Leaving Agiloft is mostly a data project, because the system was configured around your process rather than delivered as a fixed product. The work sits in three places: the fields and workflows you built, the separate signing licence, and the Salesforce side that sales teams use every day.
Start from the Agiloft fields people actually use.
Agiloft’s tables, fields and workflows were built for you, by your admins or an implementation partner, so nobody outside your team can tell which of them still matter. Before exporting anything, list the fields that reports, renewal alerts and approvals depend on, and the workflows that still run. That list is usually far shorter than the configuration, and it is the part you rebuild in fynk as metadata and approval paths. The rest is history to archive, not logic to recreate.
Getting records and attachments out of Agiloft.
The documented route out is the API. Agiloft documents REST and SOAP APIs with OAuth 2.0 access, plus document actions such as OCR and format conversion, and together they can pull contract records with their attachments. Ask Agiloft or your partner whether your edition also offers a bulk export, and plan the extraction with whoever configured the system, because they know which tables hold the signed versions. Pull the PDFs together with their field values, then reconcile the count with Agiloft before the account is closed.
Two contracts to unwind: Agiloft and the signing licence.
Agiloft signs through DocuSign or Adobe Sign, and an Adobe Sign account used with Agiloft must be dedicated to it. Leaving therefore touches two contracts with two renewal dates. Before either ends, check where the signature certificates for past agreements are kept, in the Agiloft record, in the signing account or in both, and export them from wherever they are. fynk includes SES, AES and QES in the plan, so the signing licence can end with Agiloft, unless other teams use that DocuSign account for their own work.
Rebuild the Salesforce flow before the cut-over date.
With Agiloft for Salesforce, reps request, review and track contracts without leaving Salesforce, so people who rarely open Agiloft itself are the first to notice it has gone. fynk connects to Salesforce from Essential, while the REST API and webhooks start on Business, which matters if Integration Hub recipes feed other systems today. Set a date from which new contracts start in fynk, and let anything already in approval or out for signature finish in Agiloft, so both flows get tested while the old one still works.
When staying on Agiloft is the better call.
If your processes rest on custom tables and integrations that took months to build, if procurement requires a SOC 2 Type II report, or if your data has to stay in the US, Canada or Australia, the move costs more than it returns. fynk holds ISO 27001 but no SOC 2 report and hosts in the European Economic Area, so a switch closes none of those three gaps. In those cases Agiloft is the better fit, and it is better to settle that before the export starts than halfway through it.