr Workspace
Migration focus
Active scope and approvals.
Historical freelance admin.
Client requests
Structured into decisions.
Often buried in old notes/messages.
Documents
Connected to project context.
May be static archive files.
Best first move
Migrate live projects first.
Full archive migration can wait.
What to leave archived
Old closed projects can remain in exported files until you need them. The revenue lift is in current scope control.
Practical path
A practical migration order
1
Export client and project data
Keep CSVs and PDFs from the previous system as your reference archive.
2
Rebuild active scope
Create active EasyScope projects with deliverables, exclusions, and approval status.
3
Move open money
Track open invoices and any unapproved extras that need a client decision.
Questions
Before you switch
Should I import everything?
Usually no. Start with active projects and open financial context, then archive the rest.
Can EasyScope parse CSVs?
The existing page includes a lightweight CSV parsing helper, and active project setup can be done manually if cleaner.
What is the main upgrade?
Moving from admin records to a scope-first workflow that helps prevent unpaid work.
Next, protect one real client decision.
Start with the project where the scope is already bending. Price the delta, explain it clearly, and ask for a clean approval.