Toggl to Rize Migration Guide for Agencies

How to migrate clients, projects, tags, and historical time entries from Toggl to Rize without losing data or momentum.

What stays the same

For agencies moving from Toggl to Rize, the core concepts map cleanly. The biggest change is that Rize captures time automatically and surfaces it by client/project without relying on manual timers.

Data mapping

| Toggl | Rize | Notes | |---|---|---| | Client | Client | Imported as-is. Rize can also infer client from app or document context. | | Project | Project | Imported as-is. Projects can be auto-assigned based on files, URLs, and keywords. | | Task | Category / Activity | Rize auto-detects activity type; you can override or split entries. | | Tag | Tag / Label | Tags become labels for filtering and reporting. | | Time entry | Focus session | Rize records continuous focus sessions and breaks automatically. | | Manual timer | Automatic capture | No start/stop needed; edit after the fact if needed. |

Migration steps

  1. Export your Toggl CSV: Reports → Export → CSV.
  2. Import into Rize. Historical clients, projects, tags, and time entries are preserved.
  3. Set keyword rules so future work auto-maps to clients and projects.
  4. Run a parallel week: keep Toggl running alongside Rize to build team confidence.
  5. Retire Toggl once your weekly Rize reports match Toggl within 5%.

Team onboarding

  • Developers: Rize reads IDE projects, branches, and pull requests to suggest the right project.
  • Designers: Rize picks up Figma files and design tools.
  • Recruiters / ops: Once rules are set, Rize can track ATS work, email, and calls by client.

FAQ

Will we lose historical Toggl data?

No — historical entries can be imported and reported alongside Rize data.

What if someone forgets to assign a project?

Rize surfaces unassigned time in the daily review. Admins can bulk-categorize or set auto-rules so it does not happen again.

Does Rize support billable and non-billable flags?

Yes. Every entry can be marked billable, and reports can be filtered by billable status.

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