Migration Checklist· 2026 Edition
Move every client account to RecurPost without missing a post
RecurPost migration checklist focuses on importing the last 6 months of posted content from each social account. It avoids rebuilding client posting queues from scratch when you switch schedulers. Learn what RecurPost can auto-import for you and what you need to build by hand.
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 Imports vs Manual Transfers
What RecurPost imports for you and what you'll rebuild by hand
RecurPost imports your last 6 months of posted content from every connected social account. The scheduler does not transfer unpublished scheduled queued posts from your old tool. These 2 factors set the path of the migration from other schedulers.
An agency with 12 clients decided to switch from Sprout Social to RecurPost mid-contract. With RecurPost, your agency imports the recent history (6 months) to rebuild each social profile. Reporting continuity works from day one. However, you need to manually re-sequence the scheduled posts from Sprout Social on your RecurPost content calendar.
What RecurPost imports automatically
- The last 6 months of published content (each connected social profile)
- Post captions, images, and links from the 6-month history
- Per-account history for continued reporting
What you rebuild by hand
- Your old tool’s unpublished content in the scheduling queue
- Hashtag groups, recreated as Bags of Tags
- Workspaces, approval roles, white-label report cadence, and 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.
RecurPost Migration: The 10-Step Checklist
Follow the given order to complete your RecurPost migration in 10 simple steps
A freelancer who manages 6 accounts can finish the steps within a weekend. An agency with established client workflow setups needs to use every step of the checklist:
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 Client Accounts Without Passwords
Send a link. Your client clicks once. The account lands in your workspace.
When your agency reconnects 20 client Instagram and Facebook accounts, RecurPost sends 20 invite links instead of calling the client 20 times to acquire 20 different credential sets. You never need a password or break the connection, even when your client’s employee changes.
The RecurPost migration model is the right fit for agencies that do not want to hold client logins. The suite’s migration does not change for in-house team members who manage their own profiles.
Switching to RecurPost
Rebuild Workflows that Do Not Transfer by Hand
At present, no scheduling platform offers automated migration of saved workflows. RecurPost allows direct rebuild for each workflow you need. 5 specific workflows to recreate on the scheduler include:
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.
You must rebuild 1 workspace and 1 approval chain per location manually for multi-location brands during the scheduler switch. Set up client workspaces and white-label client reports on the process. Teams with no reviewers can skip the approval workflow.
What to Expect During the Timeline
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.
Many reasons, like image-size mismatches, token false-expiry, wrong codecs, and Google Business Profile rejection after acceptance, are notified with reasons. This is where test publishing during Week 1 matters, namely to detect problems before client account work starts. Agencies that cannot risk missed posts keep the old tool for 1 billing week. It is recommended to cancel only when the full publish cycle succeeds on RecurPost.
850+
Where to Migrate From
Same steps, regardless of the tool you're leaving.
RecurPost accepts migrations from common social media management tools like:
Hootsuite
Buffer
Sprout Social
Sendible
Later
SocialPilot
Loomly
Metricool
Publer
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.
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.
RecurPost Migration Checklist 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.
