Migrate your Rocketlane data
Agentic PSA platform that unifies project delivery, client portals, and financial operations for professional services teams. Built for structured execution across multiple simultaneous client engagements.
In its favor
Why people choose Rocketlane
The signal that keeps Rocketlane on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Client portal gives customers a branded shared workspace with plan visibility, reducing status-update overhead and email back-and-forth
Reusable project templates let PS teams standardize onboarding playbooks across customer segments without rebuilding from scratch
All-in-one platform reduces tool sprawl by combining task management, time tracking, and invoicing in a single workspace
AI agents (Nitro) automate document creation, data extraction, and handoff documentation to accelerate setup timelines
Resource management and utilization tracking on Premium tier help teams monitor capacity and project margins in real time
Steep learning curve and confusing admin functions frustrate new users and slow team-wide adoption
Limited customization in workflows and field configurations forces teams to adapt processes to the tool rather than the reverse
Integration complexity — particularly with HubSpot and QuickBooks — has caused multi-month delays in real deployments, per verified Gartner reviews
Export restrictions (Gantt chart only available as PDF, not Excel) create friction for teams managing project data in spreadsheets
Automation logic becomes complex at scale, making it difficult to maintain consistent workflows across many projects
Reasons to switch
Why people leave Rocketlane
The recurring reasons buyers give for replacing Rocketlane. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Rocketlane fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Rocketlane pricing overview
Rocketlane prices per user across four tiers with a 5-user minimum. Annual billing is required to access list prices; monthly billing carries a significant premium. Mid-market teams (10–25 users) typically see annual contract values between $6,000 and $18,000, with larger enterprise deployments exceeding $30,000–$50,000 per year.
Essential
Tier 1 of 4
$19/user/month (annual) or $29/user/month (monthly)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Rocketlane's schedule — see our quote-based pricing →
What gets migrated
Rocketlane object support
Object-by-object support for Rocketlane migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects are the top-level container in Rocketlane, containing Phases, Tasks, Documents, and client-facing Spaces. The API supports full CRUD operations. We export all project metadata, dates, baselines, and associations intact.
Phases
Fully supportedPhases group Tasks within a Project and have independent timelines, statuses, and assignees. We preserve phase order, dependencies, and visibility settings during migration.
Tasks
Fully supportedTasks support assignees, due dates, custom fields, checklists, and attachments. Subtasks are not a distinct object but are represented as checklist items within Tasks.
Documents
Mapping requiredRocketlane Documents support rich text, panels, approval workflows, and freeze/unfreeze states. Documents export only to PDF natively. We extract document content and rebuild as markdown or HTML in the destination, noting that approval history does not transfer.
Custom Fields
Mapping requiredProject-level and Task-level custom fields are available on Standard and above. Custom field schemas vary by workspace. We enumerate all custom field definitions and map them to equivalent destination properties, noting type differences (choice fields, date fields, etc.).
Automations
Mapping requiredAutomations are plan-gated — Standard includes automations, Premium adds unlimited automations, Enterprise adds form automations. Workflow rules referencing plan-gated triggers may not replicate identically to lower-tier destinations.
Users and Members
Fully supportedUser records include name, email, role, and workspace membership. We map Users to Owner/User fields in the destination and flag any inactive or guest accounts that should be excluded.
Clients
Fully supportedClient records represent external stakeholders with portal access. They are distinct from internal team members and can be assigned to Projects as project contacts.
Spaces
Fully supportedSpaces provide the client-facing workspace within a Project, containing a shared timeline, document library, and activity feed. We preserve Space associations with their parent Project.
Templates
Mapping requiredProject templates and document templates define reusable blueprints. Template content migrates but template-level settings (default assignees, phase pre-population) require manual reconfiguration at the destination.
Attachments
Fully supportedFile attachments on Tasks and Documents are accessible via the API. We download all attached files and re-upload them to the destination, preserving filename and linked task association.
Time Entries
Mapping requiredTime tracking is available on Premium and Enterprise plans. Time entries are linked to Tasks and Projects. We map time entries to the destination's equivalent time tracking object, preserving hours, date, and user.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects are the top-level container in Rocketlane, containing Phases, Tasks, Documents, and client-facing Spaces. The API supports full CRUD operations. We export all project metadata, dates, baselines, and associations intact. |
| Phases | Fully supported | Phases group Tasks within a Project and have independent timelines, statuses, and assignees. We preserve phase order, dependencies, and visibility settings during migration. |
| Tasks | Fully supported | Tasks support assignees, due dates, custom fields, checklists, and attachments. Subtasks are not a distinct object but are represented as checklist items within Tasks. |
| Documents | Mapping required | Rocketlane Documents support rich text, panels, approval workflows, and freeze/unfreeze states. Documents export only to PDF natively. We extract document content and rebuild as markdown or HTML in the destination, noting that approval history does not transfer. |
| Custom Fields | Mapping required | Project-level and Task-level custom fields are available on Standard and above. Custom field schemas vary by workspace. We enumerate all custom field definitions and map them to equivalent destination properties, noting type differences (choice fields, date fields, etc.). |
| Automations | Mapping required | Automations are plan-gated — Standard includes automations, Premium adds unlimited automations, Enterprise adds form automations. Workflow rules referencing plan-gated triggers may not replicate identically to lower-tier destinations. |
| Users and Members | Fully supported | User records include name, email, role, and workspace membership. We map Users to Owner/User fields in the destination and flag any inactive or guest accounts that should be excluded. |
| Clients | Fully supported | Client records represent external stakeholders with portal access. They are distinct from internal team members and can be assigned to Projects as project contacts. |
| Spaces | Fully supported | Spaces provide the client-facing workspace within a Project, containing a shared timeline, document library, and activity feed. We preserve Space associations with their parent Project. |
| Templates | Mapping required | Project templates and document templates define reusable blueprints. Template content migrates but template-level settings (default assignees, phase pre-population) require manual reconfiguration at the destination. |
| Attachments | Fully supported | File attachments on Tasks and Documents are accessible via the API. We download all attached files and re-upload them to the destination, preserving filename and linked task association. |
| Time Entries | Mapping required | Time tracking is available on Premium and Enterprise plans. Time entries are linked to Tasks and Projects. We map time entries to the destination's equivalent time tracking object, preserving hours, date, and user. |
Gotchas
What to watch for in Rocketlane migrations
Issues we've hit on past Rocketlane migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Bulk API operations are not available
Project plan export lacks Gantt format in Excel
Document export is PDF-only with no structured data format
Automations and forms are plan-gated
Integration setup can take months in practice
| Severity | Issue |
|---|---|
| High | Bulk API operations are not available |
| Medium | Project plan export lacks Gantt format in Excel |
| Medium | Document export is PDF-only with no structured data format |
| Medium | Automations and forms are plan-gated |
| Medium | Integration setup can take months in practice |
Leaving Rocketlane?
Where Rocketlane customers move next
5 destinations Rocketlane can migrate to.
How a Rocketlane migration works
Four steps, Rocketlane-specific
Connect
API key via header (Bearer token) into Rocketlane. Scopes limited to read-only on the data we move.
Map
We translate Rocketlane-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Rocketlane quirks before production.
Migrate
Full migration with Rocketlane rate-limit handling. Rollback available throughout.
FAQ
Rocketlane migration FAQ
Answers to the questions buyers ask most during Rocketlane migration scoping. Not seeing yours? Book a call.
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