How to Migrate from Solo to a Paid Plan
TL;DR: Create a new company account with a paid plan, then contact Uku support via chat to request data migration. The support team will transfer your clients, tasks, time entries, and documents to your new account, typically within the same business day.
Who can do this
Any user with an existing Solo account can create a company account and request migration.
The actual data transfer is performed by Uku's support team at no extra cost.
Why You Cannot Move Data Yourself
Uku's personal (Solo) and company accounts are separate systems by design. This separation protects data integrity and ensures proper permission controls for team environments. While you cannot move clients between accounts directly, the Uku technical team has the tools to transfer your data safely.
What gets migrated:
Clients and contacts
Tasks and task plans
Time entries and history
Documents and notes
Custom fields data
Create Your Company Account
Before requesting migration, set up your new paid account:
Go to Profile > Add company account.
Enter your company name and details.
Complete the 14-day free trial setup or add payment details immediately.
Confirm your plan (Team or Enterprise).
Use the same email address that is linked to your Solo account. This makes the migration process smoother.
Contact Uku Support
Once your company account is active:
Open the chat widget in Uku.
Request data migration from your Solo account.
Provide your company account name for confirmation.
Example message: "Hi, I've created a paid company account under [Company Name]. Could you please migrate my data from my Solo account to the new company account?"
Wait for Confirmation
The Uku technical team handles migrations during business hours. Here is what to expect:
Typical timeline: 1-4 hours during business hours.
Notification: You will be notified via the same chat conversation.
Your Solo account: Remains accessible (now empty) after migration.
You do not need to do anything while the migration is in progress. The support team will confirm when it is complete.
Verify Your Data
After receiving confirmation:
Switch to your company account using the account selector.
Go to Clients and verify all clients transferred correctly.
Open a few client profiles and check that tasks and history are intact.
Review Reports and confirm time entries migrated.
What Happens to Your Solo Account
Your Solo account remains active but will be empty after migration. You can:
Keep it as a backup or for personal projects.
Delete it via Profile > Delete account.
The Solo account will not interfere with your company account operations.
After Migration: Next Steps
With your data now in a company account, you can:
Invite team members -- Go to Settings & Apps > Members > Add members.
Set up billing -- Go to Settings & Apps > Billing > Activate.
Configure integrations -- Connect your accounting software.
Create company templates -- Build standardized task plans for clients.
For detailed setup guidance, see: Getting started with Uku - for the manager.
Frequently Asked Questions
How long does migration take? Most migrations complete within 1-4 hours during business hours. Complex accounts with extensive history may take longer.
Is there a cost for migration assistance? No. Data migration from Solo to a paid plan is a free service.
Will I lose any data during migration? No. The migration copies all your data. Your Solo account data remains intact until the technical team confirms successful transfer.
Can I migrate to any paid plan? Yes. You can migrate to either Team or Enterprise plans.
What if I already added some clients to my company account? The migration adds your Solo clients to your company account. If duplicate client names exist, the support team will help resolve conflicts.
Can I migrate only some clients? Yes. Let the support team know which specific clients you want to migrate.
Will my documents and attachments be migrated? Yes. All documents attached to clients and tasks are included in the migration.
Need Help
Chat support: Available via the chat widget in Uku.
Email: uku@getuku.com
Help Center: help.getuku.com
Troubleshooting
You cannot find the "Add company account" option. Go to your Profile menu. If you still do not see it, make sure you are logged in with the correct account and try refreshing the page.
Migration has taken longer than 4 hours with no update. Send a follow-up message in the same chat conversation where you requested the migration. If chat is unavailable, email uku@getuku.com with your company account name.
Some clients or time entries are missing after migration. Contact Uku support immediately via chat. The team can verify the migration status and re-transfer any missing data.
You cannot switch to your new company account. Select the account selector and look for your company account name. If it does not appear, log out and log back in with the same email address you used to create the company account.