How to Migrate from Solo to a Paid Plan

Outgrowing the Solo plan is a great milestone. When you're ready to unlock team collaboration, billing automation, and unlimited clients, the Uku support team will help migrate your existing data to your new paid account at no extra cost.

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:

Before requesting migration, set up your new paid account:

Important: Use the same email address that's linked to your Solo account. This makes the migration process smoother.

Once your company account is active:

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?"

The Uku technical team handles migrations during business hours. Here's what to expect:

You don't need to do anything while the migration is in progress. The support team will confirm when it's complete.

After receiving confirmation:

Your Solo account remains active but will be empty after migration. You can:

The Solo account won't interfere with your company account operations.

With your data now in a company account, you can:

For detailed setup guidance, see: Getting started with Uku - for the manager

How long does migration take? Most migrations complete within 1-4 hours during business hours. Complex accounts with extensive history may take longer.
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Is there a cost for migration assistance? No. Data migration from Solo to a paid plan is a free service provided by the Uku support team.
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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.
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Can I migrate to any paid plan? Yes. You can migrate to either Team or Enterprise plans. Both support unlimited clients and full data migration.
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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.
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Do I need to re-enter my time tracking data? No. All time entries and history transfer automatically with your clients and tasks.
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Can I migrate only some clients? Yes. Let the support team know which specific clients you want to migrate, and they'll handle partial transfers.
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What happens to my task plans and recurring tasks? Task plans, recurring tasks, and their schedules all transfer to your company account.
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Will my documents and attachments be migrated? Yes. All documents attached to clients and tasks are included in the migration.
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Can I keep using my Solo account after migration? Yes, but it will be empty. Many users choose to delete it to avoid confusion, though keeping it doesn't affect your company account.
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What if I have issues after migration? Contact Uku support via the chat widget. The team can verify the migration completed correctly and resolve any discrepancies.
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How do I know which account I'm currently viewing? The account name appears in the top-left corner of the Clients view and in the account selector dropdown.