How to migrate an agency from Synthflow to Centerfy: clients, billing, numbers and go-live.

Before you start: what moves and what does not

There is no button that copies a Synthflow agency into another platform. Synthflow's documentation says a whole subaccount cannot be imported or exported from one agency to another, and Centerfy does not import Synthflow agent files. What you can do is take the parts out and rebuild.

The migration, step by step

1. 1

   List every client and what they pay

   In Synthflow, open Settings, Partner, Subscriptions to see which subaccounts were on a pricing plan, and check the same clients in your own Stripe account. For each client write down the monthly price, included minutes, concurrency, whether overage was billed, their phone numbers and the agents they use. Order the list by revenue and call volume; that is the order you will move them in.

2. 2

   Keep them paying while you move

   Recreate each client's subscription in your own Stripe account now, at the price they already pay, and set their minute limit in Synthflow's Limits & Capabilities. This is the step Synthflow's own documentation asks for, and it means the migration is not a race against lost revenue.

3. 3

   Export what Synthflow lets you export

   For each agent, open Versions and export the published version to JSON. Copy the prompt into a document as well, because that is what you will actually reuse. Collect the source files behind each knowledge base, list each agent's actions, transfer numbers and booking calendars, and export call history to CSV.

4. 4

   Find out where each phone number lives

   Numbers bought inside Synthflow live in Synthflow. Numbers connected through Twilio stay in the Twilio account they came from. Numbers on a SIP trunk stay with your carrier. Twilio and Telnyx numbers connect straight to Centerfy; anything else needs a plan. Keeping control of client phone numbers covers each case.

5. 5

   Set up your Centerfy agency workspace

   On the White Label plan, add your logo, colours and custom domain under White Label. Connect your own Stripe account in the agency settings, using Stripe test keys first, and connect your GoHighLevel agency if you use one. Set default rebilling rates for new sub-accounts so each client starts correctly priced.

6. 6

   Create a sub-account for each client and rebuild the agent

   Create the sub-account with the client's name, email and time zone, and set its limits. Centerfy emails the client an invitation when the sub-account is created, so tell them first. Share the exported prompt, business hours, qualification questions, booking rules and transfer numbers with Centerfy onboarding; the team builds the agent, or you build it yourself in the agent builder. Once one client's setup is right, save it as a snapshot and apply it to the next similar client.

7. 7

   Turn on rebilling for the client

   In the sub-account's Billing tab, enable rebilling and enter the monthly plan price and the per-usage rates you charge. From then on Centerfy calculates the usage charges and Stripe collects them into your account. Confirm with onboarding how the client's payment method gets on file before the first billing date, and cancel the temporary subscription from step 2 on the day Centerfy billing starts, so the client is not charged twice.

8. 8

   Test, then switch

   Assign a spare number to the agent and run six test calls, checking each in the CRM: a successful booking, no availability, a transfer that is answered, a transfer that is missed, an opt-out and a failed connection. Use Test Outbound Call for anything involving tools, transfers or bookings, because those only run on a real call. When all six land correctly, connect the client's Twilio or Telnyx account in the sub-account, import the live numbers, assign them to the agent and repoint the GoHighLevel workflow steps that start Synthflow calls. Place a real call to each number straight away.

9. 9

   Retire the Synthflow subaccount last

   Leave the Synthflow subaccount in place until the client has completed a billing cycle on Centerfy. Synthflow's documentation warns that a deleted subaccount cannot be restored. If you are closing your Synthflow account entirely, read your agreement first: Synthflow says a cancellation takes effect at the end of the current billing period and that Enterprise terms are handled by your account manager.

What Centerfy sets up for you

• The voice and chat agents, from your existing prompts, with qualification, booking, transfers and SMS follow-up.
• Twilio or Telnyx numbers imported in each client's sub-account, so callers dial the same number.
• The GoHighLevel connection: contacts, tags, notes, appointments and the trigger for outbound calls.
• Test calls with you before traffic moves, and onboarding coaches afterwards.
• A white-label workspace with client sub-accounts, your branding and usage rebilled at your prices.